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.

One BIG mistake – I have missed the short of Grayscale Bitcoin Investment Trust (GBTC)

Posted on September 14, 2017 by Timeless Investor

During my 10 days vacation to Alaska in Labor Days, I have read Citron Research’s report on the short of Grayscale Bitcoin Investment Trust (GBTC), it seems like a screaming case. However, I did not follow through with it. Big mistake!!!

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Close the gap between amateur and professional

Posted on September 11, 2017 by Timeless Investor

I need to close the gap between amateur and professional in order to become a professional in investment,

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Five simple ways GSE reform can narrow the homeownership gap – from American Banker

Posted on August 22, 2017 by Timeless Investor

There are 5 simple ways GSE reform can narrow the homeownership gap – from American Banker,

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Great insight on big banks and GSEs – NYT

Posted on August 21, 2017 by Timeless Investor

This is a great insight on big banks and GSEs – from NYT

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Very interesting piece of information from Pershing Square on GSEs

Posted on August 18, 2017 by Timeless Investor

Here is a very interesting and encouraging piece of information from Pershing Square on GSEs. Hopefully, Ackman knows some information that we do not know, and hopefully, it is not his pure speculations.

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Good lessons from Mauboussin

Posted on August 17, 2017 by Timeless Investor

Here are a collection of great lessons from Mauboussin

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Upcoming $10B in Q3 Earnings for GSE?

Posted on August 16, 2017 by Timeless Investor

It seems like GSE will have a big infusion of net income in Q3 due to the settlement of RBS. Imagine if Mel Watt retains this big portion of earning, that will be great capital buffer for GSE.

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GSE’s Credit Risk Transfer Securities

Posted on August 16, 2017 by Timeless Investor

It is good to know that GSE sells $48 billion of CRT securities designed to reduce their exposure. Maybe this is the way they are reforming already,

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Find history plot of Options in Optionshouse/Etrade new platform

Posted on August 14, 2017 by Timeless Investor

Here is the way to find history plot of Options in Optionshouse/Etrade new platform,

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Alacrity action Lesson learned

Posted on August 14, 2017 by Timeless Investor

I have missed today’s rally on stock market because, 

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