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Pico Far East Holdings: A Look Back At Our Valuation Analysis

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  • Pico Far East Holdings Limited designs exhibition stands as well as fabricates museum interior fit outs, and advertising signs.
  • Pico is still the largest player in the Exhibition Services space with the highest revenue and highest segment net margins among its competitors.

Value Investing Podcast Paul Lountzis on Value Investing

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  • He has more than 25 years experience in the investment industry, beginning his career with Royce & Associates, a New York City-based investment advisory firm managing the Royce Mutual Funds.
  • Paul spent nine years, with the last five as a partner at Ruane, Cunniff & Goldfarb, Inc.
  • An investment advisory firm managing more than $9 billion including the Sequoia Mutual Fund.

Dividend Growth Stocks Are My Conviction

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For many investors, there is no clear conviction as to how they should invest. Today's investments are guided by what was read or heard yesterday, and the popular media is constantly churning out new and different ideas. Granted it makes for some "interesting" reads, but it certainty is no way to run a portfolio...

Stock Market History From Ben Graham, Warren Buffett And Others

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  • Many outstanding investors have been fanatical students of history because history teaches you to place events into perspective, to understand that industries boom and fade; cycles repeat and human folly is never-ending.
  • The venerable Ben Graham argued that an investor should "Have an adequate idea of stock market history, in terms, particularly, of the major fluctuations. With this background he may be in a position to form some worthwhile judgment of the attractiveness or dangers.of the market."

Stan Druckenmiller: Three Young Investors I Really Like

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An Exclusive Interview With Professor Aswath Damodaran

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  • This interview was conducted after a 2-Day Valuation Workshop conducted by Professor Aswath Damodaran.
  • We are grateful to Prof. Aswath for the last minute request and we recorded the interview using an iPhone.

13 Investors Share Their Biggest Investing Mistake and What They Did To Fix it

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  • Biggest Mistake: My biggest mistakes almost always stem from buying companies where the balance sheet is deficient.
  • Biggest Mistake: The biggest mistake I ever made as an investor didn't have to due with any individual stock pick - it was failing to accurately assess my own time and investment skill set which lead me to try to replicate the investment style of gifted people like Warren Buffett and Peter Lynch.

Screencast Video: How To Look Up Company Filings with EDGAR

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This screen-cast tutorial shows you how to look up annual reports (10-K) and quarterly reports (10-Q) for companies using the SEC EDGAR search tool. If you are a new investor, you definitely want to learn how to find these essential documents for the companies you are researching. More experienced investors may find this tutorial helpful in highlighting some of the SEC EDGAR features you are not currently fully utilizing.

Third Point 2015 Investor Presentation

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  • Reinsurance business plan complements our investment management strategy: no property catastrophe excess treaties on rated balance sheet and premium and reserve leverage lower than peer group Company-wide focus on risk management Robust underwriting and operational controls.

Leucadia National 2014 Annual Letter To Shareholders

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  • We have instilled throughout Leucadia and its businesses a sense of urgency,as well as a constant drive to make things better and more valuable.
  • Finding unique value opportunities where our entry terms afford us a favorable risk-reward tradeoff-so far, Harbinger Group Inc, FXCM and Golden Queen; and Building businesses with great managers one asset at a time and thereby creating enterprise value-so far, the various Leucadia Asset Management businesses, Juneau Energy and Vitesse Energy.

Whitney Tilson Responds Chanos’ Question On Lumber Liquidators

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  • Whitney Tilson, Kase Capital managing director, responds to Jim Chanos' comments on potential conflicts of interest with short-selling.
  • Tilson who has supposedly taken a media "Hiatus" was on 60 minutes last night and CNBC this morning.
  • Whitney Tilson, Kase Capital managing director, says he would short Lumber Liquidators right now if he could.

Sahm Adrangi’s Kerrisdale Capital Long Case For Webster Financial

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  • HSA Bank has been at the forefront of this trend, growing its deposits organically at a 29% CAGR since 2005; today, with more than $4 billion under management and approximately 15% market share in a sector that is forecast to more than triple in size over the next several years, HSA Bank is poised for even greater success.
  • There is now a very clear comparable: last July, an HSA Bank competitor called HealthEquity, which is roughly half HSA Bank's size, went public and has now garnered a $1 billion valuation.

Warren Buffett’s 2014 Letter To Shareholders – More Highlights

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  • Intrinsic Value: Buffett reiterates that it is not a precise number for Berkshire nor, in fact for ANY stock.
  • Stocks were unchanged from 1964-1981, please see page 79: A Study of Market History through Graham Babson Buffett and Others.
  • Read what Warren Buffett has to say about stock markets.

Howard Marks On Luck And Skill In Investing

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  • When Howard Marks graduated from the Booth School of Business of the University of Chicago, he was turned down for the one job he really wanted.
  • Luck is very important, according to Marks, and he advised the future MBAs to "Put themselves in the way of good luck" as opportunities only come around once in a while and you have to take them.
  • Forecasters have been very poor and consistently so, Marks said.

Jeroen Bos And Peter Cundill Resource Pages Added

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  • Like many value investors, Cundill's style of investing can trace its roots back to Benjamin Graham; Cundill liked to buy $1 for $0.40.
  • Unlike Graham, who brought as many companies as he could, as long as each company met his strict criteria, Peter Cundill only considered companies with strong balance sheets and an upcoming catalyst that could unlock value for investors.
  • Peter usually scrutinized each company's balance sheet to discover off balance sheet financing and assess the company's true debt load. Peter Cundill Resource Page.

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