Dimitrios Koutsoumpos talks about the best time to invest, and the approach that is mostly advised by professionals. It seems simple but very few people can follow it.
Category: Dimitrios Koutsoubos
Printers of Wealth Getting Cheaper. Should you Panic?
During the past bull market, people expressed their love for investments with prospects which increase their value through the years. Nevertheless, it seems that what they actually dreamt of are investments that grow their price. This is why, now that the prices are going down, they feel sad, and some of them have started panicking. Read More
Canfor Pulp: A Bargain in a Nutshell
By Dimitrios Koutsoumpos
This should be a very short post about Canfor Pulp (CFX.TO) as a cyclical bargain. That’s because the content is the refined and enriched version of a whatsapp group chat between attendees of the Quality Value Investing, a meetup group in London. The idea behind publishing it, is that a good investment idea should be described in a few sentences, even if it has demanded more work, and research in the background. Read More
Risk is not Volatility (Interview – Part 5)
Dimitrios Koutsoumpos explains why volatility is not risk, against what is taught by academia. Most successful investors are also critical to those academic views that are widely accepted.
If you want to learn more about it, also check what Warren Buffett has said on the subject in 2007 Berkshire Hathaway Annual Meeting.
That’s why I Buy Gulf Keystone Petroleum in the Upcycle
By Dimitrios Koutsoumpos
Often, in my posts, I have talked about the concept of cyclicals, and the idea of buying them when the conditions are super depressive. Hence, I can’t remember myself buying any of these stocks while operating in good conditions, and producing lofty earnings. Gulf Keystone Petroleum (GKP) seems to be an exception to this rule, for reasons that I will explain in this article. Read More
My Performance (Interview – Part 4)
Dimitrios Koutsoubos answers to Gaurav’s questions about investing. In this part he reveals his historical performance in investing.
Record Gains in 2021 – Stock Picks for 2022
The main idea I presented for 2020, a year that prices fluctuated a lot, was that we shouldn’t let prices judge our investing journey and returns. The year 2021 had again the usual fluctuations, but seemed so smooth compared to 2020, the year of coronavirus, tough measures, and extended lockdowns.
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