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.

Can Seadrill one day be like Dryships?

Can Seadrill one day be like Dryships? And the financial condition of SDRL is way better tyhan that of DRYS.

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Short interest of SDRL

Short interest of SDRL

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Trump’s chief strategist’s view of the world – great reference

Trump’s chief strategist’s view of the world

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Howard Marks on Trump, the Election and Markets

Howard Marks on Trump, the Election and Markets

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Analysts Grow Cool on Infrastructure Rally

Analysts Grow Cool on Infrastructure Rally

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Start to look into SDRL

Start to look into SDRL – need to read all relevant articles as follow,

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Barron’s Take on Restaurant Companies

Barron’s Take on Restaurant Companies

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One idea from Barron’s – Thermo Fisher

Thermo Fisher Has 30% Upside

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Infrastructure Stocks Could Rally

Infrastructure Stocks Could Rally

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The 11 Companies That Will Rebuild America’s Aging Infrastructure

The 11 Companies That Will Rebuild America’s Aging Infrastructure

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