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.

MBA’s “utility-style regulatory framework”

Mortgage Bankers Post latest Open Letter to Congress on GSE Reform on 2-14-2018. Interestingly, I have not seen David Stevens on the signature list of the letter.

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White House Treasury budget hints at $5B GSE DTA draw to be reported this month

White House Treasury budget hints at $5B GSE DTA draw to be reported this month. 

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Read the full text of Trump’s infrastructure plan – from CNBC

Read the full text of Trump’s infrastructure plan – from CNBC

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This Tiny Hedge Fund Just Made 8,600% On a Vix Bet – what a bet, how do they find it?

This Tiny Hedge Fund Just Made 8,600% On a Vix Bet – from Bloomberg news

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Good articles to read from Gurufocus

Here are some good articles to read from Gurufocus

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How Warren Buffett Acts in a Flash Crash – good reading from Gurufocus

How Warren Buffett Acts in a Flash Crash – good reading from Gurufocus

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News links

Here are some interesting news links

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David Stevens argument about C-W2.0 and Tim Howard’s comments

It seems to me that even MBA’s CEO David Stevens wants to defend his proposal on killing GSE, he is really not sure how to act without wracking the housing market. And let us also see Tim Howard’s great arguments.

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Fannie Mae (FNMA) & Freddie Mac (FMCC) – Where Did The Money Go? – Post from Valuewalk

This might be the absolutely preeminent synopsis on GSE!

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Fairholme fund 2017 annual letter and report

Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”

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