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Thoughts all things investing

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Thoughts all things investing

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The Great Crash 1929

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1/2/22 John Kenneth Galbraith published an excellent account of the 1929 Crash. He covered the period preceding the crash, the crash itself and the immediate aftermath. This book is often cited in high regard by many, including Warren Buffet, and why this is so becomes evident once you delve in. Galbraith never blurs the line …

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What is investing?

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16/1/22 The word investing covers a range of topics, both financial, such as real estate investing, and non-financial, such as investing in oneself. The type of investing I am going to briefly cover here is stock market investing, and my view on it. In theory, stock market investing is simple, buy low and sell high. …

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The world’s greatest management team?

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9/1/22 In what is arguably the greatest ever investment, Naspers, under the guidance of Koos Bekker, invested $32 million into Tencent in 2001. At the time, Tencent was a newly established company, now it is a Chinese internet behemoth. The valuation of the investment reached $133 billion by 2019 – an CAGR of circa 65%. …

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