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.

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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Conversion of Preferred stocks of GSE?

Posted on December 22, 2017 by Timeless Investor

It is assumed that there might be conversion of preferred stocks of GSE to common stocks in order to raise capital. Could this benefits significantly for the preferred stock holders?

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News of GE (updated)

Posted on December 22, 2017 by Timeless Investor

Here are a few good news on GE

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GSE to retain capital

Posted on December 21, 2017 by Timeless Investor

Here are slew of breaking news on GSE to retain capital,

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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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Study of MU

Posted on December 19, 2017 by Timeless Investor

Here is my preliminary study of MU

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Links of 12/18/2017

Posted on December 18, 2017 by Timeless Investor

Here are some interesting links of today

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Dirty laundry of Bob Corker

Posted on December 18, 2017 by Timeless Investor

Here is a list of dirty laundry of Bob Corker,

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