Csinvesting, Author At ValueWalk

Richard Oldfield: Simple But Not Easy–A Deep Value Investor Speaks

Richard Oldfield: Simple But Not Easy–A Deep Value Investor Speaks Richard Oldfield Simple But Not Easy: An Autobiographical and Biased … Read more

A Reader’s Question on Modelling (Munger and Buffett’s View)

A READER’S QUESTION Just wanted to shoot you a quick email applauding you for putting together the “Ultimate Investor Checklist.” … Read more

Warren Buffett Lecture At The University Of Florida School Of Business October 15, 1998

Warren Buffett Lecture At The University Of Florida School Of Business October 15, 1998 by CSInvesting This speech was the … Read more

Coal’s Sunset/The Capital Cycle; Graham Bangs the Table

http://csinvesting.org/2016/01/13/more-on-the-capital-cycle/ was our last discussion on the capital cycle. Now, look at these two excellent posts on Coal. Coal’s Long … Read more

Course On Buffett Style Investing From NYU

Course On Buffett Style Investing From NYU by John Chew, CSInvesting Hi John, New York University’s School of Professional Studies … Read more

Buffett And Graham Both Proclaim That 1974 Was The Time To Buy

Buffett And Graham Both Proclaim That 1974 Was The Time To Buy Warren Buffett — In November 1, 1974 Forbes … Read more

The Search Process

The Search Process There has been a good discussion on the search process from several members of the Deep-VAlue … Read more

Too Much Debt, Too Much Capacity (Mal-Investment), Then Inevitable Bust

Too Much Debt, Too Much Capacity (Mal-Investment), Then Inevitable Bust The Western banks that financed commodity production are insolvent, though … Read more

“Answers” to Hedge Fund Analyst Quiz on Gold

We pick up from we were last: http://csinvesting.org/2016/02/11/analyst-quiz-part-ii/ Analytical point #1: CPI is a meaningless measure to determine the future … Read more

Analyst Quiz Part II: Mr. Ackman Enters Your Office

Part I: http://csinvesting.org/2016/02/05/analyst-quiz-is-gold-overvalued-based-on-cpi-go-short/ I will discuss in another post and send a gift to all who provided comments. Mr. Ackman calls you … Read more