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Boot Camp for Value Investors | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2013/04/boot-camp-for-value-investors
Boot Camp for Value Investors. April 19, 2013. The Conference was excellent! Investment Strategies for a Changing World. I would strongly encourage anyone interested in value investing or in improving their investment skill to attend this conference next year or any of the other events organized by The Ben Graham Centre for Value Investing. There are also extensive resources available on the Centre’s website that can be accessed for free at www.bengrahaminvesting.ca. Post a Comment Cancel reply.
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Pilgrimage to Omaha | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2015/05/pilgrimage-to-omaha
May 13, 2015. As most of you know, I have been a long time admirer of Warren Buffett, Charlie Munger and Berkshire Hathaway. I am also pleased to report that our two funds have been long time Berkshire shareholders. I recently returned from the Berkshire Hathaway Annual Meeting in Omaha. This year was the 50. Anniversary of Warren Buffett taking control of the company. It was my 25. In achieving outsized investment results. After shopping, it is back to my seat in time for the company movie which begins ...
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Welcome to Above the Fray | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2011/06/welcome-to-above-the-fray-2
Welcome to Above the Fray. June 13, 2011. Welcome to Above the Fray which is a new, more or less monthly, blog from Stacey Muirhead. We plan to discuss the key skills that are required for long-term investment success. Of course, we will also comment on what we are doing with the capital you have entrusted to our care. When we have to discuss what we own and why we own it in a cogent way with limited space, it forces us to be on top of our game which is a positive collective outcome for all of us. I foun...
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The Weirdness of RIM | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2013/01/the-weirdness-of-rim
The Weirdness of RIM. January 15, 2013. But whether you are a believer in RIM or think it is destined for the scrap heap, there is much activity by RIM investors recently that is just plain weird! In the last five trading days, an astounding 374,318,025 RIM shares have changed hands on NASDAQ and the Toronto Stock Exchange. Since the day following RIM’s most recent earnings announcement on December 20. Doesn’t this seem a little weird to you? Is this really value added investment advice? As Blaise Pascal...
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Simple But Not Easy | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2012/08/simple-but-not-easy
Simple But Not Easy. August 16, 2012. How could this happen? Lauren explained that this occurred because large numbers of investors would purchase Magellan Fund after it had experienced a short term period of excellent performance only to sell out later after a period of poor short term performance. Clearly, such investors did not buy low and sell high. In fact they did the opposite! Do you want to buy at the point of maximum pessimism? Post a Comment Cancel reply. Your email address will not be published.
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Getting an Investment Edge | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2011/11/getting-an-investment-edge
Getting an Investment Edge. November 29, 2011. Does Stacey Muirhead have any of these edges? Do they give us a sustainable competitive advantage of other portfolio managers and investors? Developing an informational edge is more likely. Let me be clear about what I am. Above the Fray is a regular blog written by Jeffrey Stacey, Chairman and CEO of Stacey Muirhead Capital Management Ltd., which discusses items of interest related to investing, finance and business. This is not a solicitation.
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Field Report: Ireland | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2014/06/field-report-ireland
June 27, 2014. I recently returned from a trip to Ireland. While the purpose of my trip was more vacation than business, I did manage to squeeze in a couple of meetings and site visits that have reconfirmed my enthusiasm for our long term investment holdings in C&C Group and Diageo. I do want to express a big thank you to Brian Fagan, the Five Lamps Managing Director, for hosting us at the Brewery! By the end of our time at the cidery! At the factory, we participated in the Guinness Connoisseur’s Experie...
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Creating Shared Value | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2013/12/214
December 23, 2013. Nestle will spend $350 million Swiss Francs this decade on responsible farming and production practices. Nestle has distributed 16 million coffee plantlets in the last decade to coffee farmers in 10 countries at no charge and with no contractual obligation to sell coffee to the company. Nestle will distribute 220 million high-yield, disease resistant trees to farmers by 2020. Nestle will source 180,000 tonnes of green coffee directly from 170,000 farmers in 2015. To learn more about it...
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The Life of an Investment Analyst | Stacey Muirhead Capital Management – Above the Fray
http://atf.staceymuirhead.com/2012/03/the-life-of-an-investment-analyst
The Life of an Investment Analyst. March 20, 2012. No smiley faces for me. So what am I looking for when I read an annual report? Quite simply, I attempt to apply the filters of our investment philosophy in assessing the merits of the business as I read through the report. Does the business have outstanding business economics? Post a Comment Cancel reply. Your email address will not be published. Required fields are marked *. March 22, 2012 at 8:07 pm. The Dangers of Baton Passing. The Weirdness of RIM.