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Jeff Towson
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Jeffrey Towson is an investor, professor and best-selling author focused on the emerging markets (China, Middle East, Latin America, etc.) – and their increasing collision with the West. Sign-up for his monthly newsletter with global investing interviews is at Investor: Jeff... More
My blog:
Buffett in Beijing Report
My book:
What Would Ben Graham Do Now?
  • The Only Global Investment Question I Care About

    BuffettI found my life got dramatically more effective - and a lot less anxious - at two key moments.

    The first was when I realized I didn't really understand business. I could quote past studies. I could fill charts with data. I could recite various pieces of wisdom from various people. But my understanding was like a patchwork quilt of other people's thinking. It wasn't a real understanding of the underlying mechanics. Not really. Just descriptions of various outcomes.

    So one day, I just went back to mathematics, the only thing I was ever a natural at in life. I dropped all my business training and started to look at investing as one giant math problem. I discarded all the language and began creating my own. I stopped thinking about security analysis and started reframing everything as uncertainty analysis.

    And suddenly everything clicked (key moment #1). (continued)

    The full article is available for download here.

    Please sign-up for free newsletter here (

    Jan 05 8:12 PM | Link | Comment!
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