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.

How to add competitive analysis to value investment – good reading

Posted on June 25, 2018 by Timeless Investor

A good article recommended from Valueplays – How to add competitive analysis to value investment

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GSE new links

Posted on June 14, 2018 by Timeless Investor

GSE news links

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FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie

Posted on June 12, 2018 by Timeless Investor

FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie- from FHFA web site and also IMF news. FHFA will also be holding a webinar on the proposed rule on June 19 at 1:30 p.m. EDT to explain the … Continue reading →

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Ideas from Barron’s

Posted on June 11, 2018 by Timeless Investor

Here are some ideas from Barron’s that worth further research,

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Speculation of Executive-branch solution for GSEs

Posted on June 6, 2018 by Timeless Investor

Another new piece of information on speculation of Executive-branch solution for GSEs,

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Statement of Melvin L. Watt and ICBA’s comment

Posted on May 29, 2018 by Timeless Investor

Statement of Melvin L. Watt, Director, FHFA, Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Watt’s capital proposal for GSEs.

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Knowledge about AI technology

Posted on May 28, 2018 by Timeless Investor

Here are some knowledge about AI technology

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Buffett’s latest CNBC interview

Posted on May 24, 2018 by Timeless Investor

Buffett’s CNBC interview

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Mnuchin again delays the GSEs reform to 2019 and here is the speculation on why he wants to do so

Posted on May 4, 2018 by Timeless Investor

Mnuchin again delays the GSEs reform to 2019 and here is reasonable speculation on why he wants to do so. – this sounds to me a quite complex fix. Does he really want to do so? What will happen with … Continue reading →

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Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks

Posted on May 3, 2018 by Timeless Investor

Not good news, Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks

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