In May 2025, I attended the Berkshire Hathaway Shareholders Meeting in Omaha, Nebraska. This marked my fifth meeting, with my first experience dating back to 2017, and once again, it was filled with invaluable insights. As a continuous lifelong learner, I deeply appreciate the wisdom Warren Buffett shares - not only about investing principles, but … Continue reading Insights from the Berkshire Hathaway Shareholder’s Meeting 2024
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“Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change
Munger (link) talks about: Chinese stocks: "I think a shrewd person can find more bargain stocks in China than he can find in the U.S." Fallacy of EBITDA - an insane invention by the investment bankers to make their life easier: referring to Buffett, Munger says D&A are real costs and actually they are the worst kind … Continue reading “Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change
Seeing Opportunities in Defeat
Dr. Wladmir Klitschko on his defeat against Anthony Joshua: When a loss is a victory - a plea to see opportunity in being defeated: "You have prepared for a task perfectly, given it your all and thought through all eventualities. Yet you failed to achieve your goal. Ask yourself, then, if you haven't perhaps gained something different, something … Continue reading Seeing Opportunities in Defeat
Economics – The Big Picture: the near term good; the longer term scary…
The world's largest macroeconomic hedge fund manager, Ray Dalio, writes about the current economic environment. As always supported by careful analysis of data, Dalio offers great insights: "Big picture, the near term looks good and the longer term looks scary." (Read the full article by clicking on the link)
New Online Presence
The new webpage of Franklin Watson Investments just went online. I hope you enjoy it! Yours sincerely, Jeremi
Welcome to Franklin Watson Investments 