Warren Buffett Annual Letter 2011
http://www.berkshirehathaway.com/letters/2011ltr.pdf
Posts
Early signs suggest onset of bull market: Ramesh Damani
http://businessstandard.com/india/news/early-signs-suggest-onsetbull-market-ramesh-damani/464220/ Markets have had a surprising rally in 2012 and sentiments have also turned positive, with many suggesting the start of a new bull market. Against this background, Jitendra Kumar Gupta spoke to Ramesh Damani , member of the Bombay Stock Exchange, for his views for a variety of subjects, including what’s in store for the rest of the year. Edited excerpts: There are elections across the world and that is seen as a sign of extended liquidity. The flow of bad news has also reduced, particularly from the US. How do you perceive the situation?
Value Investing Resources
Greenwald EPV Lecture slides Greenwald Earnings Power Value EPV lecture slides
Marc Faber 'The next crisis will be worse than the one in 2008'
Q&A: Marc Faber, Global investment analyst 'The next crisis will be worse than the one in 2008' Jitendra Kumar Gupta / Mumbai September 13, 2011, 0:28 IST A renowned global investor and author of The Gloom, Boom & Doom report, Marc Faber , believes the BSE Sensex may not go down to the 8,000 levels, but it would come down from the current levels. He spoke to Jitendra Kumar Gupta on gold prices and the economic crisis, which he believes could be bigger than the one seen in 2008. Edited excerpts: About six to eight months earlier, many economists were saying a dollar crisis may only be seen by 2012 or 2013. Is the time shortening, in the light of renewed concerns over the US and EU economies? We never really had a recovery in the Western world. The stock markets went up because of the money printing and support in 2009. My view is that they can probably muddle through for another two-three years by piling up the fiscal deficit or printing more money. I d...
rakesh jhunjhunwala on value investing
Mr. Rakesh Jhunjhunwala, combines diverse skills as a equity trader, visionary investor and incubator of new businesses through private equity.He is the first dollar billionaire from India to have made all his money by investing–primarily in stocks.Converting Rs 5000 to a billion dollars is no mean feat.Moreover since he deals exclusively in Indian stocks and often in publicly traded companies, whose shares we all have access to,it’s well worth spending time learning how to invest one’s way to wealth from him.