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.

Build up my circle of competency in GSE

Posted on December 17, 2017 by Timeless Investor

I am now building up my circle of competency in GSE

Posted in Circle of Competence, Investment Knowledge | Leave a comment

Good reading: UBS’s study of investment in Asia and China

Posted on December 17, 2017 by Timeless Investor

In depth study of investing in Asia and China by UBS.

Posted in Industry Analysis, Investing in China, Macroeconomics | Tagged | Leave a comment

Excellent report on 5 features of GSE reform – from americanprogress.org

Posted on December 15, 2017 by Timeless Investor

This is an excellent and comprehensive report on 5 features of GSE reform. I need to fully digest it in order to understand or best guest the direction of GSE reform.

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Possible Tax reform winners – from CNBC and Bloomberg

Posted on December 15, 2017 by Timeless Investor

Possible Tax reform winners – from CNBC and Bloomberg. I need to study all these companies.

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Ackman’s investment lesson learned from VRX

Posted on December 13, 2017 by Timeless Investor

Great article on Ackman’s investment lesson learned from VRX,

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Forensic accounting study of GSE’s conservatorship in 2015 – from housingwire

Posted on December 13, 2017 by Timeless Investor

A great article on Forensic accounting study of GSE’s conservatorship in 2015. We can see how deceptive Fed and our government was/is,  

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I need to build circle of competency by doing these – good reading from gurufocus

Posted on December 13, 2017 by Timeless Investor

I need to build circle of competency by doing these – good reading from gurufocus

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Study of NVDA

Posted on December 12, 2017 by Timeless Investor

Here is my preliminary study of NVDA

Posted in Equity Analysis | Tagged | Leave a comment

Reflections on the Ten Attributes of Great Investors – from Michael J. Mauboussin

Posted on December 9, 2017 by Timeless Investor

Great articles from Michael J. Mauboussin

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These news are why I should be cautiously optimistic about my investment in GSE pref and commons

Posted on December 8, 2017 by Timeless Investor

These news (from gselinks.com) are why I should be cautiously optimistic about my investment in GSE pref and commons.

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