From 2000: Ben Graham Value Approach Very ‘Unfashionable’
Leithner & Co. adheres strictly to the traditional “value” approach to investment pioneered by in the 1930s by Professor Benjamin … Read more
Leithner & Co. adheres strictly to the traditional “value” approach to investment pioneered by in the 1930s by Professor Benjamin … Read more
An interview of Brendan Moynihan about the book: What I learned Losing A Million Dollars What I liked about this … Read more
Buffett_on_1999_Stock_Market_-_Fortune_Article & 2008 Market Call A reader, Ruben, kindly pointed out Reisman’s book, Capitalism (see link below) and Chapter 16, The Net-Consumption/Net-Investment Theory of … Read more
The popularity of inflation and credit expansion, the ultimate source of the repeated attempts to render people prosperous by credit … Read more
Sir John Templeton Quotes “Bull markets are born on pessimism, grown on scepticism, mature on optimism and die on euphoria. … Read more
We have lived through many investment bubbles in our history, and unfortunately most investors sleep through the early wealth-creating inflation stages. … Read more
What is your investment approach? John Templeton, “I search for bargains.” “Buy at the point of maximum pessimism. Go where … Read more
I must create a system, or be enslaved by another man’s–William Blake This reader confronts a quandary that many of … Read more
agewisdom As an accountant, I can understand some of the predicament that many non-accountants are facing. Three years to get … Read more
Value investing works, so why do value investors underperform? The evidence for activist value investors. Visit the great blog www.greenbackd.com … Read more
“In business, I look for economic castles protected by unbreachable ‘moats’.”–Warren Buffett According to Buffett, the wider a business’ moat, … Read more
From The Archives: A Question on Shiller PE Only a sudden, improbable drop in society’s rate of time preference (read: … Read more
EV/EBITDA Vs PE I have a couple of valuation questions that I have been wrestling with recently. I would love … Read more
Balance Sheet Analysis and How to Learn Accounting This lecture focuses on the balance sheet and how to spot warnings. … Read more
Pop Quiz on Competitive Advantages QUIZ: Discuss in a few words the mistakes made in these recent acquisitions in the … Read more