Monthly Archives: November 2011

Collaboration of Central Banks lift the market

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 … Continue reading

Posted in Macroeconomics | 2 Comments

book note of first two chapters of “The Intelligent 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

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

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?

Posted in Macroeconomics | Leave a comment

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

Warrent Buffet’s brief take on this issue, “The problem is quite complex. I do not know the answer to that. ..

Posted in Interviews, Macroeconomics | 108 Comments

Is the current stock market cheap? Part I – What does P/E ratio tell us?

Amid the current tumultuous stock market, have you ever wondered what this market real worth? In other words, is it under-valued so that you can think about buying “risky”  equities or is it over-valued so that you need to sidestep? To … Continue reading

Posted in Equity Analysis | 1 Comment

Happy Thanksgiving!

May you be blessed with success, prosperity and good luck in investment! Wish you a hearty and happy Thanksgiving!

Posted in Uncategorized | Leave a comment

Comprehensive slideshow presentations & notes of 2011 Value Investing Congress

I am always after the best minds in value investing. Here is what I have found from online about comprehensive presentations and notes by the investment geniuses, such as Joel Greenblatt, Bill Ackman, David Einhorn, etc., from 7th annual New … Continue reading

Posted in Presentations and Notes | 55 Comments

Book note of two key chapters in “The Intelligent Investor”

“The Intelligent Investor”, written by Ben Graham, is deemed the bible of value investment. Warren Buffett called this book is “by far the best book on investing ever written”. This is the 1st book ever to describe, for individual investors, the … Continue reading

Posted in Presentations and Notes | 24 Comments