22 Investing Books in One Word Each
Quan here. I had another small talk with Geoff today. The topic was about some investing books I read. Last time, I was asked to describe each investor in one word each. This time, I will describe...
View ArticleDreamWorks (DWA): Why a Movie’s Opening Weekend Isn’t Everything
Quan here. The media and the stock market pay too much attention to a movie’s opening weekend at the U.S. box office. The opening weekend is important. But it’s not everything. This post will help you...
View ArticleWhy We Can’t Use Owner Earnings to Talk about Stocks
Geoff here. Someone sent me an email asking about a post I did a while back called One Ratio to Rule Them All: EV/EBITDA. If I had to use an off the shelf ratio – EV/EBITDA is the one I’d use. Owner...
View ArticleHow I Find Stocks – Then and Now
Quan here. The way I find new stocks to research has changed over time. My approach changed from greedy to aggressive to curious and finally to practical. For the story of another investor and...
View ArticleI’m Low on Ideas and High on Cash
Geoff here. A lot of people have asked what stocks I’m buying. The answer is none. I’m 75% in cash. That is the most cash I’ve had in over five years. This isn’t a market call. It’s a lack of ideas....
View ArticleAdvice for New Investors
Quan here. Someone who reads the blog sent me this email: Hello Quan, I am Dario. In the past couple of months I have been doing research with stocks and the stock market, I stumbled upon your website...
View ArticleLooking for Questions
Geoff here. I am writing articles over at GuruFocus once again. Yesterday’s article was on “When to Sell a Stock.” I am looking for questions to answer in these articles. If you have an investing...
View ArticleNutriSystem – Sell or Hold?
One of my best friends listened to my advice and bought NutriSystem (NTRI). NTRI shares recently dropped more than 30% and he asked me about my thoughts. I feel like I should stop writing completely....
View ArticleWhy Warren Buffett Ended his Partnership
Warren Buffett was on Charlie Rose this week. Charlie asked Warren why he ended his partnership in the 1960s. Here’s what Warren said:I got out because I had a good record up till then. I had all these...
View ArticleNew Warren Buffett Book: Tap Dancing to Work
I mentioned Warren Buffett was on the Charlie Rose show. He was promoting his new book. The book is a collection of articles about Warren Buffett and articles written by Warren Buffett that were...
View ArticleRise of the Guardians Has DreamWorks’s Worst Opening Weekend
We’ve talked about DreamWorks Animation (DWA) on this blog before. Last weekend, DreamWorks released a movie called Rise of the Guardians. Here is a list of original computer animated solo productions...
View Article30 Obscure, Profitable Stocks
Here are 30 of the most obscure stocks with a history of profits: Superior Uniform (SGC)Bowl America (BWL.A)Seaboard (SEB)Atrion (ATRI)Arden (ARDNA)Micropac (MPAD)Ark Restaurants (ARKR)United-Guardian...
View ArticleCatalysts Not Included
A blog I read, Value and Opportunity, has a post about Porsche and Volkswagen. There is also a link to a Market Folly post. They are both worth reading. I have no comment on the stock. I know nothing...
View ArticleUnrepeatable Moats
A blog I read, csinvesting, has a post about Niche vs. Moat. In my experience, most investors underestimate the frequency of moats and overestimate their size. They assume large companies have moats...
View ArticleStocks I Don’t Talk About
Everybody is narrow minded in their own way. I’m no different. And this blog suffers for it. But we each have our own style. And it wouldn’t do much good for me to write about stocks that don’t fit...
View ArticleBooks I’m Reading
I just finished reading Pat Dorsey’s The Little Book That Builds Wealth. This was recommended to me by the blogger who writes Neat Value. It was a good recommendation. The book is short. And simple....
View ArticleA Blog You Might Like
Someone emailed me with a link to a blog I hadn’t read before. It’s called The Graham Disciple. And so far it has posts on Xerox, Dolby, Rheinmetall, and Bijou Brigitte. Each post starts with a quote...
View ArticleNew Unlisted Stocks Database
One of my favorite blogs, Oddball Stocks, just announced a new website. The site is called Unlistedstocks.net It’s a database of unlisted stocks. Subscriptions are $300 a year. If you become a...
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Relativity and Anchoring
Recently I read Predictably Irrational. The book talks about human irrationalities. It’s a great business related psychology book. I found two ideas relevant to why I like companies with unique...
View ArticleCapital Allocation Discounts
Value and Opportunity has an excellent post on holding company discounts. The key point of the post is the division of holding companies into 3 types: value adding, value neutral, and value...
View Article![Spike Wilner Trio – Contrafactus (2024) [FLAC 24bit/96kHz]](http://imghd.xyz/images/2024/03/16/rzshek9rqf4lc_600.jpg)
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