Author Archives: Timeless Investor

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.

Excellent report on 5 features of GSE reform – from americanprogress.org

This is an excellent and comprehensive report on 5 features of GSE reform. I need to fully digest it in order to understand or best guest the direction of GSE reform.

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Possible Tax reform winners – from CNBC

Possible Tax reform winners – from CNBC. I need to study all these companies.

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Ackman’s investment lesson learned from VRX

Great article on Ackman’s investment lesson learned from VRX,

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Forensic accounting study of GSE’s conservatorship in 2015 – from housingwire

A great article on Forensic accounting study of GSE’s conservatorship in 2015. We can see how deceptive Fed and our government was/is,  

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Action items for tomorrow 12/13/2017

Here are my action items for tomorrow 12/13/2017

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I need to build circle of competency by doing these – good reading from gurufocus

I need to build circle of competency by doing these – good reading from gurufocus

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Comprehensive list of Preferred stocks of FNMA and FMCC

Here is a comprehensive list of Preferred stocks of FNMA and FMCC

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Study of NVDA

Here is my preliminary study of NVDA

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Study of VRX

Here is my study of VRX, checklist score 3.5/5

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Reflections on the Ten Attributes of Great Investors – from Michael J. Mauboussin

Great articles from Michael J. Mauboussin

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