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.

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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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

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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.

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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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