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Josh Maher's Blog » Entries tagged with "trading"

5 Investing Lessons From Howard Lindzon

Howard spews investing advice every Monday (usually), he talks about the individual companies he invests in all the time on StockTwits and isn’t shy to discuss his reasoning behind each of those picks. As you may have picked up on, the Investing Lessons series that has looked at Fred Wilson and Chris Sacca focuses on lessons that we can take back and incorporate into our own investment strategies. While it may be great to follow Howard into some of his picks (like Pabrai, I’m a fan of cloning great ideas), I think it is more valuable to learn from his examples and discussions about how he invests. Howard recently popped up in a foundville interview and provided some insights into himself and his thought process. Thinking through the lessons we can learn from … Read entire article »

Filed under: Entrepreneurship, Investing, Profit, stocks

5 Investing Lessons From Fred Wilson

Following up from my last post in the series 5 Investing Lessons From Chris Sacca, I came across this article that Jeff Bussgang wrote on lessons for startup entrepreneurs. Reading the article, there were a few key points that Jeff points out as important for startup entrepreneurs. These are great for the MBAs Fred was speaking to and entrepreneurs, but it is interesting the insight that Fred is providing into his thoughts on investing and how relevant they are to investors in public companies. Let’s look at each of the key points and how they are relevant to retail investment decisions.   Lesson #1 – Embrace Failure Fred observed that failure is typically a valuable and powerful experience—forcing introspection, humility, and an extra drive to prove something to others. He observed that the entrepreneurs he … Read entire article »

Filed under: Entrepreneurship, ESPP, Investing, Startups, stocks

5 Investing Lessons From Chris Sacca

There is a lot of hype around venture capitalists, the VC 10x return requirements, their high flying exits when companies like Facebook IPO, and their exclusive carried interest income that is barely taxed. It is certainly well deserved hype, there is a lot of money to be made (and lost) in venture investing, what is interesting though is that the basic principles used in venture investing are principles that any investor can and should use. Have a look at this recent report on GeekWire on the returns of venture captialists, you will see an obvious trend that VCs returns are long term and not short term. The thought here is that these returns are based on longer term fundamental or value investments and not shorter term momentum or technical investments. … Read entire article »

Filed under: Entrepreneurship, Investing, stocks

Learning From The Best or The Rest?

Another good interview over on Vimeo with Howard Marks… Watching this and so many other videos from experts got me thinking about how we usually approach learning. The norm is that we all go to school with some good and some bad teachers. We learn the basics and later select what to do with our lives. An increasing number of us in the US and in the World are making the decision to go get a Higher Education. What is interesting though is that those higher education instructors are usually mediocre at best. Even the great universities are not always filled with The Best instructors available. What impact does that have? If most of the people in society that have higher education degrees are being taught by a pool of mediocre … Read entire article »

Filed under: career, Investing, stocks

The market’s influence on everyday life

As I have been getting better at trading and investing, I have been finding that I am doing things different in life and examining all decision making processes a little different. As I keep getting better and better and learn to trade different timeframes and asset classes, I continually am finding that what I am learning in the market is providing me insights into my own personal comfort level in life, how to evaluate other people, ideas, companies, news, politics, etc. The list just keeps going. Really everything that I used to know in life has been affected by my experiences over the last eight years of going from knowing nothing about the financial markets to doing a fair amount of investing and trading (and at least beating the returns … Read entire article »

Filed under: Banking, blogging

Are we all working less?

That’s right, work less, good catchy title for a post about the job numbers released on Friday According to the calculations of our friend Jake over at EconomPic, the current average of working hours in the US is the lowest it has ever been! (well the lowest it has ever been since we’ve been keeping track anyway.) That’s actually kind of amazing if you think about it this means that if you take the US as a group and looked at how many hours we are working, we are working the least amount of hours then we did at any other period in tracked history. Look at Oct. 99 – we were working the most and of course we all know about the internet bubble that was happening at that time. … Read entire article »

Filed under: Seattle

The Bear Market Cometh?

Well now that we hit our magical 10k number (again) and the big market makers had a chance to take some profits, some wonder if we’re on the verge of a bear market, and others (like last time we hit 10k) think we’re on our way to 14k… Whether you are optimistic or not about the market, the next few weeks will be telling (probably a good time to take some profits if you’re in the market and wait) We are starting to see the tails of housing not making the comeback we all were anticipating and consumer confidence eroding (now at the lowest point it’s been in 26yrs). This consumer confidence problem is a big deal, especially when combined with continued declines or stagnation in the job market. The consumer … Read entire article »

Filed under: Banking, Investing, Seattle