Author: csinvesting

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 […]