I have finally found another company to do a full research article on and will have it up as soon as possible. I am still doing research and waiting for its next quarterly results to come out this week so I can value the company with updated numbers so it will probably a little while until I write the article up. Up to this point the company looks promising and as of its last quarterly results that came out in June, it is selling for less than the reproduction value of its assets, with about 50% of its value coming from cash and short term investments, and no debt.
CSinvesting update as John has now moved the blog over to csinvesting.org and the blog is up and running. It also looks like the blog is going to become more focused on investing as well.
Checklist Presentation By Mohnish Pabrai from Hardcore Value where Mr. Pabrai uses examples from Graham, Buffett, Munger, and others to build a checklist.
“You Don’t Win By Predicting The Future, You Win By Getting The Odds Right” is another article from Farnam Street on how to win in investing.
Leon Cooperman On Hedge Funds, Investment Outlook, and Life, includes an hour long presentation. Page is from Market Folly.
The Surprising Benefits Of Stress
Until next time.
I have found two companies that I am going to start researching after I finish up reading Martin Whitman’s Third Avenue Funds third quarter 2012 shareholder letter posted on http://blog.ttcapitalonline.com. I got this from following @ttcapitalmgmt on Twitter, who is someone else I would highly recommend following as I think his analysis of companies is fantastic.
Seeing A Show (Or A 10K) From a Different Perspective is from http://www.ragnarisapirate.blogspot.com which I found from his Twitter account @ragnarisapirate about how your mind can change how you remember things that happened in the past, and how it is good to reread 10K’s and your previous company analysis every once and a while.
How I Learnt The Power of Checklists is an article from the Financial Times which illustrates the power of checklists obviously. You might have to sign up for a free membership to gain access to this article. I am still working on fleshing out and writing out my checklist and hope to share it with you sometime soon.
Discounted Cash Flow Valuation of Wal-Mart 1968-2012 is another great write up from http://blog.dimitargenchev.com which is an excellent analysis and valuation of Wal-Mart from 1968 to the present.
The Paradox of Goal Setting is an article from Psych Central about why people do not realize their goals and how to combat those mistakes.
22 Things You Could Do, To Become a Better Investor is another fantastic article from http://simple-value-investing.com where he gives you tips that he believes will help everyone become a better investor.
I am going to keep the links coming over the next several days and I will update you if either of the two companies have turned out to be companies that I am going to do in-depth analysis and research on.