July 25th, 2012
Topics this month include:
This month’s newsletter on global value investing is available for download here.
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All thoughts and feedback appreciated. This is a work in progress.
July 5th, 2011
You can go to the Tradestreaming link to hear the audio.
The Tradestreaming Introduction is pasted in below. Note: in the audio my title was said to be Chief Investment Officer which is not correct. This correction is also noted below in the text and on their site.
He was able to accomplish this by applying a framework to invest globally. Like Buffett, Waleed is a value investor. But the similarities end there — Waleed is a deal maker, on the prowl to see where he can add value and how.
In this podcast, we’re joined by Jeff Towson, who was Head of Direct Investments Middle East/North Africa and Asia Pacific for Waleed** for almost 10 years. He’s written a new book describing the Waleed model,What Would Ben Graham Do Now: A New Value Investing Playbook for a Global Age. He explores the essential question of our day: how does a foreigner properly invest in emerging markets?
In today’s episode of Tradestreaming Radio, we discuss:
** In the audio of this program, I mistakenly refer to Towson as Waleed’s Chief Investment Officer. His correct title was Head of Direct Investments Middle East/North Africa and Asia Pacific.
April 11th, 2011
In my previous article on Step 1 of Becoming a Global Investor, I argued that “going global” as a value investor means exponentially increasing your potential opportunities. There are just so many more companies out there now. It’s a fantastic time to start looking globally.
But it is also about overcoming “5 going global” problems:
Filed under: China, Emerging Markets, Tom Russo, Uncategorized, Warren Buffett • Leave a Comment
Jeffrey Towson is an investor, professor and best-selling author focused on the emerging markets (China, Middle East, etc.) – and their increasing collision with the West....[read more]
