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.

CMLA wants Preservation and recapitalization of GSE – from housingwire

Another big advocate of Preservation and recapitalization of GSE. It seems like more and more pressure is now on the agenda of GSE reform. Quite positive for the stock of FNMA and FMCC.

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FNMA and FMCC Would Be Privatized Under Proposed House Budget

House Republicans want to privatize Fannie Mae and Freddie Mac as part of their 2018 budget proposal. Here is the attachment of the plan Building-a-Better-America-PDF-1.

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Amazon is targeting real estate? Should I short Zillow?

It seems like Amazon is now targeting real estate? Should I short Zillow?

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New ETFs to short retail industry

Here are some new ETFs to short retail industry, I need to really dive in to study this industry. Opportunity is here?

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Amazon’s victims – from cnbc

Here are all Amazon’s victims. Will this trend continue?

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Use retail ETF and 3X ETF and options to short retail business

it might be a good idea to use retailer ETF and 3X ETF and options to short retail business

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stock and ETF ideas: buy homebuilder ETFs and 3X ETFs

I think it is a good idea to buy homebuilder ETFs and 3X ETFs

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New idea: homebuilders

I agree with ML’s idea on home builders stocks. Maybe I should spend more time on this sector

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Plan to buy inverse bond ETFs

I plan to buy inverse bond ETFs to take into account of the future increase of interest rate. Here are some potential choices,

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Great web sites on FNMA

Here are some great web sites on FNMA

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