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Book Review of Full of Bull: Do what Wall Street does, not what it says, to make money in the market

Book review of “Full of Bull: Do what Wall Street does, not what it says, to make money in the market” by Stephen T. McClellan. This is an interesting book. I always like reading books written by equity research analysts with decades of experience. Stephen McClellan has 32 years of experience covering high-tech stocks, most … Continue reading

Francis Chou – Chou Associates Management

Just read some information about Francis Chou, a famous value investor in Canada who set up Chou Associates Management Inc. Path to Success Born in India, immigrated to Canada in 1976 with $200 and a high school diploma. Worked at Bell Canada for 7 years as a telephone repair man. Discovered Graham and Buffett in … Continue reading

Book Review of Payback Time

This is a sequel to Phil Town’s first book: Rule #1. Both books are quite good in presenting a simple system for novice investors to pick stocks. The first book deals with the basic concepts of value investing, coupled with some technical analysis (MACD, Moving Averages, Stochastics) to determine entries and exits. It lacked some … Continue reading

Book Review of You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits

I’ve always wanted to read “You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits” by Joel Greenblatt since I knew about the book some years back, yet have somehow never managed to do so. Well, I finally dug in and I’m glad that I did. This is an … Continue reading

Investing in Mining Companies: Interview with Stuart Baker

There is an excellent interview with Stuart Baker on mining companies in “The Super Analysts: Conversations with the World’s Leading Stock Market Investors and Analysts” by Andrew Leeming. Stuart Baker spent his first 8.5 years working on oil platforms with Schlumberger, followed by an MBA. After which Stuart started with stockbroker EL&C Baillieu, then went … Continue reading

Book Review of The Man Who Beats the S&P: Investing with Bill Miller

Book: “The Man Who Beats the S&P: Investing with Bill Miller” by Janet Lowe. This is quite an old book (200) about Bill Miller of Legg Mason. Its a very easy read, something that you can finish in a day. Some of the things that stand out are Miller tries to be as fully vested … Continue reading

Book Review of The Big Money by Frederick Kobrick

Just read this book “The Big Money: Seven Steps to Picking Great Stocks and Finding Financial Security” by Frederick R. Kobrick. Kobrick was an investment analyst at Wellington Management Company for many years before becoming a fund manager. The author has a website here. The investment approach is to invest at the early stage (e.g. … Continue reading

Federal Reserve Led by the Stock Market

David Einhorn was interviewed by Charlie Rose on 6 Dec 2010. See here. One interesting thing that David pointed out was that the Federal Reserve is inappropriately concerned with the reactions of the stock market. He said he realized it when on the Martin Luther King holiday in 2008, the U.S. markets were closed but … Continue reading

M&A Agreement Basics

There is a very nice three-parter on M&A agreements at the WSJ’s Deal Blog. You can find part 1 here, part 2 here, and part 3 here. I’d just like to summarise some key points below. Four articles that define the rights of a party to avoid closing and walk away (mainly for the benefit … Continue reading

Book Review of Investing Against The Tide (Pub)

Just finished reading Investing Against The Tide: Lessons from a Life Running Money by Anthony Bolton. Anthony Bolton spent almost his whole career managing money at Fidelity, notably he managed the Fidelity Special Situations fund from December 1979 to December 2007 and achieved achieved annualised growth of 19.5% over 28 years. This is a great … Continue reading

Book Review of Investing Against The Tide

Great book. Develop an Investment Thesis for Every Stock You Own Be able to summarise in a few simple sentences why you own a particular company’s shares. Be able to list negative factors that might lead it to become a bad stock (i.e. the counter thesis), and know why you disagree with each of the … Continue reading

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