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Invest with the gurus

Investing with the Gurus – a Look at Robert Bruce’s Current...

Steered by an experienced father-son team of R. Jeffrey Bruce and Robert B. Bruce, Bruce & Co prefers to invest using a moderate allocation of capital across Stocks, Bonds and cash-based assets. Both vanguards of the investment duo have been at the helm since the fund’s founding 33 years ago. They prefer an emphasis... Read more
Daniel Loeb, Third Point Management Co LLC’

Investing like the Gurus: Daniel Loeb’s Portfolio First Quarter 2018 Update

In a prior post, we took a close look at Third Point Management Co LLC’s Daniel Loeb, and what the Guru’s investment style is like. We also delved at length into what the hedge fund’s Q4-2017 portfolio looked like, in order to give us an insight into what specific positions they favor, and which... Read more
Third Point LLC

Investing Like the Gurus: Focus on Daniel Loeb

According to Third Point’s website, Daniel Loeb uses a “…flexible, opportunistic” investment style. What this means is that the team identifies companies where there might be a catalytic situation brewing, and then strategically invests in them to unlock shareholder value. But historically, Loeb has also used activism as a catalyst to add value to... Read more
Paulson and Co

Investing Like the Gurus – Focus on John Paulson the Guru...

John Paulson is famous for making a huge bet on the U.S housing bubble – and winning! His Paulson & Co. Inc. hedge funds placed complex – yet very profitable – credit derivative bets and made billions of dollars as a result. By July of 2011, Mr. Paulson’s fund was at its highest ever,... Read more
South Korea and North Korean border

Investing on Headlines – Investment Ideas on Korean Peace Prospects

Tensions between South Korea, North Korea and the United States have been making headlines ever since President Trump took over the Whitehouse. In fact, in what would seem like an eternity, analysts believe that South Korean stocks have always been trading at a war-discount to stocks in neighboring countries of the Asia Pacific region.A... Read more
Pershing Square, Bill Ackman

Investing Like the Gurus – Understanding Bill Ackman’s Investment Style

There’s a lot that investors can learn from following Guru investors like Bill Ackman. If one were to try to learn how investment gurus think and manage their money, as a retail investor. It would be hard to mimic exactly how hedge fund Guru Bill Ackman invests his Pershing Square Capital Management, L.P’s fortune.... Read more

Here Is Why Nordic Banks Are a Buy

On April 16th Marketwatch analyst Victor Reklaitis wrote an article about the Nordic banks and claiming that many of the Nordic banks are a bargain:“Investor should consider buying shares in four Stockholm-based banks, says a team of UBS strategists led by Daniel Waldman in a recent note. They suggest placing equal bets on Swedbank... Read more

Investing Like the Gurus – An Insight Into the Portfolio of...

As individual portfolio managers, or even as independent retail investors, we all have our personal predispositions on how to invest. We bring with us our likes and dislikes about certain investment ideas, and then make investment decisions based on those biases. And that, sometimes, means we make mistakes – and learn. And while creating... Read more
Emerging Markets

Top Investment to Own to Protect Your Portfolio Against the Upcoming...

On March 22nd, the Trump administration fired a salvo at China by signalling out nearly 1300 Chinese products for tariffs. The President signed an executive order slapping new tariffs on those items, to the tune of $50 billion. Some would say that salvo was a response (and not a first shot) to the decades... Read more

What Returns to Expect From Your Stock Investments in 2018 and...

A timeless question investors always got to ask themselves is if the future returns from stock investment as an asset is large enough to make up for the risk they take by owning securities instead of bonds or just having money in the bank. Always remember that the reason stocks return more than safer... Read more