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Intelligent Investing

"It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman

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Intelligent Investing | berkshireh.blogspot.com Reviews
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&quot;It&#39;s (Value investing) like an inoculation. If it doesn&#39;t grab a person right away, I find that you can talk to him for years and show him records, and it doesn&#39;t make any difference. They just don&#39;t seem able to grasp the concept, simple as it is.&quot; - Seth Klarman
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2 no comments
3 2013 portfolio performance
4 portfolio performance table
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6 mispriced liberty media
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Intelligent Investing | berkshireh.blogspot.com Reviews

https://berkshireh.blogspot.com

&quot;It&#39;s (Value investing) like an inoculation. If it doesn&#39;t grab a person right away, I find that you can talk to him for years and show him records, and it doesn&#39;t make any difference. They just don&#39;t seem able to grasp the concept, simple as it is.&quot; - Seth Klarman

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1

Intelligent Investing: December 2009

http://berkshireh.blogspot.com/2009_12_01_archive.html

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Sunday, December 27, 2009. Steve Jobs: How to live before you die. Saturday, December 19, 2009. Daily Journal Corp. - A Goog Buy? The company, after deducting all liabilities and assuming all noncurrent assets of $10.15m is worthless, the ...

2

Intelligent Investing: August 2013

http://berkshireh.blogspot.com/2013_08_01_archive.html

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Wednesday, August 28, 2013. Portfolio performance update for 1H 2013. Here's our belated portfolio's performance for the first half for 2013. I apologized for the delay. Here's our stock of significant positions:. Over 81% of our return in the...

3

Intelligent Investing: March 2011

http://berkshireh.blogspot.com/2011_03_01_archive.html

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Wednesday, March 02, 2011. Could Haw Par stock be a ten dollar note available for sale at $6? Market value of Haw Par = 197.9m shares x $6 = $1187.4m. Market value of listed equities. 1) UOB - 62.88m shares x $18.3 = $1150.7m. In fact, the who...

4

Intelligent Investing: 2013 Portfolio Performance

http://berkshireh.blogspot.com/2014/01/2013-portfolio-performance.html

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Wednesday, January 01, 2014. Our common stocks' performance have outperformed the various benchmarks by double digits in 2013. The following shows the breakdown of our portfolio:. Although the proportion of cash as a percentage of the portfoli...

5

Intelligent Investing: January 2013

http://berkshireh.blogspot.com/2013_01_01_archive.html

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Friday, January 11, 2013. Here's another idea which may or may not works. According to this press release (http:/ ir.libertymedia.com/releasedetail.cfm? So if you buy LMCA at $122, and on Jan 14, 2013 (coming Monday) when it is ex-distribution...

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mystocksinvesting.com mystocksinvesting.com

Marubozu | My Stocks Investing Journey

http://mystocksinvesting.com/author/Marubozu

My Stocks Investing Journey. Singapore Stock Analysis, Singapore REITs, Singapore Stock Blog. Value Investing, Momentum Investing of Singapore Stocks and US Stocks. Skip to primary content. Skip to secondary content. Singapore REITs Bubble Charts. Course: REITs investing for passive income and capital gain. REITs investing for passive income and capital gain. How to Profit by Short Selling Singapore Stocks. How to Trade in US Stock Market. Singapore REIT Stock Shortlisting Bubble Charts May 2016. Asia: K...

mystocksinvesting.com mystocksinvesting.com

News Headlines | My Stocks Investing Journey

http://mystocksinvesting.com/sti30-watchlist/news-headlines

My Stocks Investing Journey. Singapore Stock Analysis, Singapore REITs, Singapore Stock Blog. Value Investing, Momentum Investing of Singapore Stocks and US Stocks. Skip to primary content. Skip to secondary content. Singapore REITs Bubble Charts. Course: REITs investing for passive income and capital gain. REITs investing for passive income and capital gain. How to Profit by Short Selling Singapore Stocks. How to Trade in US Stock Market. Hungryfeed url=”http:/ feeds.finance.yahoo.com/...S=F99SI&region=...

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My Stocks Investing Journey - Part 2

http://mystocksinvesting.com/page/2

My Stocks Investing Journey. Singapore Stock Analysis, Singapore REITs, Singapore Stock Blog. Value Investing, Momentum Investing of Singapore Stocks and US Stocks. Skip to primary content. Skip to secondary content. Singapore REITs Bubble Charts. Course: REITs investing for passive income and capital gain. REITs investing for passive income and capital gain. How to Profit by Short Selling Singapore Stocks. How to Trade in US Stock Market. Newer posts →. August 24, 2016. Source: FA Wealth Management.

mystocksinvesting.com mystocksinvesting.com

Read Stock Chart Technical Analysis Course, Training Class | My Stocks Investing Journey

http://mystocksinvesting.com/course/technical-analysis-course

My Stocks Investing Journey. Singapore Stock Analysis, Singapore REITs, Singapore Stock Blog. Value Investing, Momentum Investing of Singapore Stocks and US Stocks. Skip to primary content. Skip to secondary content. Singapore REITs Bubble Charts. Course: REITs investing for passive income and capital gain. REITs investing for passive income and capital gain. How to Profit by Short Selling Singapore Stocks. How to Trade in US Stock Market. Momentum Trading through Technical Analysis. Entry and Exit Point.

level13-analysis.blogspot.com level13-analysis.blogspot.com

Level13 Financial Ramblings: Current outlook of S-REITs

http://level13-analysis.blogspot.com/2009/05/current-outlook-of-s-reits.html

Sunday, May 24, 2009. Current outlook of S-REITs. Real Estate Investment Trusts (REITs) in Singapore are struggling for the first time since CapitaMall Trust, the first S-REIT, was listed in July 2002. Before the US sub-prime crisis took its toll on the economy and property market in Singapore. Rights issue in March 2009. On top of these problems, S-REITs are threatened by falling rental income in all sectors and asset devaluation in their portfolios. Subscribe to: Post Comments (Atom). Are CFDs For You?

level13-analysis.blogspot.com level13-analysis.blogspot.com

Level13 Financial Ramblings: Gauging the market through equity risk premium

http://level13-analysis.blogspot.com/2009/05/gauging-market-through-equity-risk.html

Sunday, May 10, 2009. Gauging the market through equity risk premium. Following the stock market rally since mid-March, STI has now breached the 200day MA level on the back of rising volume. I would say that the majority of stocks regardless of size, have rebounded off their lows. All technical signs are pointing towards a bullish uptrend. July 19, 2009 at 11:21 PM. July 24, 2009 at 5:02 PM. December 7, 2009 at 6:26 PM. Subscribe to: Post Comments (Atom). Level13 is a virtual shop where insights on finan...

bovinebear.blogspot.com bovinebear.blogspot.com

Bull, Bear and Value: Earnings on Tap: Senvest, Seaboard and Installux

http://bovinebear.blogspot.com/2015/05/earnings-on-tap-senvest-seaboard-and.html

Bull, Bear and Value. My musings about value investing and my stock portfolio. Sunday, May 17, 2015. Earnings on Tap: Senvest, Seaboard and Installux. Senvest 2015 Q1 earnings showed that book value per share went to CDN$312. Seaboard Corp reported Q1 earnings of $28.49 per share. 8364; 233.000. 8364; 70.72 M. USD $ 80 M). The Searboard Trading and Milling Segment had a $9.2M loss from a affiliate in Brazil. This affiliate looks to be a continuing problem. We shall see how management handles ...Earnings ...

bovinebear.blogspot.com bovinebear.blogspot.com

Bull, Bear and Value: August 2015

http://bovinebear.blogspot.com/2015_08_01_archive.html

Bull, Bear and Value. My musings about value investing and my stock portfolio. Sunday, August 16, 2015. Buffett Partnership Investment: Stanrock. Stanrock Uranium Ltd. was one of the bigger positions in the Buffett partnerships in 1962. It was 5% of the partnership. Stanrock Uranium Ltd. was a Canadian mining company with rights to uranium around Elliot Lake in northern Ontario. Posted by bovine bear. Sunday, August 2, 2015. Why I Bought Lewis Group Ltd. ZAR 5178.01 M. USD $ 424 M). Now critics of compan...

thinknotleft.blogspot.com thinknotleft.blogspot.com

Thinknotleft: July 2011

http://thinknotleft.blogspot.com/2011_07_01_archive.html

Books and Investing in the Singapore Market. Friday, July 1, 2011. Portfolio as at end-June 2011. My portfolio as at 1 July consists of the following stocks: AIMSAMPREIT, Eratat, Heeton, Hongwei, Leader Environment, Qingmei, Sabana and Techcomp. China Taisan is sold due to its poor Q1 results. Intiate a stake in Sabana as it provides around 9.5% dividend yield. Added: Qingmei, Leader Environment, Heeton and Eratat,. Qingmei and Eratat are my largest shareholdings. Having a concentrated portfolio implies ...

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Intelligent Investing

It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman. Wednesday, September 09, 2015. Portfolio as of 31 Aug 20. It has been a long time since we last updated - 1.5 years and some. Summary of portfolio performance:. The following shows the breakdown of performance by US and SG based assets. Our 6 ...

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