The Value Investors: Lessons from the World's Top Fund Managers

[EnSabahNur]

The Value Investors: Lessons from the World's Top Fund Managers

http://www.amazon.com/The-Value-Investor...B008UYKYZO

[FFNow]

Thanks for pointing it out. Shall borrow it soon from the library.

[KopiKat]

I had a quick browse thro' this book sometime back at a Book Store - Prologue @ OC, when I was checking out the store.. Hee..

Quite an interesting read for me as I have never read of any books on successful Asian Value Investors. But, it's more on their background and how they got to where they are today. Not so much on their Value approach, unfortunately...

I must admit that prior to this, I don't know the Asian characters. But, one person sounded familiar - V-Nee Yeh of Value Partners. I think he's the same one in Saizen REIT.

[Some-one]

I am about to read this book after I finish my current book..

[CityFarmer]

Reading on this book, and found the following interesting quote (page 42) by Thomas Kahn from Kahn Brothers Group

"Investing is about finding opportunities that grow your capital, not necessarily finding companies that will grow. Sometimes you can grow your capital with non-growth companies"

Exactly the same reason to invest on non-growth companies (e.g. SPH) for me.

[Temperament]

Reading on this book, and found the following interesting quote (page 42) by Thomas Kahn from Kahn Brothers Group

"Investing is about finding opportunities that grow your capital, not necessarily finding companies that will grow. Sometimes you can grow your capital with non-growth companies"

Exactly the same reason to invest on non-growth companies (e.g. SPH) for me.

Exactly! It may never be a 3t or 4t but it is still possible as close as 2t company if purchase at a right price. What about the high dividend return?
NO?

[AlphaQuant]

thks for the recommendation - it is a good read.
i like especially the last portions where he interviewed the asian investors - it certainly gives a lot of courage to the wannabes to take the first step, and dare to dream! value investing is not confined to the realms of the american/europeans!

[CityFarmer]

Just done my 1st round on the book.

I recalled one of KopiKat's comment. It is more important to search for a suitable investment style than found the best one. I have a better appreciation on his comment after read this book

The key factor of good investment result is execution. Best execution can only derives from matching investment style with your character and temperament.

This is definitely a good book to keep and re-read from time to time