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
Confidence vs. Humility – 1Q17 | Bill Nygren Market Commentary (Abridged) see: 1Q17-Bill-Nygren-Market-Commentary March 31, 2017 At Oakmark, we are … Read more
Sergio Marchionne Has Seen the Auto Industry’s Future: He’s Not Interested By Sviatoslav Rosov, PhD, CFA Read an excellent analysis … Read more
May 8, 2017This Time is Not Different, Because This Time is Always Different Circle Of Competence John P. Hussman, Ph.D. … Read more
A Tontine – is an investment plan for raising capital, devised in the 17th century and relatively widespread in the … Read more
One trick that Warren Buffett uses when he first looks at a company is NOT to look at the price … Read more
Written in 1998 during the Internet Riot (from Cove Capital Blog) Risks of Investing in IPS Millennium Fund Plain Language … Read more
Cyclical Markets Kopernik 1Q 2017 – Conference Call – Worth a read–note high and low market cap sectors of the … Read more
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
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
If costs per unit decline as volume increases, because fixed costs make up a large share of total costs, then … Read more
Buffett comments on the shiny metal in his discussion on investors’ choices: The Basic Choices for Investors and the One … Read more
Cargo Cult Science By Richard Feynman Adapted from the Caltech commencement address given in 1974. During the Middle Ages there … Read more
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
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
An excellent HBO 90-minute special on Buffett. Even if you are sick of hearing about Buffett, this is an excellent … Read more