The Qualities Of A Good Analyst; 100-To-1 Master Class
Confidence vs. Humility – 1Q17 | Bill Nygren Market Commentary (Abridged) see: 1Q17-Bill-Nygren-Market-Commentary March 31, 2017 At Oakmark, we are … Read more
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An Industry In Disruption, Autos. Notes From A Capital Junkie. Tit-For-Tat Analysis
Sergio Marchionne Has Seen the Auto Industry’s Future: He’s Not Interested By Sviatoslav Rosov, PhD, CFA Read an excellent analysis … Read more
Is This Time Different? Expanding Your Circle Of Competence
May 8, 2017This Time is Not Different, Because This Time is Always Different Circle Of Competence John P. Hussman, Ph.D. … Read more
Texas Pacific Land Trust – A Tontine!
A Tontine – is an investment plan for raising capital, devised in the 17th century and relatively widespread in the … Read more
Core Labs (CLB) So What Is It Worth? Is Einhorn Right?
One trick that Warren Buffett uses when he first looks at a company is NOT to look at the price … Read more
Risk Disclosure In Plain Language; Go LT Fundamental
Written in 1998 during the Internet Riot (from Cove Capital Blog) Risks of Investing in IPS Millennium Fund Plain Language … Read more
The World Is Cyclical
Cyclical Markets Kopernik 1Q 2017 – Conference Call – Worth a read–note high and low market cap sectors of the … Read more
Indexing Madness or An Indexing Bubble
A must see discussion of today’s index investing distortions http://horizonkinetics.com/market-commentary/4th-quarter-2016-commentary/ What will turn the tide for active investors. Or read … Read more
Edison Schools Case Study On Economies Of Scale, Part II
http://csinvesting.org/2017/04/13/hedge-fund-quiz-economies-of-scale/ for the last post on this case study. Note excellent comments by readers. Economies Of Scale Readers provide excellent analysis … Read more
Hedge Fund Quiz: Economies of Scale
If costs per unit decline as volume increases, because fixed costs make up a large share of total costs, then … Read more
Buffett on Inflation, Gold, and Investor Choices
Buffett comments on the shiny metal in his discussion on investors’ choices: The Basic Choices for Investors and the One … Read more
Richard Feynman – Cargo Cult Science
Cargo Cult Science By Richard Feynman Adapted from the Caltech commencement address given in 1974. During the Middle Ages there … Read more
Technicals Vs Fundamentals, Templeton, Ackman, Analysis of Valeant
Fundamental vs. Technical Analysis https://monetary-metals.com/technical-vs-fundamental-report-19-mar-2017/ Technical analysis, in all of its forms, uses the past price movements to predict … Read more
Analyst Courses for investors
Prior mentions of an analyst course with readers’ suggestions were posted: http://csinvesting.org/2017/03/10/a-strategy-for-resource-stocks-investing-course/ http://csinvesting.org/2017/03/15/update-on-analyst-course-part-1/ http://csinvesting.org/2017/03/17/update-on-analyst-course-part-2-readersuggestions/ There are plenty of other … Read more
Update On Analyst Course, Part 2, Readers’ Suggestions
An excellent HBO 90-minute special on Buffett. Even if you are sick of hearing about Buffett, this is an excellent … Read more