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.

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

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

I made some buys and sells recently

Posted in Macroeconomics, Trading Strategies | 1 Comment

Two great news for BAC

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

Posted in Comments on News | Leave a comment

Buffett’s 2011 Letter

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?

What can we see from the following three figures?

Posted in Macroeconomics, Trading Strategies | 1 Comment

Bruce Berkowitz’s videos

Bruce Berkowitz’s takes – wonderful insights from the Morning Star fund manager of the decade

Posted in Interviews | 2 Comments

Is the current market over-valued? – Part I: answers from P/E ratio

So far S&P 500 has increased by 7.49% YTD, and it has almost reached the 3 years high since financial melted down in 2008~2009.

Posted in Equity Analysis, Trading Strategies | 14 Comments

Two deals in one day!

Here comes two blowout big deals in one day!

Posted in Macroeconomics | Leave a comment

Wed’s links on BAC

Some interesting news today

Posted in Equity Analysis | 1 Comment

Updates on BAC legal fights

There are a few eyes-catching news keep coming up for BAC these days.

Posted in Equity Analysis | 1 Comment