Author Archives: Timeless Investor

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.

Study of Energy industry

study of energy industry

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Study of different industries and best investment knowledge

Study of different industries

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How and what to read – learning from gurus

How and what to read – learning from gurus

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Learning from Charlie Munger

good learnings from Charlie Munger

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learning from Seth Klarman

Here are some learnings from Seth Klarman

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Study of PAH

Here is my study of PAH

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Study of JD

Here is my preliminary study of JD, checklist score 3.25/5

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To sell put options – good income strategy if I have enough cash deposit

There is a recent trade huge option trade similar to the Buffet’s previous 2004 ~2007 trade. Here are the things that I learn from this recent trade,

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History of AIG’s recapitalization and stock price – reference for GSE

There might be something that I can learn from the History of AIG’s recapitalization and stock price to the prediction of future actions of GSE.

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Study of TCEHY

Here is my preliminary study of TCEHY

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