L’efficienza o meglio il suo mito puo’ uccidervi. Cosi’ come la famosa frase “a tutti i costi” anche il principio “efficienza e produttività sempre” e nessun tempo morto.. puo’ mettere piu’ facilmente voi in cassa da morto che il tempo. Il concetto stesso di tempo morto è inesistente per l’uomo saggio che sa maneggiare il…
Vi consiglio un libro in italiano che mi ha seguito in valigia e poi in tasca nel recente arrivo a Roma dagli States. Breve ma efficacissimo: “Pensa che ti passa” di Francesco Muzzarelli (Emi, gli infralibri) Sottotitolo: “Usare la testa per non farsi male”. Va via d’un fiato ed è un piacere per chi come…
A few years ago, when I was in Warsaw for my CFA level I preparation course, an “academician” (professor) knowing my passion for Warren Buffett asked me: “So what do you do? Do you “copycat” what he buys, strictly following his ‘moves'(investments), and his portfolio?” I said “No, of course not! One of the first…
I encouraged my 14 years old son to read with me chapter 8 and chapter 20 of the “Intelligent Investor”. Just 2 pages a day but consistently, everyday for roughly 20 days. Here’s what happened. We really enjoyed sharing together in a world of wisdom that “neither derives pleasure from being with the crowd or…
Among the “Superinvestor” of Graham and DoddsVille one of the most interesting one was Walter Schloss. Schloss passed away in 2012 and he has to be introduced and known by young kids and young adults because of his old-fashioned style of investing that really intrigues me a lot. His adversion to lose money and his…
The story of Mrs. B from Nebraska Furniture Market is a story known very well to every Buffett student and Berkshire shareholder. Starting from scratch and becoming the greatest furniture mall of the Country is a perfect example of how big can be the generosity of an immigrant determined to establish herself in a new…
The most important thing I always looked for in great investors and great business minds is integrity. From there I started to evaluate my relationships with the others in every field under a new light. It improved my life a big deal. Ethics improves your skills in business teaching you that everyday you advertise yourself…
Year 2000 is approaching: at 70 years old Buffett was considered obsolete and old. His time over, his gold touch gone in the face of the new tech wave of companies which prices had sky-rocketed as much as their popularity. Berkshire had not a single tech stock in portfolio.The price of BRK at his lowest.…
You have to have discipline. You have to be consistent in your reading, analysing, in doing your homework everyday. But then there’s something you have to deal with that I don’t know if it’s teachable, if it is talent or what. You feel it’s time to swing, the business you want to buy shares of,…
It’s 90 years and the best is yet to come. Many people, individual investors and business entities of all kinds in America and all over the world thank you today Mr. Buffett. They will do it in many ways. My personal tribute today is celebrating 1 year of this little blog that would be an…