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.

Possible Tax reform winners – from CNBC and Bloomberg

Possible Tax reform winners – from CNBC and Bloomberg. I need to study all these companies.

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Ackman’s investment lesson learned from VRX

Great article on Ackman’s investment lesson learned from VRX,

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Forensic accounting study of GSE’s conservatorship in 2015 – from housingwire

A great article on Forensic accounting study of GSE’s conservatorship in 2015. We can see how deceptive Fed and our government was/is,  

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I need to build circle of competency by doing these – good reading from gurufocus

I need to build circle of competency by doing these – good reading from gurufocus

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Study of NVDA

Here is my preliminary study of NVDA

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Reflections on the Ten Attributes of Great Investors – from Michael J. Mauboussin

Great articles from Michael J. Mauboussin

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These news are why I should be cautiously optimistic about my investment in GSE pref and commons

These news (from gselinks.com) are why I should be cautiously optimistic about my investment in GSE pref and commons.

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Thursday 12/07/2017 links

Thursday 12/07/2017 links

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Senate GSE reform proposal preserves Fannie and Freddie – from Bloomberg

It is really a big surprise that at the same day when Hensarling Lays Out Principles for Housing Finance Reform and to kill GSEs, Senate GSE reform proposal preserves Fannie and Freddie!

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Hensarling Lays Out Principles to kill GSEs

House Financial Services Committee Chairman Jeb Hensarling (R-TX) today outlined reforms to fix America’s broken housing finance system and kill GSEs.

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