Without doubt, this is the best paper every written on What Has Worked In Investing. What Has Worked In Investing, Studies of Investment Approaches and Characteristics Associated With Exceptional Returns A long time ago, Tweedy Browne compiled a complimentary booklet entitled What Has Worked In Investing. Their paper describes over 50 … Read More
Warren Buffett Presentation To UGA Students At The University of Georgia
One of the best Warren Buffett presentations you’ll ever see is one he gave to the UGA Students At The University of Georgia.
Why Wall Street Has It Wrong on Footwear Giant – Skechers USA Inc (SKX)
One of the best stocks in our Large Cap Screener, which you can register for here, is Skechers USA Inc (NYSE:SKX). Skechers designs and sells lifestyle footwear for men, women and children, and performance footwear for men and women under the Skechers GO brand name. Its brands are sold through department and specialty … Read More
Still The Best Article Ever Written on Stock Picking – Charles Munger
In my view, this is still the best talk ever given on The Art of Stock Picking by Charles Munger. It’s a masterpiece in the world of value investing. The lessons that Munger provides are timeless and while it does take some time to read, it’s an absolute must for … Read More
Outstanding Microcap – CompX International Inc. (CIX)
One of the great little companies in our Small & Micro Cap Screener, which you can register for here, is CompX International Inc. (NYSEMKT:CIX). CompX is a leading manufacturer of engineered components utilized in a variety of applications and industries. Through its Security Products segment the company manufactures mechanical and electronic cabinet locks … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 31st, 2016” on Storify]
Great Undervalued Small Cap – Chicago Rivet & Machine Co. (CVR)
One of the great little stocks in our Small & Micro Cap Screener, which you can register for here, is Chicago Rivet & Machine Co. (NYSEMKT:CVR). CVR operates in two segments of the fastener industry: fasteners and assembly equipment. The fastener segment consists of the manufacture and sale of rivets, cold-formed fasteners … Read More
Still A Powerhouse – Cisco Systems, Inc. (CSCO)
With a market cap of $153 Billion, Cisco Systems, Inc. (NASDAQ:CSCO) is the largest company in our Large Cap 1000 Screener, which you can access for free here. Cisco designs, manufactures, and sells Internet Protocol (IP) based networking and other products related to the communications and information technology industry worldwide. While there’s been … Read More
Standout Apparel and Accessories Retailer – Cato Corp (CATO)
One of my favorite stocks in our All Investable Screener is Cato Corp. (NYSE:CATO). The company was founded in 1946 and operates approximately 1,300 apparel and accessories specialty stores in 32 states under the names “Cato”, “Versona”, “It’s Fashion” and “It’s Fashion Metro”. Stores primarily range in size from 3,000 to 8,000 … Read More
Cashflow Beast – Southwest Airlines Co (LUV)
Starting this week I’ll be providing a series of articles on Cashflow Analysis and Capital Allocation on the Top 30 companies in our Large Cap 1000 Screener, which incidentally you can access for free here. Today, I’m going to take a look at Southwest Airlines Co (NYSE:LUV). One of the things I like most … Read More
Beware The Profit Makers – Cash is King!
If there’s one thing I’ve learnt about analyzing financial statements over the years, it’s that you must analyse all three financial statements, Balance Sheet, Income Statement and Statement of Cashflows before you consider making an investment. Here’s a real-life example to show you what I mean. In 2015 AT&T Inc. (NYSE:T) reported a … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 24th, 2016” on Storify]
Warren Buffett on Benjamin Graham
Much has been written about Warren Buffett’s relationship with Benjamin Graham. But one of my favorites is from an article he wrote for the Financial Analysts Journal back in 1976. I think it sums up their relationship perfectly. My favorite Buffett quote is, “And if encouragement or counsel was needed, … Read More
‘Noise’ is Costing Wall Street Billions – Daniel Kahneman
Daniel Kahneman is a psychologist notable for his work on the psychology of judgement and decision-making, as well as behavioral economics, for which he was awarded the 2002 Nobel Memorial Prize in Economic Sciences (shared with Vernon L. Smith). In 2015, The Economist listed him as the seventh most influential economist … Read More
The Three Principles of a Successful Value Investing Strategy – George Athanassakos (Ben Graham Chair)
Dr. George Athanassakos is a Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School, which he joined in July 2004. He’s also the Founder & Director of The Ben Graham Centre for Value Investing. Athanassakos has been ranked among the top 10 researchers in Canada by … Read More
Value Investing Is Like Managing A Wine Cellar – Kim Shannon (Ben Graham Newsletter)
Kim Shannon is a contrarian in more ways than one. She switched from being an anthropology/biology student to the finance field and started working in the investment industry at a time when women were in the minority. She also takes a contrarian approach to investing at her firm, Sionna Investment … Read More
Living Legends Bernstein, Bogle, Brinson, Buffett, LeBaron, Neff, and Templeton
It’s not often that you’ll get a number of the greatest investors on the planet in the same place at the same time. One of the best investing transcripts you will ever read came from a November 2002 conference call, moderated by former AIMR (Association for Investment Management and Research) Chair … Read More
The Best Airline Stock in the U.S. – Alaska Air Group, Inc. (ALK)
Alaska Air Group, Inc. (NYSE:ALK) is currently in talks with the U.S. Justice Department to see if it can reach a deal for approval to buy Virgin America Inc. On April 4, 2016, the company announced plans to acquire Virgin America. If approved by regulators, the merger with Virgin America is expected to … Read More
How Value Investing Works – Whitney Tilson and John Heins (Video)
Whitney Tilson and John Heins co-authored the book, The Art of Value Investing: How the World’s Best Investors Beat the Market. The New Yorks Times reviewed the book as follows, “John Heins and Whitney Tilson, co-founders of the Value Investor Insight newsletter, have done a thorough job of explaining how … Read More
Investing is the Intersection of Economics and Psychology – Seth Klarman (Video)
I can’t get enough of Seth Klarman, one of the best investing minds on the planet. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He’s also the author of the best selling book, Margin of Safety: Risk-Averse Value Investing Strategies for the … Read More