December 2012
Intermediate to advanced
179 pages
3h 13m
English
Content preview from Investing Against the Tide
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chapter 19
Some of my best and worst investments
I have detailed performance attribution figures only for the last eight years that I ran the Special Situations Fund. I will discuss some of the best and worst investments over that period as well as a few of the stocks that really helped or hindered me before then. These are summarised in Table 1 at the end of this chapter.
My ten best performers from 2000 to 2007 were: Autonomy, ICAP, Gallaher Group, Cairn Energy, MMO2, Amlin, Balfour Beatty, George Wimpey, BG Group and Safeway. My ten worst were: Sportingbet, Rank Group, ITV, GCAP Media, SMG, Premier Foods, Isoft, Cookson Group, SSL Intl., British-Borneo Oil & Gas.
It’s ironic that one of my best stocks over the last seven years of running ...
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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.