csinvesting

Lexmark: An Update about a Month Later Was I catching a falling knife? Here is research on that subject: Falling … Read more

How to Improve Your Investment Skills QUESTION FROM A READER There seem to be two courses of action in trying … Read more

Please refer to the prior post. A reader generously sent me this analysis of capex from Sanjay Bakshi (Fundoo Professor). … Read more

Do you understand Buffett’s reasons for investing in International Business Machines Corp. (NYSE:IBM)?  What are the financial characteristics of IBM … Read more

Presentation on Brick http://greenbackd.com/2012/11/26/the-brick-ltd-up-118-percent-on-guy-gottfrieds-recommendation/ Gottfried_TheBrick_VICNY2011 (3)    (Powerpoint) Tap dancing to work (Buffett Interview on Charlie Rose) http://www.charlierose.com/view/interview/12672 Buffett Opines on … Read more

Buffett’s View of Catastrophic Risk: Mid-Continent Analysis Back to work……….. A Reader Asks about Buffett’s Analysis of Mid-Continental Tabulating Company A … Read more

A reader asks about calculating capital expenditures and Buffett’s owner’s earnings. I believe only maintenance capex is deducted in determining owner’s … Read more

Part 1 Remember the cardinal rule of market analysis and investing: Those that know don’t say and those that don’t … Read more

Eventually we will discuss investable ideas but now we have to develop a reference library of readings and case studies to … Read more