• 17 May
    Here’s The Truth About Investing In Argentina

    Here’s The Truth About Investing In Argentina

    I usually do the opposite of what others do.

    Just a year ago, according to the Wall Street Journal, many investors—like Morgan Stanley, T. Rowe Price, and Ashmore Group—rushed to buy Argentinian stocks as the situation in the country had been improving under the new president, Macri. Their position exposure has been at least 17% of their frontier market portfolios, which is the Argentinian weight in the MSCI Frontier Market Index.



    iShares even launched an Argentinian ETF and all seemed well until interest rates in the U.S. increased which made people think more about the risks and made them less attracted to the quick, high interest rate gains in Argentina. More →

  • 16 May
    This Is What You Need To Know To Be A Successful Investor

    This Is What You Need To Know To Be A Successful Investor

    Warren Buffett has stated that all you need to know for profitable long term investing is in chapters 8 and 20 of Benjamin Graham’s The Intelligent Investor.

    Chapter 8 is titled “The Investor and Market Fluctuations,” which is something we are all always intrigued by. The key is to prepare both financially and psychologically for market fluctuations.



    Market Fluctuations As A Guide To Investment Decisions – Timing Vs. Pricing

    Graham distinguishes between two ways of taking advantage of market fluctuations: you can time the market or you can price it. Timing assumes you predict where the stock market will go next, while pricing makes you look for stocks trading below their fair value.  More →

  • 15 May
    Are We In Another Real Estate Bubble?

    Are We In Another Real Estate Bubble?

    • The data resembles 2007, but there are other factors to think about.

    Introduction

    Recently, I was listening to an interview with Robert Shiller where he was explaining how they predicted the 2000s housing bubble. This got me thinking so I went to dig deeper and found the following chart.




    More →

  • 14 May
    Can You Hear The Economic Warning Bells Ringing?

    Can You Hear The Economic Warning Bells Ringing?

    A quick investment perspective on the current economic news will give us insight into what to do with our portfolio, what the best risk reward portfolio allocation is at this point in time, and what one can expect to happen.

    I’ll look at U.S. economic data, emerging market yields, and touch on Italy which is becoming a bigger and bigger risk.



    Economic Data – Strong, But Also Weak

    The headline consumer price index came in at 2.5% which is good, but might lead to higher interest rates which is a dance that has to stop at some point. More →

  • 12 May
    Sven Carlin New Book is Ready!  These 25 Tools Will Make You A Better Investor

    Sven Carlin New Book is Ready! These 25 Tools Will Make You A Better Investor

    Dear Investiv Daily Subscriber & Fellow Investor,

    After a year of hard work, I have finally finished my book about value investing and the process of analyzing a company. The title is Modern Value Investing, and the book is available both in a paperback version and as an e-book on Amazon.

    MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today’s Financial Environment

    The book is dividend in three parts:

    • The mindset,
    • The skillset, and
    • Food for thought.

    The first section, titled ‘Mindset of a value investor,’ discusses the main psychological characteristics one must have to be a successful value investor. Risk is defined and explained in a way to help you understand the risks when making investment decisions.

    I then add to the common value investing concepts by discussing behavioral finance, the theory of reflexivity, and also discuss things to be careful of when investing like buyback shenanigans or Wall Street’s interests.

    The core of the book are the 25 tools to use when analyzing a company that will allow you to better analyze investment opportunities, identify a margin of safety, and have a great comparative view over your portfolio. The tools range from calculating intrinsic value, to determining a margin of safety, to assessing qualitative factors and general market risks for the company you are looking at.

    MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today’s Financial Environment

    Part two follows with an application of the 25 tools on Daimler, a nice cyclical stock to demonstrate how the tools work.

    Part three of the book is food for thought as it goes beyond value investing and into more diversification, hedging, portfolio strategies, selling stocks, all-weather portfolios, rebalancing, long tail, and even gold.

    I hope you enjoy the book. If you like it, don’t forget to leave a nice review on Amazon as that would mean a lot for me.

    Sincerely,

    Sven Carlin

    MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today’s Financial Environment



  • 11 May
    This Is Where Graham Says To Look For Investing Opportunities

    This Is Where Graham Says To Look For Investing Opportunities

    I’ll continue with my contemporary summary of Benjamin Graham’s book The Intelligent Investor as I believe that the combination of the everlasting wisdom in the book and a modern approach is all that an investor needs to reach great returns.

    Today’s discussion is about Chapter 7 – Portfolio Policy for the Enterprising Investor: The Positive Side.

    Today, we’ll turn from discussing how a defensive investor should invest to discussing how an enterprising investor should invest, one who devotes a fair amount of time in order to beat the market.




    More →

  • 10 May
    Walmart Looks Like Amazon Did 10 Years Ago

    Walmart Looks Like Amazon Did 10 Years Ago

    • Flipkart is the future, and WMT goes down 3%.
    • A good return with low risk can be reached with a prudent approach to investing in WMT.
    • WMT’s online business is now where Amazon’s was 10 years ago.



    Introduction

    Walmart (NYSE: WMT) recently announced that it will pay $16 billion for a 77% stake in Flipkart, the Indian online retailer. This is the company’s largest acquisition to date, and shows how in today’s world, it’s still important to look beyond current numbers and invest in growth.

    I want to discuss Walmart and what they are doing for the long term, compare that to Amazon, see whether their strategies are fairly valued by the market, and how to go about investing in WMT. More →

    By Sven Carlin Amazon Investiv Daily Walmart
  • 09 May
    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    Today, I want do describe my investing style and how it works which will give you insights into how I reach satisfying investment returns with a margin of safety.

    I’ll use Nevsun Resources (NYSE: NSU) as an example as it has been one of my largest portfolio positions over the last year.



    More →

  • 08 May
    Buffett: Do As I Say, Not As I Do

    Buffett: Do As I Say, Not As I Do

    We’ll continue today with my summary of Berkshire’s annual meeting, and the most important things an investor should remember and learn from Warren Buffett and Charlie Munger.

    If You Want A Formula, You Should Go Back To School

    On a question seeking a mathematical explanation of how to pick stocks, Munger said that investing cannot be put into a formula because they are always wrong. As always, investing is about commons sense.

    For Munger, Costco at a PE of 12 was simply extremely cheap even if the price to book was around 3. This leads to another interesting topic about asset light businesses.




    More →

  • 07 May
    What You Can Learn From Berkshire’s Annual Shareholder Meeting

    What You Can Learn From Berkshire’s Annual Shareholder Meeting

    This past Saturday, the Woodstock for capitalists was on as Warren Buffett and Charlie Munger held their annual shareholder conference.

    If you want to succeed in investing and reach your financial goals, this conference and the insights from it are all you need to listen to in order to learn about investing, what’s going on, and what to do about it.

    In today’s article, I’ll summarize what the key points to take out are and also save you the 6-hour watch.



    More →

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