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Mark Mobius – cytaty z bloga                    Informacje inwestycyjne wyprzedzające rynkowe trendy             Mark Mobi...
Mark Mobius – cytaty z blogaAutor: Tobiasz MalińskiUtwór dostępny jest na zasadch licencji Crative Commons Uznanie autorst...
Mark Mobius – cytaty z blogaSpis treściFilozofia inwestycyjna Marka Mobiusa ........................ 4  Cechy inwestora .....
Mark Mobius – cytaty z blogaFilozofia inwestycyjna Marka MobiusaCechy inwestora“The ability to take just the right amount ...
Mark Mobius – cytaty z bloga“But as I have said many times, in any bull market we expect that there will becorrections alo...
Mark Mobius – cytaty z bloga„Firstly, we do not pick sectors or countries. Our focus first and foremost is onindividual st...
Mark Mobius – cytaty z bloga„If you are considering investing in emerging market small caps, I think threethings are most ...
Mark Mobius – cytaty z bloga„We believe Chile will continue to be a leader in Latin America, in terms ofmanaging the econo...
Mark Mobius – cytaty z bloga                          Unikalne komentarze finansowe     TobiaszMalinski.pl – Informacje in...
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Mark Mobius-cytaty z bloga

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Mark Mobius-cytaty z bloga

  1. 1. Mark Mobius – cytaty z bloga Informacje inwestycyjne wyprzedzające rynkowe trendy Mark Mobius – 1 Cytaty z bloga1 Wszystkie cytaty zaprezentowane w opracowaniu pochodzą z bloga http://mobius.blog.franklintempleton.com/ TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  2. 2. Mark Mobius – cytaty z blogaAutor: Tobiasz MalińskiUtwór dostępny jest na zasadch licencji Crative Commons Uznanie autorstwa-Użycie niekomercyjne-Bez utowrów zależnych 3.0.Pełny tekst licencji: http://creativecommons.org/licenses/by-nc-nd/3.0/pl/legalcode TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  3. 3. Mark Mobius – cytaty z blogaSpis treściFilozofia inwestycyjna Marka Mobiusa ........................ 4 Cechy inwestora ................................................................................. 4 Zasady inwestycyjne .......................................................................... 4Kryteria dokonywania inwestycji .................................. 6Pozostałe komentarze finansowe................................... 7 TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  4. 4. Mark Mobius – cytaty z blogaFilozofia inwestycyjna Marka MobiusaCechy inwestora“The ability to take just the right amount of risk based on the most diligentlyresearched available information, in my mind, is the mark of a good investor”.“While one can certainly learn numerous technical skills that help in makinginvestments or managing a portfolio, a large percentage of investing is stillpsychological”.“Take a long-term view even if you desire short-term rewards”.“If we become increasingly humble about how little we know, we may be moreeager to search.”„Investing in emerging markets can be viewed as a combination of art, scienceand skill. Art is necessary to be creative. Science is required to examine the factsand interpret them objectively. Skills are needed to understand the correct timeto buy and the correct time to sell”.Zasady inwestycyjne“There is but one thing I can disclose truthfully: There is no simple secret, nosingle blueprint, no rigid roadmap that will guarantee you, me or anyone long-term success as a global investor”.“We have to learn to look beyond the short-term headline news — this is one ofthe core principles of investing”.“It can happen anywhere, only meticulous research and proper due diligencecan help to prevent investors from falling prey to such scams”. (like BernardMadoff pyramid). TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  5. 5. Mark Mobius – cytaty z bloga“But as I have said many times, in any bull market we expect that there will becorrections along the way. In our view, these corrections can be quite healthy,because to us it means that valuations will come down to more reasonablelevels. This kind of volatility in emerging markets is what we expect and why it isso important to have a long-term investment horizon”.“Experience has shown that the best investment results can come from taking along-term view and not panicking when the news is bad or some crisis takesplace”.“Volatility resides in all markets and bad times can be good times for investors,which is why we always emphasize the importance of bottom-up research andlooking at stocks on a company-by-company basis”.“Of course, when markets are down, it is the best time to start looking”.“Remember that the time of maximum pessimism is the best time to buy and thepoint of maximum optimism is the best time to sell”.“In my opinion, it is impossible to produce superior results unless one doessomething different from the majority”.“In my view, shareholder activism is not a privilege – it is a right and aresponsibility. When we invest in a company, we own part of that company andwe are partly responsible for how that company progresses. If we believe there issomething going wrong with the company, then we, as shareholders, mustbecome active and vocal”.„Our bottom-up, long-term approach is based on analyzing a wide range ofcompanies’ fundamentals such as earnings quality and growth, asset values, andcash flow potential over a five-year horizon”.„Focus on value, because most investors focus on outlooks and trends”. TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  6. 6. Mark Mobius – cytaty z bloga„Firstly, we do not pick sectors or countries. Our focus first and foremost is onindividual stocks and it does not matter which sector or country they may bein”.Kryteria dokonywania inwestycji“My personal theory is that countries that make it easy for travelers to entertend to be friendly to foreign investment”.“The condition of the infrastructure is often a sign of economic efficiency”.“Secondly — it is crucial to visit the countries and companies that we invest in.On the fixed income side, especially when investing in the smaller emergingmarkets that are now being called the Frontier Markets, we believe that themarket information is just not available on a Bloomberg screen and nothinggives you a feel for a country more then a walk down the streets.”“So, understanding a company’s exposure to derivatives is an importantquestion that we ask its management when we are looking at the balance sheetand profit and loss statements”.“In my opinion, good corporate governance brings with it transparency andaccountability that serve to govern those who control the company’s affairsIn order to allow wealth to filter down fairly, we must have a capital market thatenables the person on the street, who invests in stocks or mutual funds, to betreated as fairly and equally as the wealthiest person”.„Thus, when it comes to the IPO markets, the key is research. Do yourhomework on the individual IPO with regards to its respective merit andfundamentals before making an investment decision”.„When we look at small-cap companies, we evaluate the management of thecompany. We look at their competence and effectiveness. Do they understandtheir business well and are they focused on good returns with long termobjectives?” TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  7. 7. Mark Mobius – cytaty z bloga„If you are considering investing in emerging market small caps, I think threethings are most important: (1) study the companies and their respectiveindustries very intensively, (2) have patience and (3) take a long-term view inorder to see the long-term gain. These are a few resolutions that might be worthadding to your list this year”.Pozostałe komentarze finansowe“While perhaps not popular, I believe it is necessary for governments to insiston a separation of investment banking and regular banking and to ensurecomplete transparency and liquidity of all derivatives”.„When capital is raised, be it from taxes or from the savings of individuals forinvestment, it must be put to productive use. Simply put, the capital must resultin higher productivity, that is, there should be more goods and services producedfor less capital. This translates to higher profitability”.„The key is to have a government that acts as a true umpire, treating eachplayer fairly and applying the rules equally for all and independent ofcorrupting external influences”.„A free market model with an ineffective umpire, inadequate regulation and anuneven playing field is likely no better than a government-led model with no realcapitalist system of incentives to maximize productivity”.„People don’t think about problems in the context of history. They think thattoday’s worries will always be there and that existing conditions can’t change. Iencourage people to try to foresee the future by considering the dramaticchanges we have seen already. Emerging market investing as a frontier sporthas made way for international investing, the search for bargains.” TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  8. 8. Mark Mobius – cytaty z bloga„We believe Chile will continue to be a leader in Latin America, in terms ofmanaging the economy, encouraging investment, both local and foreign, and itsstable policies”.„To combat inflation without endangering economic growth, we need to seeinvestments made in high-productivity industries and services”.„Since my passion is to look for the best bargains I can find, I’d like to talkabout where I think the bargains are right now: emerging market small-capcompanies”.„For our investing purposes, we define emerging market small-cap companiesas those having a market capitalization at the time of purchase of less thanUS$2 billion”.„In fact, we like many family-owned companies. They often have a long historycontrolling and managing the company, and are often strongly committed to thebusiness. One factor we look at with these types of companies is strongcorporate governance and fair treatment of minority shareholders”.„We are interested in companies that are domestic, regional and/or internationalleaders, that focus on the core advantage of the countries in which they operateand/or those that are likely to benefit from increased budget spending andeconomic activity”. TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe
  9. 9. Mark Mobius – cytaty z bloga Unikalne komentarze finansowe TobiaszMalinski.pl – Informacje inwestycyjne wyprzedzające rynkowe trendy TobiaszMalinski.tv – Unikalne komentarze finansowe

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