Posts filed under “Investing”

MiB Suggested Guests for 2015: A List

On Saturday, I asked for your suggestions for potential guests for Masters in Business here, and on Twitter as well.

Here is what you suggested:

Blog reader suggestions:

Sam Zell, Scott Simon, Jean Marie Evaillard

Tim Cook of Apple Co seems an obvious call and, although I hear he’s not particularly publicity hungry

Craig Jelinek of Costco would be interesting IMO.

Christine Hefner. She may have just a little to offer.

USAF Major General Jack Weinstein. If you can get him……

I don’t suppose you could ever get Jeremy Grantham?

Steve Leuthold, Ned Davis, Stanley Druckenmiller, Seth Klarman

Elon Musk (how he sees the future- transportation- autos and mass transit, AI, space exploration)
Bill Gates (view on challenges for the developing world- which solutions work/which doesn’t)
Jack Ma (view on China, competition in ecommerce, value/role for shareholders)
Larry Page and/or Eric Schmidt (view on driverless cars, expansion into other technology, etc.)

Jimmy Page as long as he brings along Jack White.

Soros? Buffett?

Mark Dow, Hank Paulson, Bezos, John Malone

And I Second: Elon Musk, Bill Gates, Jack Ma

Jerry Seinfeld, Stephanie Pomboy

Another vote for Grantham, please.
Howard Marks.
Ray Dalio

Stanley Druckenmiller

Would love to hear from managers:
- Peter Lynch (Would LOVE to hear this one)
- Seth Klarman

As well as authors:
- William Bernstein of “Intelligent Asset Allocator” fame
- Michael Lewis
- Burton Malkiel

Ray Kurzweil
“Ray Kurzweil has been described as “the restless genius” by The Wall Street Journal, and “the ultimate thinking machine” by Forbes. Inc. magazine ranked him #8 among entrepreneurs in the United States, calling him the “rightful heir to Thomas Edison,” and PBS selected Ray as one of 16 “revolutionaries who made America,” along with other inventors of the past two centuries. He is considered one of the world’s leading inventors, thinkers, and futurists, with a 30-year track record of accurate predictions.”

Seth Klarman,
J Grantham
P Singer
Jared Diamond
G Popovich

1) Elon Musk for his obvious business & technology insights. But also for his views on artificial intelligence.

2) Ray Kurzweil for his general technical & business insights, but also for his views on artificial intelligence and “The Singularity”.

Twitter Suggestions:

Sheryl Sandberg, Ginni Rometty, Susan Wojcicki, Mary Barra, Angela Ahrendts, Melinda Gates; ….

Checklist Manifesto, @Atul_Gawande

Lou Gerstner

William K Black

Bob Brinker

Henry Blodget

Paul Tudor Jones, Jeremy Grantham, Peter Thiel

Hugh Hendry

Henry Jarecki

Michael Porter, Andy Lo, Richard Grinold

Doug Kass

Leon Cooperman

David Einhorn

Charlie Munger

Warren Buffett

Asness

Booth

Howard Marks

Michael Milken

Seth Klarman

T. Boone Pickens, Jim Dondero, David Booth, Jim Rogers

Alan Mulally, Boo-Keun Yoon, Gap Han Yoon, Jeff Immelt, Ferdinand Piech or Winterkorn, Sergio Marchionne

Dan Loeb

Costco CEO
Warren Mosler. Seth Klarman. Sheila Bair. William Black.

Bruce Greenwald, Jean-Marie Eveillard, Marty Whitman, Irving Kahn, Charlie Munger, Didier Sornette, Joel Greenblat, Andrew Lo.

Cashin, Dalio, Kass, Tom Barrack.

Edward Thorp
Seth Klarman

Victor Niederhoffer, Monroe Trout, Van K. Tharp, Meb Faber, Wes Gray, Eric Topol, Ed Seykota, Neil Howe,James Altuchr

Kahneman

Soros, James Montier, Jim Grant.

Jim Koch, founder of Sam Adams

David Dreman.

Julian Robertson

 

Category: Investing, Podcast

Significance of secular market should not be underestimated Barry Ritholtz November 9 2015     People who work in specialized fields seem to have their own language. Practitioners develop a shorthand to communicate among themselves. The jargon can almost sound like a foreign language. Finance is filled with colorful phrases such as “Spoos,” “Vol,” “Monte…Read More

Category: Apprenticed Investor, Cycles, Investing

The Beta In Your Life

Source: Artivest

Category: Investing, Psychology

The Richest Family Offices

Category: Investing, Think Tank

RWM: Open House in NYC, December 8-12

A few weeks back I asked readers “What city next?” for our regular visits with clients. A surprising number of you suggested New York City. I thought that was a fantastic idea. We have scheduled the week of December 8th for our open house. If you are interested in learning more about what we do,…Read More

Category: Asset Allocation, Investing

Despite Abysmal Track Records, Forecasters Keep Forecasting

On this day in 1993, the Wall Street Journal published a survey of 10 market pundits. They had been asked when the bull market that started in 1982 would end. Most of the forecasters predicted a 10 percent market decline — hardly a bold position because 10 percent declines occur fairly often, about once a…Read More

Category: Apprenticed Investor, Investing, Really, really bad calls

Investors Always Seem to Miss Stock Market Rallies

Source: Business Insider     UPDATE: We’ve shown the opposite over the years as well — here is what happens if you manage to miss the worst days. • Missing Best & Worst Days in Markets – April 28th, 2011 • Missing Best & Worst Days of S&P500 – September 14th, 2010 The fascinating wrinkle about…Read More

Category: Cycles, Investing, Markets

Shareholder Value Maximization: The World’s Dumbest Idea?


Source: CFA Institute

Category: Corporate Management, Investing, Video

Two Election Winners

Two Election Winners David R. Kotok, November 5, 2014       Two winners emerge after the election. One is the Gini coefficient. It measures the income divide of the population. It has been widening. Those at the top income level have improved their wealth. The middle income level has been eroding and is experiencing…Read More

Category: Investing, Politics, Think Tank

Disbelief in Equities is What is Driving Them Higher

As a fan of investor psychology, I find sentiment intriguing. Measuring it is a challenge. We can’t trust what people say because they become bullish after they buy and bearish after they sell, convincing themselves that past trades were the correct way to go. Humans are notorious liars — especially to themselves. When they are…Read More

Category: Investing, Psychology, Sentiment