Macro Data to watch out this week

Posted on June 4, 2012 by Timeless Investor

Here are some imminent macro data that will come out starting this Monday, Continue reading →

Posted in Macroeconomics | Leave a comment

Bruce Berkowitz’s thesis on BAC and AIG

Posted on May 25, 2012 by Timeless Investor

Excellent in-depth study on BAC and AIG from Bruce Continue reading →

Posted in Presentations and Notes, Uncategorized | Leave a comment

Buffett on CNBC and annual letter

Posted on May 16, 2012 by Timeless Investor

CNBC Transcript: Warren Buffett on Squawk Box

Berkshire-Hathaway-Annual-Meeting-2012

Tons of great stuff that we can learn from “Oracle of Omaha”

Posted in Interviews, Presentations and Notes | Leave a comment

Two big wins for BAC

Posted on May 16, 2012 by Timeless Investor

Remember this eye-popping news in Sept, 2011 “$50 Billion Claim of Havoc Looms for Bank of America” over a lawsuit arising from its troubled Merrill Lynch acquisition? Continue reading →

Posted in Comments on News | 1 Comment

Economic Indicators from Conference Board

Posted on May 1, 2012 by Timeless Investor

Here are the updates of Eco indicators from CB, Continue reading →

Posted in Macroeconomics | 2 Comments

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… Continue reading →

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Wells Fargo’s valuation on AIG

Posted on April 21, 2012 by Timeless Investor

Wells Forgo recently upgraded the stock valuation AIG, Continue reading →

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. Continue reading →

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, Continue reading →

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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. Continue reading →

Posted in Equity Analysis, Presentations and Notes | 3 Comments