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Should You Hedge Currency Risk When Investing Internationally? (#forex)
I read a white paper by Tweedy, Browne entitled “How Hedging Can Substantially Reduce Foreign Stock Currency Risk” the other day. I actually find the title of the paper misleading because the way it’s...
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Thoughts On Diversification & Ideal Portfolio Management: A Reply...
I’ve been having a constructive conversation on the topic of diversification (recently covered here at valueprax with the previous post in this now-series) with new friend and fellow value investor...
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Interview With Jim Chanos On Shortseller Psychology, China (#ChinaCrash,...
Jim Chanos interviewed by Opalesque TV, discussing the differences between long and short investor psychology, and the economic dynamics in China: Filed under: Investing Tagged: China, contrarians,...
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Geoff Gannon Digest #5 – A Compilation Of Ideas On Investing (@geoffgannon)
The “Geoff Gannon Digest” is a series of posts highlighting some of my favorite wit, wisdom and investment advice from value investor Geoff Gannon. Each post provides a link to the parent article with...
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Videos – Mohnish Pabrai On Forbes (#valueinvesting)
Intelligent Investing with Steve Forbes presents Mohnish Pabrai, managing partner, Pabrai Funds Major take-aways from the interview: Attitude is the most important attribute of any investor The value...
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Review – Nintendo Magic ($NTDOY, #videogames, #business)
Nintendo Magic: Winning the Videogame Wars (buy on Amazon.com) by Osamu Inoue, published 2009, 2010 (translated from Japanese) A “valueprax” review always serves two purposes: to inform the reader, and...
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The Free Capital Blog Digest (@guy_thomas, #valueinvesting)
The following is a digest of posts from Guy Thomas’s Free Capital blog from Feb 2011 through Jan 2012. Each post provides a link to the parent article with bullet-pointed lists of key-takeaways from...
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Post-Mortem: KVPHQ Capital Structure Arbitrage Trade ($KVPHQ, #CapArb)
A “valueprax” investment post-mortem explores the aftermath of a portfolio investment, successful or unsuccessful, with the intent of acknowledging the good, accepting the bad and attempting to find...
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Review – The Intelligent Investor (#valueinvesting)
The Intelligent Investor: A Book Of Practical Counsel; The Definitive Book On Value Investing (buy on Amazon.com) by Benjamin Graham, published 1973, 2003, 2006 A “valueprax” review always serves two...
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Notes – Doing The Hugh Hendry (#debt, #diversification)
Below is some commentary from Hugh Hendry I found in an FT.com editorial I since can not access as I don’t have a login. But I thought it was interesting when I first read it awhile back and I still...
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