Articles by csinvesting

What I learned from Ben Graham

The legacy of Ben Graham https://youtu.be/m1WLoNEqkV4 (footage of Ben Graham teaching) Warren Buffett on his mentor, Ben Graham: https://youtu.be/m1WLoNEqkV4 Walter Schloss discusses his mentor: https://youtu.be/9OHNPqls838…



Amazon is Disappearing? Valuation Case Study

Amazon’s Business Is ‘Disappearing,’ Columbia’s Greenwald Says December 1, 2011 — 11:25 AM EST http://www.bloomberg.com/news/articles/2011-12-01/amazon-s-business-is-disappearing-columbia-s-greenwald-says Amazon.com Inc. shares are overvalued because its core business of…





Helicopter Money?

Helicopter Money? An interesting discussion AEGO_Advisory_Board_July_2016 Pivotal to the investment process is interest rates. For entrepreneurs to control capital, interest rates must reflect its real cost…



Sit-On-Your-A$$ Portfolio

Sit-On-Your-A$$ Portfolio    Position and returns Guess Position and returns USE high Price As of 8/5/2016 Date Bot Symbol Company Shares Price Purchased Cost Current Price…



Do Investors Overreact?

DremanLufkin2000 Do Investors Overreact Institutions Increase Sentiment PERSPECTIVE I made my money sitting tight–got that? Jesse Livermore MGI Debt and not much deleveragingFullreportFebruary2015 (2) A Must…



CASE STUDY Activist Action on Coke 2014 Proxy

We are taking up from the last post http://csinvesting.org/2016/07/25/major-analyst-exam-reading-a-proxy-then-assessing-management-and-directors/ This case study teaches us about reading a proxy, management compensation, board governance, and the struggles of…



Load More