โ๐๐ฅ๐๐ฃ๐ ๐๐๐๐ ๐๐๐ฎ ๐ฉ๐ง๐ฎ๐๐ฃ๐ ๐ฉ๐ค ๐๐ ๐ ๐ก๐๐ฉ๐ฉ๐ก๐ ๐ฌ๐๐จ๐๐ง ๐ฉ๐๐๐ฃ ๐ฎ๐ค๐ช ๐ฌ๐๐ง๐ ๐ฌ๐๐๐ฃ ๐ฎ๐ค๐ช ๐ฌ๐ค๐ ๐ ๐ช๐ฅ.โ
- ๐พ๐๐๐ง๐ก๐๐ ๐๐ช๐ฃ๐๐๐ง
The BREAKINGWATERS schedule for Autumn is out! We have some top-notch speakers for you!
The September calls are below - sign up now as spaces are limited!
BOOKS | THE WORLD FOR SALE
This coming Friday, weโre discussing ๐ง๐ต๐ฒ ๐ช๐ผ๐ฟ๐น๐ฑ ๐ณ๐ผ๐ฟ ๐ฆ๐ฎ๐น๐ฒ with authors Javier Blas, Energy and Commodities Columnist, and Jack Farchy, Chief Commodities Correspondent, Bloomberg. Their book outlines the rise of the global commodity trader, with incredible stories from behind the curtain of this opaque, morally ambiguous yet incredibly lucrative industry. We will also get their thoughts on where we are today and which commodity or commodities, if any, we should be focusing on! Sign up here - bit.ly/WorldForSale
EiC | THE FUTURE IS UNCERTAIN with SEAN PECHE
The following Friday (Sep 18), we have the excellent Sean Peche, PM Ranmore Fund Management Ltd. Sean has been operating a true value approach for 18 years. His performance has been exceptional, reflected by his ratings, but amplified when you realise it has been delivered with a highly differentiated set of exposures compared to the typical global equity fund. He is equally known for his insightful, entertaining LinkedIn posts and no-nonsense observations on some of the rationale at play in markets. These have earned him a minor cult following in the industry.
Youโll want to hear what he has to say - register at bit.ly/SeanRanmore
BOOKS | BUFFETTโS EARLY INVESTMENTS
Finally, our next BREAKINGWATERS book club event is officially lined up - complete with an author Q&A - so itโs time to get reading!
Most investors have a simplified and often misguided understanding of Warren Buffettโs investment approach, pieced together from the mountain of material out there. Author Brett Gardner wasnโt satisfied with second-hand explanations. Instead, he took a deep dive into 10 of Buffettโs early investments from the 1950s and 60s to recreate his perspective and understand exactly how and why those decisions were made. Thankfully, he shared his findings with us! His book reveals Buffettโs true framework: one that is ahead of its time and highly adaptable, shifting seamlessly across many frameworks, value, event-driven, distressed, and private equity, amongst others. Brett will be joining us on the 4th of November to talk us through it - so grab your copy, have a great read, take some notes, and join us for a great discussion! Call details TBA.
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