Category Archives: Equity Analysis

Study of AAPL

Posted on January 1, 2019 by Timeless Investor

Here is my preliminary study of AAPL, score 3.875/5

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Study of NFLX

Posted on November 5, 2018 by Timeless Investor

Study of NFLX

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A Look at GE’s Aviation Business – from Gurufocus

Posted on March 31, 2018 by Timeless Investor

A Look at GE’s Aviation Business – good analysis from Gurufocus. 

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Study of Amazon

Posted on January 3, 2018 by Timeless Investor

Here is my preliminary study of Amazon

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Great analysis on “the 4th Amendment” of GSE

Posted on December 28, 2017 by Timeless Investor

This is a Great analysis on “the 4th Amendment” of GSE.

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John Paulson’s recent take on GSE preferreds

Posted on December 27, 2017 by Timeless Investor

Here is John Paulson’s recent take on GSE preferreds. I think he is right, there is still some upsides (3:1 return) in these preferreds.

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Quick take on GSE Preferreds and commons

Posted on December 26, 2017 by Timeless Investor

One member from Seeking Alpha put a very interesting comment on GSE Preferreds and commons,

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Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan

Posted on December 26, 2017 by Timeless Investor

Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan. See Moelis report p.8, and 9 (Safety-and-Soundness-Blueprint)

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Great discussion threads on investment strategy of GSE preferreds

Posted on December 20, 2017 by Timeless Investor

Here are some great discussion threads on investment strategy and general knowledge of GSE preferreds.

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Comprehensive list of Preferred stocks of FNMA and FMCC

Posted on December 19, 2017 by Timeless Investor

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

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