Holdun, Author at Holdun - Page 21 of 21
“See No Evil, Hear No Evil, Speak No Evil.”

“See No Evil, Hear No Evil, Speak No Evil.”

We would all have been better off if we had behaved as wisely as the Three Monkeys in the first quarter of 2016, or any quarter or year for that matter. Unfortunately, in order to make a living, commentators need to commentate, brokers need to trade and the poor...
Quarterly Book Review

Quarterly Book Review

I’m sure it has happened to every one of us. You’ve read books by one of your favourite authors, and then he or she comes out with a book whose subject matter appears somewhat frivolous, so you decide to take a pass. So it was with a book that I had...
The Letter – Lessons from Warren Buffett

The Letter – Lessons from Warren Buffett

Every year around this time, a good portion of the investing population waits breathlessly for The Letter, which is released at 8am on Saturday morning. How many investors download The Letter escapes me but it must be enormous. I have read The Letter religiously for...
Back to basics

Back to basics

After a horrible January for the stock market, investors are understandably nervous, if not scared. It is never easy when markets are in retreat, but retreat they do. There is no certainty when it comes to investing. There is only process and discipline to guide us...
Quality is Job #1

Quality is Job #1

When I started in the investment business some 45 years ago, I was excited and eager to learn all that I could from as many sources as possible. I read and read and read, hoping to find the secret to investment success as we all do when starting out. I learned very...