sajid.karsan's story links

Make It Stick

(via www.barelkarsan.com)

How I wish I had access to the contents of this book earlier in my life. It would have saved me countless hours during formal education. In Make It Stick, Peter Brown shares the scientifically...

Alco-Stores Bites The Dust

(via www.barelkarsan.com)

I've had a few people ask me about ALCO Stores (ALCS) recently, so I thought I would answer the questions here. ALCS used to be a net-net that eventually ended up chewing through all its assets and...

How Google Works

(via www.barelkarsan.com)

Eric Schmidt was Google's CEO from 2001 to 2011, which was a period of stunning growth for the technology behemoth. In How Google Works, he discusses the aspects of the company that he believes...

100 To 1 In The Stock Market

(via www.barelkarsan.com)

While the book's title is horrible, it accurately describes what the book is about. In 100 To 1 In The Stock Market, Thomas Phelps makes a case for how and why you should focus on a particular set of...

KING Of Monetization

(via www.barelkarsan.com)

I get positively excited when market sentiment turns negative. Although it takes a toll on my portfolio in the short-term, it provides opportunities that increase the chances of portfolio success in...

Are Value Investors Religious?

(via www.barelkarsan.com)

I'm curious as to whether value investors are religious. If you're a value investor and are comfortable providing an anonymous answer in the totally unscientific poll on the right, please feel free...

Unexpected Returns

(via www.barelkarsan.com)

A lot of effort has been spent trying to determine whether the stock market is over- or under-valued. But over decades and generations, what is it that leads to these extreme changes in market...

Tesco Regrets

(via www.barelkarsan.com)

Just a few months ago, I discussed English grocer Tesco (OTCPK:TSCDY) as a potential value idea. The company's share price performance since then, however, has been poor. Often, when a stock I own...

Karsan Value Funds: 2014 Q3 Results

(via www.barelkarsan.com)

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be...

Experiments With Truth

(via www.barelkarsan.com)

There seems to be this prevailing belief that Mahatma Gandhi was this perfect person. The truth is far from it, as Gandhi tells himself in his autobiography, Experiments with Truth.

If I read it...

Aberdeen Is Asking For It

(via www.barelkarsan.com)

Aberdeen International (AAB) trades at half of book value. You can't blame investors, as the company's capital allocation history has been approximately horrendous. But the company recently agreed to...

Interview with Manhattan Bridge Capital's CEO

(via www.barelkarsan.com)

Long-time readers of this site will recognize Manhattan Bridge Capital (LOAN) as a name that has been brought up here many times. This first-lien (up to 65% of collateral value) real-estate lender...

Built To Sell

(via www.barelkarsan.com)

For whatever reason, I do tend to enjoy business books that are structured as novels, and Built To Sell is no exception. Having started and sold four businesses, John Warrillow shares his thoughts on...

The Wide Lens

(via www.barelkarsan.com)

Over time, companies have become more specialized. As a result, fewer products are made completely by one company. Instead, each company is just one cog in a product ecosystem. In The Wide Lens, Ron...

Deep Value

(via www.barelkarsan.com)

I really enjoyed Toby Carlisle's latest, Deep Value. There are a lot of books that offer compelling stories, but to my mind the plural of anecdote is not statistic. On the other hand, books heavy on...