Sean Peche, Author at Ranmore

Author: Sean Peche

Einstein said, “Insanity is doing the same thing over and over again, and expecting different results”

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But in a recent interview, Howard Marks applied a financial twist to that definition saying, “Insanity is doing the same thing, in an entirely different environment, and expecting the same result (as you received in the previous environment)” explaining further “So the things that worked the best in an environment of declining and ultra-low interest … Read on

Always beware of market cycles

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No market, sector or size rules for ever; the wheel always turns Howard Marks (pictured) is a billionaire investor who’s been successfully investing through the many market cycles since 1970.  Warren Buffett once said of him, ‘When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I … Read on

Don’t you love January?

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Time for a fresh chance to do the things you know make sense And aren’t January sales great? Who doesn’t think buying goods on sale makes sense? If you like your purchase, you have money left over And if you change your mind, you can sell on Vinted and not lose too much BUT If … Read on

A stock answer on why we shun the Mag 7

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Their true numbers are blurred by huge share awards to employees. Finance theory says a company is worth the present value of its future cash flows to shareholders. But that’s not how it works in practice sometimes. Accountants focus on earnings, not cash flow and while you’d think it’s only due to timing differences that … Read on

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