Amit Wadhwaney,portfolio manager at Martin Whitman's Third Avenue Capital Management discusses investing in Europe. Amit is the portfolio manager for Third Avenue International Value Fund.
-- Always invest in businesses which are cheaper and will survive for long periods of time
-- Buy businesses who do not need much financing from outside if credit markets freeze.
-- Business based in Europe but with good streams of revenue coming from countries outside Europe are great investments. No matter what happens they will still survive
-- Any business with good cash and revenue diversification and available for cheap are safe bets in Europe
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About the author:
Dheeraj GroverI am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne