Every so often we come across books which contain such a wealth of information and make us wish we had read them years ago. Investment books are timeless and invaluable in this field –especially old books regarding companies that are still in business.

Often the quickest way to comprehend what has taken place within the walls of a company is to travel through the thoughts of the individuals who are employed there. Books of this nature frequently disclose the essence of a company. Furthermore, these books emphasize relatable tales about how the company came to be or characteristics of the magnetic leader. Some writers even go as far to analyze agency blemishes or verify the company is in fact the cream of the crop.

Below you will find books that in many cases can lend wisdom to the many ways a company can develop procedures and increase dividends.

Hatching Twitter: A True Story of Money, Power, Friendship and Betrayal, by Nick Bilton
Published: 2013

What is Twitter like now? This is a book that will continually force you to ponder the answers to that question.

This book truly goes behind the painstakingly created veneer as the different leaders battled for authority and capital. Apparently, this story is so captivating, Lions Gate has selected the book to become a television series.

Many of us have heard of the how new Silicon Valley companies can be flawed however Bilton’s the depiction of the controversy and hostility that occurred at the company make it a great read!

Marissa Mayer and the Fight to Save Yahoo, by Nicholas Carlson
Published: 2015

The question of whether the future of Yahoo was salvageable was an inquiry of many, many people once the company hired Marissa Mayer in 2012.

A few years later, Nicholas Carlson took on the task of writing a book that investigated the company’s challenges and success since hiring Mayer. Mayer’s own struggles of attempting to flourish as a CEO in the predominantly male culture of Google while forced into the limelight in Silicon Valley are also detailed in this book.

Steve Jobs, by Walter Isaacson
Published: 2011

The span of the book indeed makes it a lengthy read, but please do not let that dissuade you from reading. This best-seller is well worth the time. The author, Walter Isaacson met with Apple insiders as well as Steve Jobs himself in order to write this book which investigates how Apple was established, the 2 decades that almost caused the business to go bankrupt, and how Jobs returned to Apple and drove them to more noteworthy victories, including but not limited to the iPhone, iPod, and iPad.

Although Tim Cook has been CEO of Apple for quite some time, this book is much needed for anyone who wishes to really understand the makings of Apple.

Jay Gotlieb Investent Books

© 2020 Jay Gotlieb | Financial Services Professional

Lessons We Can Learn From The World’s Best Investors

The best advice on how to succeed in a certain area is to follow those who have already succeeded in that area. That’s why we look to the world’s top investors to understand their stories and how they reached the top. If you’re interested in investment, it would be wise to follow the advice of these wise and wealthy people. Here is some advice based on the approaches used by the world’s best investors.

Jeff Bogle, Founder of Vanguard

When Bogle launched the Vanguard 500, the first retail stock index fund in 1976, many people doubted him. In fact, this business move was referred to as “Bogle’s Folly”. But now it is clear that Vanguard 500 is helping many people gain diversified exposure at a small cost. In today’s world, it’s impossible to beat the market. As a result, low costs are the most important aspect of investment. In that way, Bogle was thinking ahead of his time. Now, Vanguard Group has become the world’s largest mutual fund family, having garnered $2.6 trillion under management.

So what can we learn from Jeff Bogle? For one, ignore anyone who tells you you’re wrong. But there’s another important lesson. Costs are extremely important to people. If you can offer people a low cost and still be successful, you’ve got this one in the bag. If you want to invest like Bogle, allocate your investments between two things: Vanguard Total Stock Market Index and Vanguard Total Bond Market Index. The way you allocate these should be tailored to your age and your risk tolerance.

Warren Buffett, Chairman and CEO of Berkshire Hathaway

Warren Buffet was taught by his mentor, Ben Graham that instead of buying stocks, you’re buying businesses. And some businesses are placed on the market for way less than they’re truly worth. It was important to take this opportunity to buy these businesses–which, are stocks. Using this philosophy for his investments since the 1950s, Warren Buffett has achieved a level of success we can’t argue with; his investments were a large part of his $565 billion fortune. He invested in Washington Post, Disney, Coca-Cola, Geico, American Express, Capital Cities/ABC and much more. Use Warren Buffett’s strategy and you could be destined for wealth.

Sam Zell, Chairman for Equity Group Investments

Sam Zell’s approach is to find companies that are having trouble reaching success and to buy them cheaply. Some may shy away from this approach for fear of debt, but not Zell! Finding poorly managed companies and turning them around gave him a great opportunity for gaining revenue. In the late 1960s, Sam Zell started the residential REIT structure. This structure gave ordinary investors the opportunity to buy shares in apartment buildings, thus increasing the liquidity of real estate markets enormously. If you want to invest in companies such as Zell, check out some of their largest holdings that are shared publicly. These include Starwood Hotels, Anixter International and Equity Residential.

It is important to look at the successes of the big names in investing as lessons on how to invest for the future. While there are no 100{5553ae9a0c751cdf0ee2d2e4eef7031f430a2a8487a9109cfceac641cd7ebc43} guarantees in the world of investing, partaking in the methods that some of America’s most successful investors used is likely to lead you to success. Whether it’s Jeff Bogle, Warren Buffett, or Sam Zell, it’s always wise to use the theories of big investors when embarking on your own investing endeavors. Who knows? You may even follow in their footsteps!

© 2020 Jay Gotlieb | Financial Services Professional

The chance of a complete financial market collapse is very low. Even “down” days are seen as buying opportunities, which is a good sign that things will turn around. However, it is important to be careful when buying stocks during a period of high volatility such as the one we are in right now.

So, how exactly did this period of high volatility occur?

According the Bob Rice, the chief investment strategist at Tangent Capital, the Federal Reserve (also known as “the Fed”) could have something to do with this. Right now, the world of investment is trying to slowly move from a Fed-driven market to a stock market that focuses more on fundamentals. This process is not without its growing pains. In fact, it is this transition that may have caused the period of high volatility.

Kashif Ahmed, president of the American Private Wealth, is issuing an important reminder to investors. If you are only looking for a short-term investment, today’s market is not the market for you. However, investors don’t need to avoid taking any action at all. Here are some tips for how to invest during this high-volatility period, or any period of high volatility that may occur in the future:

Invest in emerging markets

Ahmed suggests taking a dive into the markets that are on the rise. Doing this is likely to lead to success, He says that the only emerging market not to invest in right now is China.

If you’re accumulating, keep doing so

All investors know the accumulation phase. This is the time when an investor works to increase the value of his or her investment through savings. Kashif Ahmed says that investors who are in this phase should continue to accumulate stocks. This is specifically for those whose time horizon is at least three to five years. If you are looking at least that far ahead, then there are plenty of buying opportunities now that are likely to benefit you in the future.

If you have a horizon of one year or less, don’t buy!

The market during this period of high volatility is not cut out of those who are looking to profit soon. If you aren’t in it for the long haul, then you may not benefit. At this moment, the market is rife with uncertainty. There are a lot of people out there hoping that the Fed will put an end to its plan to continue hiking interest rates.

Invest in high-yield bonds

Ahmed believes that high yield-bonds will offer a bevy of opportunities to the smart investor. Investing in a bond that pays a higher yield rather than a investment grade bond could make a large difference in your success, especially during this period of high volatility.

Overall, this is seen largely as an improvement because the alternative would be the Fed’s plan to raise interest rates. If the Fed continues to raise interest rates, our country would be likely to face financial issues like the issues Japan is facing now. While high volatility may be a scary two words, it’s important to remember that this won’t necessarily have a bad outcome. In fact, Bob Rice believes that this increased level of volatility will allow for more stock picking.

We may be in a high volatility market right now, but that doesn’t mean we have to avoid investment altogether. If you invest in a smart way and remain cautious, this market could end up benefiting you in the long run.

© 2020 Jay Gotlieb | Financial Services Professional