Valuation Matters: A Winning CAPE Strategy
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleIt’s A Chaotic World. Profit From It
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleBook Review: “Liem Sioe Liong’s Salim Group: The Business Pillar of Suharto’s...
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleChanging China and Its Stock Markets
In the last six weeks I visited Beijing and Taipei/Tainan for business and leisure. I lived in Beijing in the mid-1990s and For more great content, visit BeyondProxy
View ArticleBook Review: One Summer, by Bill Bryson
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleWhy Equities Outperform
A week-long summer reunion got me thinking once again about how to best explain what I do to my more academically-inclined family. For more great content, visit BeyondProxy
View ArticleThe Importance of Structure
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleJamaican Twofer: Book Review and Notes
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleMusic – A Different Investing Analogy
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled... For more great content, visit BeyondProxy
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