Howard Marks of Oaktree on Risk and Volatility 28. February 2011 Rahul value investing (0) Volatiliy does not equal risk is my stated view and I've written numerous posts/articles about it. A friend pointed me in the direction of another fantastic article on risk and volatility by Howard Marks of Oaktree (http://www.oaktreecapital.com/MemoTree/Risk%2001_19_06.pdf). I agree with Mr.Marks on almost all counts.
ValueX Zurich/Klosters around WEF Davos 19. January 2011 Rahul value investing (0) I am going to be at the ValueX Zurich/Klosters event hosted by Guy Spier and John Mihaljevic on 2nd and 3rd Feb. This is a get together for like minded value investors to exchange and discuss ideas. We will be in Klosters right after the World Economic Forum in Davos. It is like a mini-Davos for value investors. More...
Seth Klarman video 2. June 2010 Rahul value investing (0) One of the best videos on investing I've seen. This was made in March 2009, so I am about 15 months late. But good investing principles are timeless!