In Fizz: How Soda Shook Up the World, Tristan Donovan provides a compelling account of the soda industry from its very early days to recent controversies regarding health concerns. Following a brief survey of the historical origins and human use of naturally occurring mineral waters, the book quickly shifts toward an account of the industry as it took shape in the late nineteenth century. Read this article for a review of the book.
Amit Kumar, founder of Artham Capital Partners, recently published Short Stories from the Stock Market, which serves as a guide for value investors who are interested in broadening their horizons beyond a long-only strategy. Read this article for a review of the book.
One of the indispensable sources of actionable investment ideas for value investors is The Manual of Ideas which has been published as a monthly periodical for several years. Recently, the Managing Editor of the Manual of Ideas released a book outlining his idea generation process which we review in this article.
Read this article for more information on the upcoming Japan Investment Summit and an opportunity to register at a fifty percent discount to the regular price.
Charles de Vaulx is a partner, portfolio manager, and chief investment officer at International Value Advisers. We are pleased to publish selected excerpts from a recent interview in which Mr. de Vaulx shares insights on his “eclectic” investment portfolio.