Las mejores inversiones de Berkshire influenciadas por el pensamiento de Charlie Munger
No quiero medir la influencia de Charlie Munger en Berkshire Hathaway contando las frases ingeniosas impresas en tazas de café. Así es como la…
Samuel Jeffery is an award-winning media publisher and quantitative investment strategist who has spent over 15 years building verified digital authority. As the creator of Picture Perfect Portfolios, Samuel pioneered the concept of "Expanded Canvas Portfolios"—a proprietary framework that utilizes capital efficiency and return stacking to help sophisticated DIY investors move beyond the limitations of the traditional 60/40 model.Originally known for his work as "Nomadic Samuel"—where he earned two World Travel Awards for global marketing campaigns—Samuel pivoted his obsessive research skills to quantitative finance in 2020. His unique "Global Macro" perspective is informed by real-world survival; living in high-inflation economies like Argentina (and growing up in the boom-to-bust town of Gold River, BC) taught him that purchasing power preservation is not theoretical, but existential.Central to his strategy is the "1-2-3 Allocation Framework," a hierarchical approach to portfolio construction designed to weather any economic climate. Unlike traditional models that focus solely on asset selection, Samuel’s methodology prioritizes Capital Efficiency (expanding the canvas) as the foundation, secures safety through Maximum Diversification (incorporating uncorrelated alternatives), and seeks structural alpha through Factor Optimization.Today, Samuel’s research on Systematic Asset Allocation, Managed Futures, and Trend Following bridges the gap between institutional-grade strategies and the retail brokerage account. His work and portfolio models have been featured or cited by industry leaders including Nasdaq, Investing.com, Standpoint Funds, Moontower, Mount Lucas, Convexity Maven, and Alpha Architect. He does not just write about these strategies; he invests his own net worth in them.
No quiero medir la influencia de Charlie Munger en Berkshire Hathaway contando las frases ingeniosas impresas en tazas de café. Así es como la…
I don’t want to measure Charlie Munger’s influence on Berkshire Hathaway by counting the aphorisms printed on coffee mugs. That is how finance people…
Yo no me compro esa idea de que Charlie Munger transformó a Warren Buffett de la noche a la mañana, pasando de ser un…
I don’t buy the idea that Charlie Munger turned Warren Buffett from a value investor into a quality investor. That sounds tidy, which is…
Me vuelvo un poco desconfiado cada vez que la gente de finanzas describe una sociedad comercial como una “armonía perfecta”. La armonía perfecta suele…
I get suspicious whenever finance people describe a business partnership as “perfect harmony.” Perfect harmony is usually what people say right before a room…
Me pongo un poco inquieto cada vez que los inversores transforman la asignación de activos en una guerra santa. La tribuna del “cigar-butt” (las…
I get twitchy whenever investors turn asset allocation into a holy war. The cigar-butt crowd acts like every highly profitable company is an overpriced…
La versión perezosa de la historia financiera dice que Charlie Munger le enseñó a Warren Buffett a comprar “empresas maravillosas”. Y yo lo admito:…
The lazy version of financial history says Charlie Munger taught Warren Buffett to buy “wonderful businesses.” I’ll admit it: “wonderful business” sounds nice. Too…
La oferta de compra por escrito llegó al escritorio de Warren Buffett en mayo de 1964 especificando un precio de $11.3125 por acción. Apenas…
The written tender offer arrived on Warren Buffett’s desk in May 1964 specifying a price of $11.3125 per share. Just weeks prior, Seabury Stanton—the…
La versión perezosa de la historia dice que Charlie Munger le tiró un polvo mágico de calidad a Warren Buffett, enseñándole a dejar de…
The lazy version of the story is that Charlie Munger sprinkled quality fairy dust on Warren Buffett, teaching him to stop buying junk and…
La versión perezosa de la evolución de Warren Buffett es que empezó como un cazador de gangas al estilo de Benjamin Graham, conoció a…
The lazy version of Warren Buffett’s evolution is that he started as a Benjamin Graham bargain hunter, met Charlie Munger, discovered wonderful businesses, and…
A los medios de comunicación financieros les encanta contar una historia de evolución prolija. Se pasaron décadas pintando una foto donde Warren Buffett se…
The financial media loves a tidy evolution story. They’ve spent decades painting a picture of Warren Buffett graduating from Benjamin Graham’s classic value framework…
La historia convencional de Warren Buffett dice más o menos algo así: un tierno caballero del medio oeste norteamericano se sienta en su oficina…
The conventional story of Warren Buffett goes something like this: a wholesome midwestern gentleman sits in an office in Omaha, drinks Cherry Coke, reads…
