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.

Ideas from readings

Here are some ideas that I need to do further work,

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Tuesday June 26’s links

Tuesday June 26’s links

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How to add competitive analysis to value investment – good reading

A good article recommended from Valueplays – How to add competitive analysis to value investment

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GSE new links

GSE news links

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FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie

FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie- from FHFA web site and also IMF news. FHFA will also be holding a webinar on the proposed rule on June 19 at 1:30 p.m. EDT to explain the … Continue reading

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Ideas from Barron’s

Here are some ideas from Barron’s that worth further research,

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Speculation of Executive-branch solution for GSEs

Another new piece of information on speculation of Executive-branch solution for GSEs,

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Statement of Melvin L. Watt and ICBA’s comment

Statement of Melvin L. Watt, Director, FHFA, Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Watt’s capital proposal for GSEs.

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Knowledge about AI technology

Here are some knowledge about AI technology

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Buffett’s latest CNBC interview

Buffett’s CNBC interview

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