Justyn Walsh
29 thoughts in this book draw on Justyn Walsh.
Books & sources
- Investing with Keynes · 29 thoughts
The thoughts
- If everyone is thinking alike then somebody isn’t thinking
- - The key to investing is not assessing how…
- A portfolio of stocks with a post risk characteristics…
- buffet cautions against selling off one superstars for rather…
- Buffett discovered in those companies possessing sturdy barriers to…
- Diversification is in reality more a strategy of risk…
- Education
- Good business judgment with an ability to insulate thoughts…
- if a business earns 18% and capital over 20…
- It is because particular individuals fortunate in a situation…
- It is not easy, it seems, for men to…
- Keynes focused first and ensuring that a protective buffer…
- Keynes like warren Buffett after him, practice a more…
- Not everything that counts can be counted, and that…
- One dog barks at something at 100 Park at…
- One may be, and no doubt is, inclined to…
- Only when the pendulum of investor sentiment has gone…
- Only when the pendulum of investor sentiment has one…
- The art of being wise is the art of…
- the behavioral economists Richard failor and Warner de Bond…
- The buy and hold investor only incurs a theoretical…
- The company had a huge asset that did not…
- the remarkable fact was not that Keynes was a…
- The value investor searches for those securities that exhibit…
- things to focus on estimated intrinsic value of a…
- timing is important
- To carry one’s eggs and a great number of…
- warren Buffett similarly insists on demonstrated consistent earning power…
- You can keep your head when all about you…