My investment action plan June 2016

Here is my June 2016 action plan Continue reading

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Fairholme Call

Here is a link to the  Fairholme conference call from yesterday. Bruce goes into great detail about FNMA, AIG,  SHLD and a host of other issues.  Continue reading

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Most relevant quotes from the book “The Most Important Thing”

Here are my most relevant quotes from the book “The Most Important Thing”, plus my own comments Continue reading

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Quotes From the book “The Most Important Thing” by Howard Marks

92 quotes “Successful investing requires thoughtful attention to many separate aspects, all at the same time. Omit any one and the result is likely to be less than satisfactory. (ix)  Continue reading

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Summary of Book “The Most Important Thing” by Howard Marks

Even though value investing is about numbers, this book has no numbers. This book is about psychology and thinking differently about value portfolio management. Continue reading

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Profit based on other people’s recurrent mistakes, not loss on my recurrent mistakes

My biggest lesson learned in year 2015 is, I lost from my recurrent investment mistakes, I should have profit from other people’s mistakes Continue reading

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Note from ” How to Meditate: A Primer for Beginners” by JOEL M. EVANS

Note from ” How to Meditate: A Primer for Beginners” by  JOEL M. EVANS Continue reading

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Book notes on Jack Welch’s “Winning”

Here are some of my takeaways of this book  Continue reading

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Book notes on “the education of a value investor”

I have finished this book last week, “The Education of A Value Investor” is a very honest and revealing account of Guy Spier’s transformation into a better investor as well as a more fulfilled individual. Continue reading

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BAC mortgage litigation is coming to the end?

It might be good news that BAC is raising its offer to JD in order to reach a deal.  Continue reading

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