July 24, 2018

Perfect Stock Market Portfolio

How to build a perfect portfolio How to manage a stock portfolio It is all about portfolio risk reward STOCK... Continue reading

CRESUD Sum Of Parts Analysis (Video)

Cresud represents an investment in agricultural land and real estate. It is a great company, but whether it is undervalued... Continue reading

July 23, 2018

Should I Invest? It is a Positive Sum Game

Should I invest in stocks? Investing in stocks is a positive sum game. By being careful in what you invest... Continue reading

July 20, 2018

Berkshire will not do buybacks now!

The mania surrounding potential Berkshire buybacks has pushed the stock price up 5% but the effect is already fading. BRK... Continue reading

July 18, 2018

The Intelligent Investor – 7 Things to Watch for the Defensive Investor

  The Intelligent Investor by Benjamin Graham is surely the best book for stock market beginners as it gives you... Continue reading

July 16, 2018

Mercadolibre stock analysis

Mercadolibre (MELI) is often called the Latin American Amazon (AMZN). Given that AMZN's stock is up 50 times over the... Continue reading

July 12, 2018

Argentina Has Great Businesses – ADR stock list

Great investment returns come from buying things nobody wants to touch with a ten foot pole. Argentina might be such... Continue reading

July 10, 2018

Tesla’s Stock – The Key Factor To Watch Amid All Other Things (Going to Mars etc.)

In the below video I discuss an extremely important thing investor should watch when investing in any stock, sector or... Continue reading

July 9, 2018

Adecoagro – and interesting land investment

Summary Currency translation leading to huge paper losses might mislead investors. It is important to differentiate between book values in... Continue reading

July 6, 2018


When analyzing a sector to invest in, like I am currently doing, it is always good to go through a... Continue reading

July 5, 2018

Price to earnings ratio (PE) explained! How to use it!

Here we summarize Graham's chapter from The Intelligent Investor. We use modern examples and his examples to show what to... Continue reading

June 29, 2018

Discussion On Gold – From Price To Portfolio Exposure

Summary There is a big difference between a short term and long term perspective on gold. As gold offers no... Continue reading