Monthly Archives: January 2010

James Montier Summer 09 Reading List

Investors have an inherent need to make sense of the world around them, and for that they need stories. Stories that engage and explain. “The initial point I’d make is that our minds work very hard to make sure there’s … Continue reading →

Several new articles, all originally written by Benjamin Graham, have been added to the Valuehuntr Collection under our “Resources” section. Two of the new articles are interviews conducted in 1976, the year Mr. Graham past away. Therefore, these documents provide … Continue reading →

It is that phase of the bull run when analysts are unable to justify the valuations of shares by conventional ratios. Nevertheless, stocks have to be sold to eager clients, and there has to be some story or fundamental hook … Continue reading →

Pragcap has compiled many of the very best outlooks from various analysts, gurus, hedge funds and investors.  Hope you find the list helpful in mapping your successful 2010 The List

How do I define history? It’s just one f*%&ing thing after another. — Rudge in Alan Bennett’s The History Boys I came across this sentence last night and it’s been haunting me ever since. It reminds me of a situation … Continue reading →