Excellent readings and links about investment

Posted on December 8, 2011 by Timeless Investor

1. Outstanding value investing newsletter – Columbia_Biz_school_newsletter_2011 edited by students of Columbia Business School. Continue reading →

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US Macroeconomic indicators with high impact

Posted on December 7, 2011 by Timeless Investor

How do we diaganose the health of US economy nowadays? The best way is to study the macroeconomic indicators. Continue reading →

Posted in Macroeconomics | Leave a comment

Is the curent market cheap? Part II – what does DCF model tell us.

Posted on December 5, 2011 by Timeless Investor

Is the current market cheap or expensive? Let us use two stage growth Discount Cash Flow (DCF) model to calculate the intrinsic value of SP500 in order to answer this question. Continue reading →

Posted in Equity Analysis | 2 Comments

Interesting stuff to read

Posted on December 3, 2011 by Timeless Investor
  • Are financial stocks dying or reviving?

Financial stocks (e.g. BAC, WFC, JPM) are down double digits this year, it is the industry sector with the biggest drop. There is so much distaste for financial stocks in Market sentiment nowadays. So are financial stocks dying or reviving? Continue reading →

Posted in Equity Analysis | 2 Comments

Best Stock Screener on the web

Posted on December 2, 2011 by Timeless Investor

I stumbled into Robotdough from recommendation of one value investment blog last year.  Since then I fell in love with it. It is probably be the best freestyle formula based stock screener so far!

Most other screeners like those from yahoo, msn money, google, morning star etc will only allow individual investor to enter the formula which are available from their screeners, but Robotdough is so robust that it can allow you to enter any equation and metrics you want.  Continue reading →

Posted in Equity Analysis | 10 Comments

Collaboration of Central Banks lift the market

Posted on November 30, 2011 by Timeless Investor

An excellent insight from Scott Grannis

Monetary ease takes the edge off the panic

“A coordinated easing move by the world’s major central banks was well received by most markets today. Lower interest rates can’t solve all problems, however, and they won’t fix the fundamental problem of bloated Eurozone government spending, but they can take the edge off the panic by backstopping the financial markets.”

Posted in Macroeconomics | 2 Comments

book note of first two chapters of “The Intelligent Investor”

Posted on November 30, 2011 by Timeless Investor

I would like to continue to share with you my book notes of “The Intelligent Investor”. Please enjoy the God’s words on investment. 🙂

book note chapter_1: Investment versus Speculation

book note chapter_2: The Investor and Inflation

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Recent Interview of Seth Klarman

Posted on November 29, 2011 by Timeless Investor

Seth Klarman got interviewed on Nov. 1st, 2011. This is a rare chance to watch Seth talking about his view of live, investment and current europe crisis. Please enjoy,

http://vimeo.com/facinghistory/sethklarmanandcharlierose

Posted in Interviews | 2 Comments

Comparison of US and Eurozone Equities

Posted on November 28, 2011 by Timeless Investor

Due to the augmentation of economic globalization, US economy growth pathway seems to be largely and easily affected by global effects. How does eurozone market influence US market? Can US sustain the financial turmoil ongoing in Europe? Continue reading →

Posted in Macroeconomics | Leave a comment

How does European Sovereign debt crisis affact us? Interview from Warren Buffet and Guy Spier

Posted on November 26, 2011 by Timeless Investor
  • Warrent Buffet’s brief take on this issue,

“The problem is quite complex. I do not know the answer to that. .. Continue reading →

Posted in Interviews, Macroeconomics | 108 Comments