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.

A VALUABLE read on year 1991 Treasury report of GSE

A VALUABLE read on year 1991 Treasury report of GSE

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House and Senate tax bills compare

Great comparison of House and Senate tax bills  from CNBC.  The mortgage interest deduction is a key factor for housing market. We will see where it will go and whether Washington is really hostile to homeowners or not. Very big deal!

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Good readings on GSE

Here are some good readings on GSE,

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Sustainable Housing Finance, Part III

Tuesday, November 7, 2017 (10:00 AM) – Subcommittee on Housing and Insurance (Committee on Financial Services) Hearing: “Sustainable Housing Finance, Part III”

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Pattern of growth stocks – reading from Gurufocus

A good reading from Gurufocus

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President Xi’s policy to govern China

It is interesting to get to know President Xi’s policy to govern China. Probably helpful for my future investment in Chinese stocks.

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Gurufocus’s teachings on Peter Lynch

Here are some Gurufocus’s teachings on Peter Lynch

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Republican tax plan would reduce GSEs’ deferred tax assets significantly

How much reduction would Republican tax plan would cause for GSE’s deferred tax assets? And does this write down of DTA mean that GSE have to be placed into receivership rather than recap/released because GSE has to draw from Fed?

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Incoming of The Tax Cuts and Jobs Act

WSJ has a good analysis on The Tax Cuts and Jobs Act Proposal

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Relevant articles about Alibaba

Here are some interesting articles about BABA

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