Last week we posted a notice that some of our contributors, Lauren Templeton and Scott Phillips, would be making the media rounds. Not sure I can embed the players in WordPress, so I’ll post links below. Lauren and Scott really get into the practical side of value investing in these clips (as opposed to the more philosophical angle [...]
Archive for August, 2010
Follow Up: Lauren Templeton and Scott Phillips Media Appearances
Posted in Investing, Stock Market, Wall Street, tagged Lauren Templeton, Maximum Pessimism, Scott Phillips on August 19, 2010 | Leave a Comment »
The Templeton Letters: What is Normal for Stock Prices? Part II
Posted in Uncategorized on August 17, 2010 | Leave a Comment »
Part I can be found here. The estimate of normal based on the three principles above is valid only when applied to a diversified list of industrial common stocks. Different principles are needed if we attempt to appraise the normal for any particular stock. In order that our calculations may be always up-to-date, normal for [...]
Lauren Templeton and Scott Phillips Media Appearances
Posted in Uncategorized on August 13, 2010 | 1 Comment »
Some fun news: two of our favorite contributors to What Would John Templeton Say?, Scott Phillips and Lauren Templeton, are making the media rounds to promote Scott’s excellent new book Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture. Be sure to catch them today (Aug. 13th) on [...]
The Templeton Letters: What is Normal for Stock Prices?
Posted in Uncategorized on August 10, 2010 | 1 Comment »
These days, there is certainly plenty of speculation about “when things will return to normal.” These kinds of concerns are nothing new. Just as we worry about defining and seeking ”normal” today, so too did John Templeton’s clients worry about what was “normal” for the markets five decades ago. Repeated inquiries prompted him to circulate the following confidential memo to his clients [...]
Lauren Templeton and Scott Phillips on The Principle of Maximum Pessimism, Part 2
Posted in Investing, Philanthropy, Stock Market, Stocks on August 5, 2010 | Leave a Comment »
In the last few weeks, we have featured interviews with John Templeton discussing the concept of maximum pessimism. This is the second and final part of Lauren Templeton and Scott Phillips discussion of maximum pessimism and its relationship to Templeton: Another way to consider this activity is in the terms of comparing near-term versus long-term prospects, in many cases [...]
Lauren Templeton and Scott Phillips on The Principle of Maximum Pessimism, Part 1
Posted in Investing, Philosophy, Stock Market, Stocks, Wall Street on August 3, 2010 | Leave a Comment »
In the last few weeks, we have featured interviews with John Templeton discussing the concept of maximum pessimism. Lauren Templeton and Scott Phillips discuss the principle of maximum pessimism and its relation to Templeton: The principle of maximum pessimism has the potential to be a puzzling concept to many casual observers. To begin, this investing maxim—at least on [...]
