Unintended Opportunities

I look for opportunities to invest in for a living. In my experience, it is imperative to have an optimistic frame of mind to be able to identify opportunities. Every negative development creates unintended opportunities. I believe that by approaching things with a positive frame of mind one can identify the opportunity for making lemonade when looking at lemons. More...

The Invisible Carnage in the Indian Markets

The function of a market is to match buyers and sellers and to aid in the discovery of a clearing price. By that definition, the Indian markets are broken. Price quotes being given out by the markets have become completely meaningless and are not prices at which transactions can clear. More...

Value Investing Congress Las Vegas, May 6 & 7, 2013

Twice a year, our good friend, John Schwartz hosts the Value Investing Congress (VIC) which is one of the best investment conferences I've ever attended. The VIC's mission is to foster the growth of a vibrant community of serious value investors. Created by and for disciples of Benjamin Graham and Warren Buffett, the Congress exists to promote good investment ideas, thoughtful due diligence, and the enhancement of each community member's investing wisdom and success. More...