Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Equity Bottom-Up

Berkshire Hathaway Inc Cl A / Equity Bottom-Up

<p>Warren Buffett has mentioned that he has two buckets of paper on his working desk – One bucket is for companies and industries that he tries to analyze and better understand. The other bucket is about areas that are “too difficult to understand” even for the Oracle of Omaha. Warren Buffett, the greatest value investor in the world, has repeatedly emphasized that investors’ time are probably better spent analyzing the industry and competitive dynamics of a company rather than worry about the…</p>

Warren Buffett has mentioned that he has two buckets of paper on his working desk – One bucket is for companies and industries that he tries to analyze and better understand. The other bucket is about areas that are “too difficult to understand” even for the Oracle of Omaha. Warren Buffett, the greatest value investor in the world, has repeatedly emphasized that investors’ time are probably better spent analyzing the industry and competitive dynamics of a company rather than worry about the…

Warren Buffett's Two Buckets & The Dilemma for Value Vs. Macro Investors in Emerging Markets in 2017