Why EV/EBITDA is better than P/E?

Posted on September 26, 2017 by Timeless Investor

What Makes EV/EBITDA a Better Alternative than P/E? – answer from Zack. I therefore need to use EV/EBITDA to do valuation, and coupled with P/sales,  and P/BV. And FCF and Earing growth rate. Continue reading →

Posted in Investment Knowledge | Tagged | Leave a comment

Comprehensive investment principles and checklist – from csinvesting

Posted on September 25, 2017 by Timeless Investor

I have found a great document on very comprehensive investment principles and checklist – from csinvesting.  Continue reading →

Posted in Investment Knowledge, Presentations and Notes | Tagged , , | Leave a comment

Tax reform proposal is coming this week, get ready

Posted on September 25, 2017 by Timeless Investor

According to axios.com, Trump’s tax reform is quickly approaching this week. This is very important for me to plan out the investment time point. Continue reading →

Posted in Comments on News | Tagged | Leave a comment

Use worst of option to short equity (such as euro)

Posted on September 25, 2017 by Timeless Investor

In the book of “Hedge Fund Market Wizards”, Jamie Mai and Charles Ledley adopt a great idea to use worst of option to short euro. I am now starting to learn this technique. Continue reading →

Posted in Investment Knowledge | Tagged | Leave a comment

It is possible that AIG will drop SIFi label tomorrow?

Posted on September 21, 2017 by Timeless Investor

The AIG finance has almost all gone, nowdays AIG is only insurance, also, its market cap has dropped to about half of its size in 2007.  Can AIG follow Metlife and GE to drop its SIFI label? WSJ reports that it might come soon as Friday. Continue reading →

Posted in Comments on News | Tagged | Leave a comment

Study of UVXY (TVIX) and SVXY (updated)

Posted on September 21, 2017 by Timeless Investor

I plan use options of UVXY (or TVIX) and SVXY to trade in the volatility of market,  Continue reading →

Posted in Investment Knowledge | Tagged , , , | Leave a comment

What will happen to my In-the-Money Puts (NADLQ) at Expiration 20Oct2017?

Posted on September 20, 2017 by Timeless Investor

I have 79 put options (NADLQ Expiration 20Oct2017), so far they are in-the-money since my strike price is $1.00 and the current stock price is $0.47. The options premium that I paid is $0.355 (29 puts) and $0.494 (50 puts).  What will happen if I do not sell puts and wait until the expiration date? Continue reading →

Posted in Investment Knowledge | Tagged , | Leave a comment

Another idea: look for a obscure S&P life sciences subsector – TAMP – from CNBC

Posted on September 20, 2017 by Timeless Investor

Here is another idea: look for a obscure S&P life sciences subsector – TAMP – from CNBC Continue reading →

Posted in Daily Ideas | Tagged | Leave a comment

A new idea – AABA

Posted on September 15, 2017 by Timeless Investor

Barron’s recommends Altaba (ticker AABA), it seems like a good idea. Continue reading →

Posted in Daily Ideas, Stock Watch | Tagged | Leave a comment

Dems senators and RNC take stand on GSEs

Posted on September 14, 2017 by Timeless Investor

Both Dems senators and RNC take their latest stands on GSEs – from investorhub Continue reading →

Posted in Uncategorized | Tagged | Leave a comment