Author: csinvesting

Buffett Interviewed On The Financial Crisis – A Good Review Of Buffett’s Thoughts On Investing
Value Investing

Buffett Interviewed On The Financial Crisis – A Good Review Of Buffett’s Thoughts On Investing

Buffett is being interviewed after the financial crisis.   This is an excellent review of how Buffett thinks of businesses (Moody’s). http://www.advancedvalueinvestingworkshop.com/register.html Understanding Interest Rates https://monetary-metals.com/category/supply-demand-report-public/ What could help you with Mr. Market The first line of Epictetus’ manual of […]

Lecture On Studying Financial History (Russell Napier)
Book Reviews Value Investing

Lecture On Studying Financial History (Russell Napier)

Russell Napier’s Lecture on Financial History  (60 minutes) https://event.on24.com/eventRegistration/console/EventConsoleApollo.jsp?&eventid=1568744&sessionid=1&username=&partnerref=&format=fhaudio&mobile=false&flashsupportedmobiledevice=false&helpcenter=false&key=7381A6A8D270C66A75C736D44257317E&text_language_id=en&playerwidth=1000&playerheight=650&overwritelobby=y&eventuserid=190902439&contenttype=A&mediametricsessionid=156958791&mediametricid=2247562&usercd=190902439&mode=launch A good lecture on integrating past lessons into today’s current conditions. A CFA composite book on Financial History: Financial History CFA Institute If you do study financial history like the period of […]

hamiltonleen / Pixabay
Value Investing

Sandstrom Back Of Envelope Valuation

We last discussed Sandstorm (SAND) here: http://csinvesting.org/2017/11/01/sanstorm-gold-analysis-other-readings/ I did a back of the envelop valuation here: Sand Report Sandstrom (“Sand”) is a royalty and streaming company. Essentially, it is a capital allocation business where management must have the technical expertise to […]

The ART of Contrary Thinking
Top Stories

The ART of Contrary Thinking

When everyone thinks alike, everyone is likely to be wrong. If you wish to keep from guessing wrong, learn to think contrarily.  –Humphrey Neill CSInvesting: Humphrey Neill wasn’t advising to blindly go against the “crowd” but to think things through […]