Comparisons & Thoughts on Value - The Intelligent Book Review (Chapters 16, 17, 18, 19)

(via arborinvestmentplanner.com)

History continually repeats itself. The companies, participants, and investors are different, but the outcomes remain the same. Basic security analysis of these companies should provide investors the information they need to recognize the fraudulent behavior of a few companies and the gross overvaluation of some stocks.

What We're Reading ~ Analytical Links 7/23/14

(via www.marketfolly.com)

In the Plex: How Google Thinks, Works & Shapes Our Lives [Steven Levy]

Importance of ROIC: compounding and reinvestment [Base Hit Investing]

Some thoughts on Twitter [Dan Benton]

LUMA Partners on the future of TV [BusinessInsider]

An old interview with Peter Lynch [PBS]

On the boom in...

Understanding Insurance Float

(via alephblog.com)

Warren Buffett has made such an impression on value investors and insurance investors, that they think that float is magic.  Write insurance, gain float, invest cleverly against the float, and make tons of money. Now, the insurance industry in general has been a great place to invest, but we need...

Alpha Hedge West Conference: 10% Discount

(via www.marketfolly.com)

Information Management Network (IMN) is proud to announce that the 20th annual Alpha Hedge West Conference will take place September 21-23, 2014 in San Francisco, California.  The event covers a wide variety of investment management topics and is much broader than other events as it includes...

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Maverick Capital Starts Countrywide Plc Stake

(via www.marketfolly.com)

Lee Ainslie's hedge fund firm Maverick Capital has disclosed a new position in London listed residential estate agent, Countrywide Plc (LON:CWD).  Due to trading on July 14th, Maverick now hold the equivalent of 3.04% of Countrywide's voting rights, all via total return swap.

Countrywide Plc...

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GMO Q2 Letter: Jeremy Grantham Says Bigger M&A Frenzy Coming

(via www.marketfolly.com)

Jeremy Grantham is out with GMO's Q2 letter.  In it, Grantham talks about how he sees a frenzy in mergers and acquisitions coming (on top of the already large number we've seen).

He writes,

"If I were a potential deal maker I would be licking my lips at an economy that seems to have enough...

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Dividend Growth Stocks: Mid-Year 2014 Top And Bottom Performing Dividend Stocks

(via www.dividend-growth-stocks.com)

Investing in dividend growth stocks is a long-term proposition. One of the beauties of following a dividend growth strategy is that you don't have to watch your portfolio or the market on a daily basis. For the most part, daily, monthly and yearly movements are just noise in the system. Saturday, I updated my Income Portfolio's performance for the second quarter.

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Colefax papers over economic cracks

(via www.iii.co.uk)

An improvement in trading at fabric and wallpaper designer Colefax is welcome, but it also requires interpretation.
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On Berkshire Hathaway and Asbestos

(via alephblog.com)

Recently, a friend of mine from Canada came to stay with me.  We talked about a wide number of things, but when we talked about investing, I described insurance investing to him, giving my usual explanation on reserving. Classical life insurance reserves are a science.  Death happens with...

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Dividend Growth Stocks: Sysco Corporation (SYY) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Sysco Corporation is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry. Linked here is a detailed analysis and commentary...

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What is the Value Proposition?

(via www.oldschoolvalue.com)

Value Investors love numbers. Ratios, financial statements and discounted cash flows are our bread and butter. It is our edge in the market. Numbers are safe to us. We can justify our decisions with cold hard facts. But while I believe that numbers are a huge part of the equation, there is another...

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The truth about asset investing

(via www.oddballstocks.com)

Issue 2 of the Oddball Stocks Newsletter has been published and sent to subscribers.  If you're not a subscriber and would like to learn more visit the Oddball Stocks Newsletter website.  If you are a subscriber and didn't receive this issue please send me an email.

Did you ever play the...

Changes in the Magic Formula Screens for Week of 7/20/14

(via www.magicdiligence.com)

Changes in the Magic Formula Investing screens over the past week. A few new names to consider.

On Learning Compound Interest Math

(via alephblog.com)

When I read articles like this where people get scammed borrowing money, I say to myself, “we need to teach children the compound interest math.” Even my dear wife does not get it, and she sends the children to me when they don’t get it.  But beyond learning the math, a healthy...

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A Letter from a Young Investor

(via alephblog.com)

When I read articles like this where people get scammed borrowing money, I say to myself, “we need to teach children the compound interest math.” Even my dear wife does not get it, and she sends the children to me when they don’t get it.  But beyond learning the math, a healthy...

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