Portfolio Update And Links From Old School Value, Charlie Munger, Greenbackd, and PsychCentral

Today I am going to value the company I have been researching to see if it warrants further research and a full article, I will update you about what I figure out.

I also sold out of my entire position in Vodafone (VOD).  My valuations and brief analysis can be found in this post from last month.

I bought Vodafone before doing valuations of any kind and only minor research and again I paid the price.  I bought at too high of a price in my estimate and it would have been very difficult to make money due to my high cost basis.  In the link above I also give some other reasons why I was thinking about selling, which are ultimately why I decided to sell my entire portion of the company.  I sold my stake in Vodafone up about 2% after commissions.

That brings the cash position in my portfolio up to 17% and for now I am going to hold onto it and will let you know when I redeploy some of the cash I have built up.

To the links.

Two links from Old School Value; the first one is How The Cash Conversion Cycle Can Help You Pick Winners and Losers.  The second gives you 52 Techniques to Spot Fraud.  Both contain extremely important lessons.

How Reading Lights Up Your Mind is from Psych Central about the effects reading has on your brain, very fascinating.

Charlie Munger on Google’s Moat-It’s Huge…Probably Widest He’s Ever Seen is another great post from Greg Speicher’s blog.

Greenbackd on Hunting Endangered Species.  The link contains his 15 page strategy paper on “Hunting Endangered Species: Investing in the Market for Corporate Control.”  The link also contains links to some of his other papers.

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