My Investing Muse

With the ending of 2022 Q2, let us take a look at the portfolios of the super investors.  Let us know and understand their biggest purchases and sales from Q1/2022. As always, I encourage all of us to do our own due diligence before investing.  As always, do not leverage, spend within your means and invest what you can afford to lose. Cloning of super investors? We should not blindly copy the trades of these super investors. I suggest that we use this list as a filter, from which we qualify each stock of interest.  Our homework will bring the necessary conviction and resolve - helping us to decide on buying, holding or selling at times of panic and euphoria.  As we each have different risk-reward tolerance, investing time horizons and different expertise with different sectors, let us be disciplined to invest within our domains (Charlie Munger & Warren Buffett would call this "circle of competence").   This list is only based on what is reported via the...

We have our heroes in our lives.  For some, they could be our parents, siblings or someone in the public domain.  As an investor, I have read several materials from & about some of the top investors.  For ease of reference, let us call them " super investors ".  Heroes come in different shapes, sizes and strategies.  As (an "aspiring") value investor, it would not be surprising that I started by reading up materials on Benjamin Graham, Warren Buffett, Charlie Munger, Peter Lynch, Li Lu, Mohnish Pabrai, Nick Sleep, Guy Spier and the likes.  With heroes, it is not surprising that we will study them, watch their interviews and read their books.  For some of us, we would even consider "cloning" their portfolios.  Mohnish Pabrai admits that he is a "shameless" cloner.  For me, let us not forget to do our own due diligence before we invest .  We should not invest with the conviction of another .  Without understanding the stock, do we...