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 closer look at Earnings of Bank of America 1Q12 report

Posted on May 1, 2012 by Timeless Investor

BAC released its 1Q12 financial report on 04/19. Here are its earnings: Net Income of $653 million, or $0.03 Per Diluted Share…

Posted in Comments on News, Equity Analysis | Leave a comment

Wells Fargo’s valuation on AIG

Posted on April 21, 2012 by Timeless Investor

Wells Forgo recently upgraded the stock valuation AIG,

Posted in Comments on News, Equity Analysis | 1 Comment

How does AIG execute its restructuring plan?

Posted on April 16, 2012 by Timeless Investor

Since August 3, 2009 when Robert H. Benmosche was elected by AIG board to be President and Chief Executive Officer, Mr. Benmosche has promised to revive AIG.

Posted in Equity Analysis, Uncategorized | 16 Comments

Employment Data

Posted on April 8, 2012 by Timeless Investor

Lots of headlines are highlighting the depressing news of jobs,

Posted in Comments on News, Macroeconomics | Leave a comment

A new buy – AIG

Posted on March 25, 2012 by Timeless Investor

It is always interesting to keep an eye on to what Bruce Berkowitz @FAIRHOLME is doing.

Posted in Equity Analysis, Presentations and Notes | 3 Comments

Don’t believe the hype of $25 bn bank martgage settlement

Posted on March 19, 2012 by Timeless Investor

Remember people last year were so much concerned about the possible trillions or hundreds of billions of dollars mortgage settlement on BAC?

Posted in Comments on News | 11 Comments

Some buys and sells

Posted on March 8, 2012 by Timeless Investor

I made some buys and sells recently

Posted in Macroeconomics, Trading Strategies | 1 Comment

Two great news for BAC

Posted on March 1, 2012 by Timeless Investor

The storyline of BAC litigation continues to head to the right direction,

Posted in Comments on News | Leave a comment

Buffett’s 2011 Letter

Posted on February 26, 2012 by Timeless Investor

Here comes the most anticipated investment document of this year – Buffett’s 2011 Letter. It was just released on Saturday,

Posted in Presentations and Notes | 9 Comments

Is it time to short Treasury bonds?

Posted on February 19, 2012 by Timeless Investor

What can we see from the following three figures?

Posted in Macroeconomics, Trading Strategies | 1 Comment