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Month: March 2013

Focusing on what’s important

Posted on March 21, 2013 by Leon

Active Investing requires independent research and decision making that forces you to learn a lot about yourself and your manner of thinking.  Nassim Taleb has recently published an interesting principle on his Facebook page about decision making and the importance of focusing on the key factors.  The below graph proposes a typical scenario you have…

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Warren Buffett’s 2013 letter to investors has been released

Posted on March 3, 2013 by Leon

You can find a copy here: http://www.berkshirehathaway.com/letters/2012ltr.pdf I’ve been reading the Buffett letters for years, and have read the historic reports dating back to 1977.  My main interest is the colour Warren puts on his approach to a manager, and his openness with investors.  He uses increases in book value against the S&P500 as a yardstick…

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My guide to completing an MBA

Posted on March 1, 2013 by Leon

At the end of 2013, I’ll have finished my MBA, and I’ve learned a number of rules to succeed in the MBA and maximising your return on investment (dollars, time, etc).  The MBA is really a bunch of different lenses you can look at management through, whether it be HR, Internationalisation, Finance, etc.  By immersing…

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