distressed-debt-investing.com

marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: Change in Real House Prices from 2006 - 2011 (in percent)

http://marclangefeldsinvestmentideas.blogspot.com/2013/03/change-in-real-house-prices-from-2006.html

Marc Langefeld's Investment Ideas and Observations. Saturday, March 16, 2013. Change in Real House Prices from 2006 - 2011 (in percent). New York, NY, United States. View my complete profile. You Say Goodbye and We Say Hello. The Other Guy Blinked. BARRONS.com: Tech Trader Daily. Apple Sets September 7th San Francisco Media Event. A 1977 Warren Buffett Interview From the WSJ Archives. So which position will Mr Ackman exit: Herbalife or Valeant. JG Boswell (BWEL) Update- 2015 Fundamental Data. Investment ...

marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: August 2009

http://marclangefeldsinvestmentideas.blogspot.com/2009_08_01_archive.html

Marc Langefeld's Investment Ideas and Observations. Friday, August 14, 2009. Hansen Poised to Benefit from New Products and International Expansion. Hansen’s stock price target is $39 based on applying a 15x multiple to its earnings over the next year and adding its net cash per share of $3.46. A 15x target multiple appears appropriate based on its ability to grow its sales and earnings in the low to mid teens over the next several years. The company is the #2 player (28% market share) in the $6.5 bi...

marclangefeldsinvestmentideas.blogspot.com

Marc Langefeld's Investment Ideas and Observations: September 2009

http://marclangefeldsinvestmentideas.blogspot.com/2009_09_01_archive.html

Marc Langefeld's Investment Ideas and Observations. Saturday, September 5, 2009. Tesco: Consistent Earnings Growth at Attractive Price. Tesco (ADR stock ticker: TSCDY) should be considered for potential purchase based on its leading position in the UK retail market, its expansion opportunities in international markets, its ability to improve operating margins and its attractive dividend yield of 3.6%. Tesco Express – neighborhood convenience store that focuses on fresh products, 961 stores. The company a...

portfolio14.com

Portfolio14: April 2014

http://www.portfolio14.com/2014_04_01_archive.html

An investing journal of a value investor based in australia. Friday, April 25, 2014. When quality and moat are on sale. Most people know CeBIT. The annual trade shows for hi-tech products. Imagine now I challenge you to start an exhibition organiser (EO) to run a new trade show to compete with CeBIT and CES. Will you take up my challenge? This will probably be your phone conversation with a potential exhibitor on one of the cool calls:. Can you see which another familiar business it resembles? Now, imagi...

portfolio14.com

Portfolio14: February 2013

http://www.portfolio14.com/2013_02_01_archive.html

An investing journal of a value investor based in australia. Saturday, February 9, 2013. Little accounting games and obscurity in conference calls. Dolby (DLB) announced its 2013 Q1 result a week ago. It reported total revenue of $236.6m compared to $234.2m the same quarter last year. However, somewhere buried in the 10Q says:. The reclassification did not impact our previously reported operating income, operating cash flows, net income, or earnings per share. Steven Frankel - Dougherty and Company.

portfolio14.com

Portfolio14: April 2013

http://www.portfolio14.com/2013_04_01_archive.html

An investing journal of a value investor based in australia. Friday, April 19, 2013. My biggest mistake in the last 12 months. It was a mistake of omission. It's been really painful watching the price running further and further away from me on a daily basis. Trust me. It's painful. Even having reflected on the lessons learned, knowing probability plays a role here and drilling on it does me no good, I can't help agonising about it. Emotion can kill an investor. Links to this post. Sunday, April 7, 2013.

portfolio14.com

Portfolio14: Glossary

http://www.portfolio14.com/p/glossary.html

An investing journal of a value investor based in australia. For readers who are new to value investing, here is a list of commonly used terms. Arguably the father of value investing. Both Warren Buffett and Walter Schloss were his student. Graham's most influential works include The Intelligent Investor. Earning power value (EPV). The intrinsic value of a company based on its ability to make consistent profit in long run. Net current asset value (NCAV). Assets but subtract total. The 10% FCF yield club.

aboveaverageodds.wordpress.com

Greenstone Capital – Q3 Letter to Partners | Above Average Odds Investing

https://aboveaverageodds.wordpress.com/2010/10/20/greenstone-capital-q3-letter-to-partners

Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Laquo; Yukon Nevada Gold (YNGFF.PK) – Still Stunningly Cheap. East Coast Asset Management: The Joys of Compounding – Revisited. Greenstone Capital – Q3 Letter to Partners. October 20, 2010 by aboveaverageodds. Hat tip to Hunter at Distressed Debt Investing. Of Greenstone from a few months back. Both are fantastic reads. Q3 Letter to Partners. View this document on Scribd. Leave a Reply Cancel reply.

studentofvalue.com

Notes on The Success Equation | Student of Value

http://studentofvalue.com/notes-on-the-success-equation

Compounding with Mr Market and a Margin of Safety. Notes on The Success Equation. Notes on The Success Equation. June 8, 2014. Middot; by Student. Middot; in Books. Great success combines skill with a lot of luck. You can’t get there by relying on either skill or luck alone. You need both. 8211; Michael Mauboussin, The Success Equation. On The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. Generated a whole lot of reader interest and were featured on Market Folly.

portfolio14.com

Portfolio14: I'm now a proud part-owner of Apple, Inc.

http://www.portfolio14.com/2013/02/im-now-proud-part-owner-of-apple-inc.html

An investing journal of a value investor based in australia. Saturday, February 2, 2013. I'm now a proud part-owner of Apple, Inc. When I sold down. A significant portion of my RIMM (or BBRY now) last week at its recent peak before it took a 25% dive (it was luck, not skills. This is going to be a long post. Be warned. The economics of mobile computing platforms. However, this view is incomplete. There are subtle yet important differences between PC platforms and mobile platforms. In order to protect the...