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.

Waiting for Mr. Corker – Tim Howard’s latest comments on C-W 2.0

Posted on February 5, 2018 by Timeless Investor

Very in depth discussion on C-W 2.0 from Tim Howard,

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Fannie-Freddie Bill Includes Billions for Affordable Housing – From Bloomberg

Posted on February 4, 2018 by Timeless Investor

Fannie-Freddie Bill Includes Billions for Affordable Housing from Joe Light from Bloomberg. 

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Mnuchin’s testmony Jan 30 2018

Posted on January 30, 2018 by Timeless Investor

The Financial Stability Oversight Council Annual Report to Congress

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Badminton skills

Posted on January 24, 2018 by Timeless Investor

Great badminton skills, 

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John Paulson’s Jan 2018 fund report on GSE

Posted on January 24, 2018 by Timeless Investor

John Paulson’s Jan 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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Learning Power – HBS professor W. C. Kirby

Posted on January 19, 2018 by Timeless Investor

Great article on learning power, 

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Mel Watt’s proposal on GSE reform – from Bloomberg

Posted on January 17, 2018 by Timeless Investor

Here is latest Mel Watt’s proposal on GSE reform – sounds somewhat similar to Moelis’s plan.

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Mnuchin’s comments on GSE on Youtube

Posted on January 6, 2018 by Timeless Investor

Here is a list of Mnuchin’s comments on GSE on Youtube, very interesting to follow with his takes,

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Useful links

Posted on January 5, 2018 by Timeless Investor

Here are some useful links for today,

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IMF and Bloomberg news on GSE

Posted on January 4, 2018 by Timeless Investor

More IMF news on GSE. Will the legislation come this month? What should I do with this? Allocate more to GSE preferreds?

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