Click THE LINK BELOW to view Jim’s slides from his presentation at Master Investor 2015. Master Investor v1.8 – no notes
The Confederation of British Industry said that manufacturing output expanded at the slowest rate in over 2 years during the first 3 months of 2015, with the deceleration particularly notable among exporting firms, which suggests a loss of confidence in global prospects in the last few months. However, the average firm was still increasing production…
by Frederik Vanhaverbeke In the latest of a series for Master Investor Magazine, Frederik Vanhaverbeke, author of Excess Returns: A comparative study of the methods of the world’s greatest investors, looks at how some of the world’s greatest investors are so successful. The percentage of investors who own 25 or more different stocks is appalling.…
By Eithne Treanor The week got off to a positive start with early momentum coming from the drop in the number of oil rigs deployed. Geopolitical uncertainty and currency fluctuations also impacted the market and sustained the upward trend. In early trading on Friday, Brent oil was priced close to US$65, with WTI above US$58…
In the latest of series for Master Investor, Frederik Vanhaverbeke, author of Excess Returns: A comparative study of the methods of the world’s greatest investors, looks at how some of the world’s greatest investors are so successful. To me, it’s obvious that the winner has to bet very selectively. It’s been obvious to me since…
By Amy McLellan Zoltav Resources has travelled a long way in the two years since it made its first oil and gas acquisition, when it paid US$26 million for the Koltogor licence in Western Siberia. Since that deal in May 2013 there has been a further material acquisition, this time of the Bortovoy Licence in…
By Martin Clark Any upstream find, whatever the prevailing economic climate or oil price, is welcome news in the ears of investors.And TSX-listed Pacific Rubiales Energy Corporation certainly did not disappoint this week. The Canadian company announced that it had identified a 213 metre gross oil column that confirms an important new light oil discovery…
UK Government borrowing dropped to £7.4 billion in March, more than £400 million lower than in the same month of 2014. The total for the year so far now stands at £87.3 billion, well below the Office for Budget Responsibility’s £90.2 billion estimate and a drop of £11.1 billion against the comparative period. While the…
By James Faulkner and Richard Gill “We’re going to be led by what we see the customer wants,” said Sky CEO Jeremy Darroch in 2014. So far, his appraisal of the situation has been that the UK consumer is not clamouring for quad-play. However, clearly Sky only has one piece of the puzzle missing –…
In the third of a new series for SBM Frederik Vanhaverbeke, author of Excess Returns: A comparative study of the methods of the world’s greatest investors, looks at how some of the world’s greatest investors are so successful. A man with no special pipeline of information will study the economic facts of a situation and…
