tag:blogger.com,1999:blog-128741432024-03-07T17:49:00.530+00:00V for ValueInvestimento em Valorheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.comBlogger138125tag:blogger.com,1999:blog-12874143.post-82715216146319415252013-10-07T19:01:00.002+01:002013-10-07T19:01:59.016+01:00Learning from Superinvestors: How to Think About Holding Companieshttp://www.beyondproxy.com/holding-companies/
heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-36512929496468670012013-04-12T18:23:00.000+01:002013-04-12T18:23:29.340+01:00Don Yacktman: Measuring Your Money Managerheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-19688104944689301792013-02-05T17:15:00.002+00:002013-02-05T17:16:10.813+00:00Legacy of Benjamin Grahamheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com2tag:blogger.com,1999:blog-12874143.post-37034319516250811232013-01-15T18:50:00.000+00:002013-01-15T18:50:31.614+00:00Charlie Munger & Warren Buffett's Secrets To Investing Success by Monish Pabraiheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com2tag:blogger.com,1999:blog-12874143.post-8805364123751731342012-12-07T19:00:00.000+00:002012-12-07T19:00:07.176+00:00William Ackman: Everything You Need to Know About Finance and Investing in Under an Hourheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com1tag:blogger.com,1999:blog-12874143.post-28453865588039915382012-10-22T10:48:00.003+01:002012-12-07T19:01:14.973+00:002007 MIT Remarks by Seth A. KlarmanGreat text by Seth Klarmann. A smaller, more concise edition of "Margin Of Safety" in the begginings of the financial crisis.
Linkheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com3tag:blogger.com,1999:blog-12874143.post-29005167657146614172012-10-19T15:26:00.003+01:002012-12-07T19:01:28.665+00:00Jean-Marie Eveillard on Investors’ Biggest Mistakeheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-50344675160044730742012-06-18T16:21:00.001+01:002012-06-18T16:21:16.965+01:00Michael Porters’ Five Forces Examined
About this theme I would also recommend the book "Competition Demystified - A radically simplified approach to business strategy" from Bruce Greenwald.heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-8823498253301558172012-05-07T11:48:00.002+01:002012-05-07T11:49:40.866+01:00Charlie's Wisdomheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-92080346017641612282012-04-10T12:45:00.003+01:002012-04-10T12:46:31.192+01:00Bill Nygren: the importance of cash and buybacksheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-3484078474064905322012-04-10T12:10:00.002+01:002012-04-10T12:13:48.894+01:00Paul McCulley & Bill Miller, Stocks vs Bondsheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-31248893763081681602012-03-16T16:14:00.009+00:002012-04-10T12:13:37.725+01:00Steven Romick and the application of Grinold and Kroner model to WalmartGrinold and Kroner Modelheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-30977234625372946632012-03-08T16:38:00.002+00:002012-03-08T16:40:21.023+00:00Bill Ackman's Investmentsheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-62054394415136422482012-03-01T14:25:00.003+00:002012-03-01T14:34:36.208+00:00Sonae SGPS (SON PL)Sonae SGPS is a family conglomerate from Portugal that owns:- the largest chain of hypermarkets and supermarkets (Food Retail) and retail outlets (Specialised Retail) in Portugal, with an international expansion strategy, - a 50% interest in Sonae Sierra, a company dedicated to the management and promotion of shopping centers. - a stake of 53% in Sonaecom, a national telecommunications heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-34336379056481732642012-02-22T11:11:00.002+00:002012-02-22T11:14:26.488+00:00En Bolsa el dinero está más seguro sobre todo en crisis - Garcia Paramésheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-17679509212198668012012-02-10T12:36:00.001+00:002012-12-07T19:01:45.760+00:00Tesco (TSCO LN)Boa análise da Tesco.heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com2tag:blogger.com,1999:blog-12874143.post-90338102386954503222012-01-25T11:35:00.003+00:002012-01-25T11:39:52.601+00:00F. Ramada (RAM PL)F. Ramada Investimentos is the parent company of a group of companies that, together, develop two business activities:i) industrial, which includes the activity of steels, from where it stands out the subsegment of steel for molds, and the activity of storage systems, and ii) property, aimed at managing real estate assets in Portugal.The activity of steels with a leading position in domestic heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com11tag:blogger.com,1999:blog-12874143.post-57880247129475168182012-01-19T12:28:00.001+00:002012-01-19T12:30:12.859+00:00What Johnson & Johnson Does With Its CashWe can learn a lot from analysing what a company does with its cash.Articleheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-30845339080368344882012-01-09T18:02:00.003+00:002012-01-19T14:46:31.840+00:00O que a Microsoft faz com o seu dinheiro...O exemplo de uma excelente empresa que remunera convenientemente o accionista.Artigoheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com2tag:blogger.com,1999:blog-12874143.post-83261822268912592792011-08-25T18:18:00.008+01:002012-01-19T14:46:47.471+00:00Palestra de Prem WatsaPrem Watsa gere a seguradora canadiana Fairfax no mesmo estilo e filosofia que Warren Buffett gere a sua Berkshire Hathaway.Esta é uma palestra que Watsa concedeu ao Ben Graham Center for Value Investing na Richard Ivey School of Business.Linkheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-82110536722856870092011-06-28T17:31:00.003+01:002012-10-26T10:26:17.595+01:00Corticeira Amorim, SACORTICEIRA AMORIM is the world's largest producer of cork products and one of the most international of all Portuguese companies with operations in dozens of countries from all continents. For over a century that is present in this sector, having contributed significantly to the worldwide spreading of the advantages of cork products.
Brand Recognition: An industry leader for over 130 years.
heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-44160072073154228272011-03-28T17:44:00.003+01:002011-03-28T18:05:47.034+01:00Seth Klarman - A Framework for Investment SuccessSeth Klarman had a section in his annual letter to investors on creating a framework for investment success. I think Klarman's writings may be even more valuable to investors as a learning tool than the Berkshire annual letters. Although obviously brilliant, both Klarman and Buffett can explain in very simple terms how to create an investment approach that will outperform. Here is Klarman this heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-22965443015441517022011-02-21T13:52:00.002+00:002011-02-21T13:52:59.716+00:00Johnson & Johnson CEO on Road Aheadheterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-76973980935019384292011-01-13T14:33:00.001+00:002011-02-21T13:53:13.750+00:00Warren Buffett: How To Make 50% A Year In Micro Cap Stocksby Geoff Gannon.Ver Link.heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0tag:blogger.com,1999:blog-12874143.post-64291373396352483482010-12-27T18:15:00.002+00:002010-12-27T18:19:32.812+00:00Vantagens CompetitivasExistem muitas formas de investir em bolsa. Pode tentar apanhar a “onda” do momento do mercado, pode comprar as acções que se estão a portar melhor recentemente, pode tentar adivinhar quais as empresas que vão apresentar melhores resultado relativamente ao último trimestre ou pode detectar os gráficos que apontam melhor performance futura mesmo não levando em conta os dados fundamentais da heterocedasticohttp://www.blogger.com/profile/18098665149922668497noreply@blogger.com0