Good reading: UBS’s study of investment in Asia and China

Posted on December 17, 2017 by Timeless Investor

In depth study of investing in Asia and China by UBS. Continue reading →

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Excellent report on 5 features of GSE reform – from americanprogress.org

Posted on December 15, 2017 by Timeless Investor

This is an excellent and comprehensive report on 5 features of GSE reform. I need to fully digest it in order to understand or best guest the direction of GSE reform. Continue reading →

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Possible Tax reform winners – from CNBC and Bloomberg

Posted on December 15, 2017 by Timeless Investor

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

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Ackman’s investment lesson learned from VRX

Posted on December 13, 2017 by Timeless Investor

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

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

Posted on December 13, 2017 by Timeless Investor

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

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

Posted on December 13, 2017 by Timeless Investor

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

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Study of NVDA

Posted on December 12, 2017 by Timeless Investor

Here is my preliminary study of NVDA Continue reading →

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

Posted on December 9, 2017 by Timeless Investor

Great articles from Michael J. Mauboussin Continue reading →

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

Posted on December 8, 2017 by Timeless Investor

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

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Thursday 12/07/2017 links

Posted on December 7, 2017 by Timeless Investor

Thursday 12/07/2017 links Continue reading →

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