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irrationalinvestor.blogspot.com

The Irrational Investor

Investing without the bull

http://irrationalinvestor.blogspot.com/

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The Irrational Investor | irrationalinvestor.blogspot.com Reviews
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Investing without the bull
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1 the irrational investor
2 bought goldman sachs
3 posted by brian
4 no comments
5 older posts
6 my performance
7 blog archive
8 coupons
9 reviews
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The Irrational Investor | irrationalinvestor.blogspot.com Reviews

https://irrationalinvestor.blogspot.com

Investing without the bull

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irrationalinvestor.blogspot.com irrationalinvestor.blogspot.com
1

The Irrational Investor: April 2008

http://irrationalinvestor.blogspot.com/2008_04_01_archive.html

Investing without the bull. Wednesday, April 30, 2008. My interpetation of the Fed rate cut on the market. The Fed did exactly what was expected and no one on the street knew what to make from it. To gain some insight on the news, the market looked at the market reaction. When they saw the market starting to trend down, they assumed the news was bad so sold into it adding to the problem. When it came down to it, the traders were just behaving like sheep. Tuesday, April 29, 2008. Fed rate cuts are a joke.

2

The Irrational Investor: August 2008

http://irrationalinvestor.blogspot.com/2008_08_01_archive.html

Investing without the bull. Thursday, August 21, 2008. Patience is finally paying off. After months of painfully holding onto my stocks, I am starting to feel good about my portfolio again. I just think that Wall Street is very risk adverse right now, and won't touch anything doing with China. The American solar companies are trading with PE multiples of 100 while their Chinese bretheren are around 20. It just doesnt' quite add up, but I am taking advantage of this discrepency. Monday, August 18, 2008.

3

The Irrational Investor: July 2008

http://irrationalinvestor.blogspot.com/2008_07_01_archive.html

Investing without the bull. Tuesday, July 29, 2008. Would you own the company? One thing I noticed about Warren Buffet is that he prefers to buy whole businesses than just a portion of his stock. This seems to go against the common notion of owning stocks, which is to basically flip it onto someone else at a higher price. I am bringing this up because owning a stock is the exact same thing as owning the business, yet no one really thinks that way. Friday, July 11, 2008. The problem with thinking volatili...

4

The Irrational Investor: Patience is finally paying off

http://irrationalinvestor.blogspot.com/2008/08/patience-is-finally-paying-off.html

Investing without the bull. Thursday, August 21, 2008. Patience is finally paying off. After months of painfully holding onto my stocks, I am starting to feel good about my portfolio again. I just think that Wall Street is very risk adverse right now, and won't touch anything doing with China. The American solar companies are trading with PE multiples of 100 while their Chinese bretheren are around 20. It just doesnt' quite add up, but I am taking advantage of this discrepency. I am confident in NVIDIA.

5

The Irrational Investor: June 2008

http://irrationalinvestor.blogspot.com/2008_06_01_archive.html

Investing without the bull. Friday, June 27, 2008. Imagine your stock dropping 50%. Are you confident that the long term fundamentals can bring your stock back up? If you say yes, then you probably found a good value. I've just came up with this test watching my mental stock pick the stock Spreadtrum Communications( SPRD. Compared to NVIDIA( NVDA. The Dow is the worst index ever. All those freaking out about the Dow going under 11000 are fools. The Dow is a price weighted index making its weightings arbi...

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