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.

Plan to go long on VIX these days due to the escalation of NK crisis

Posted on August 11, 2017 by Timeless Investor

I plan to go long on VIX these days due to the escalation of NK crisis, and here are some homework that I need to complete first,

Posted in Trading Strategies | Tagged VIX | Leave a comment

Mel Watt’s recent letter

Posted on August 10, 2017 by Timeless Investor

There are two takeaways from Mel Watt’s recent letter (Mel_Watt_letter_09Aug2017) to NAR,

Posted in Comments on News | Tagged FHFA, GSE | Leave a comment

Some comments and news about Jamie Mai

Posted on August 8, 2017 by Timeless Investor

Here are some great comments and news about Jamie Mai,

Posted in Investment Knowledge, Investment Methodologies | Tagged Event drive investing, Jamie Mai | Leave a comment

Lessons learned from Burry and Mai/Ledley and my mistakes – August 2017

Posted on August 8, 2017 by Timeless Investor

I have learned some big lessons for my recent 10 months investment, and here they are,

Posted in Lessons Learned | Tagged Charlie Ledley, Jamie Mai, Michael Burry | Leave a comment

More on GSEs

Posted on August 5, 2017 by Timeless Investor

Here are more links on GSEs

Posted in Comments on News, Links | Tagged FMCC, FNMA, GSE | Leave a comment

Have GSEs reformed themselves? – from Marketwatch

Posted on August 3, 2017 by Timeless Investor

The future state of common securitization platform for GSEs is almost there, while Congress wouldn’t do it, so Fannie and Freddie reformed themselves. As Freddie CEO Don Layton said on its earnings call, “This is not your parents’ Freddie Mac.” So it … Continue reading →