Search Results for: secret to investing

Wal-Mart Discount Stores’ Operations 1985 Case Study Analysis

Posted on January 17, 2012 | 6 comments

 Capital isn’t scarce; vision is. Each Wal-Mart store should reflect the values of its customers and support the vision they hold for their community. High expectations are the key to everything. I had to pick myself up and get on … Continue reading →

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Posted in Competitive Analysis

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Klarman, Einhorn, Tudor Jones Readings, Hedge Funds and a Reader’s Questions

Posted on January 14, 2012 | 5 comments

Note the chart below. Thoughts? Hedge Funds are a better deal for the fund managers than the clients.  Buyer beware. READINGS The Loser’s Game by Charles Ellis: http://www.scribd.com/doc/78279980/CWCM-the-Loser-s-Game (Source: www.santangelsreview.com) Failure Speech by Paul Tudor Jones (2009) http://www.scribd.com/doc/16588637/Paul-Tudor-Jones-Failure-Speech-June-2009 Einhorn on Why … Continue reading →

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Posted in Housekeeping, Investing Gurus, Investor Psychology

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Emphasis on Global Crossing Case; Good Health

Posted on January 11, 2012 | 4 comments

A conclusion is the place where you got tired of thinking. –Steven Wright Every man who says frankly and fully what he things is so far doing a public service. We should be grateful to him for attacking most unsparingly our … Continue reading →

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Posted in Competitive Analysis, Investor Psychology

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Strategic Logic Case Study Part 2 Global Crossing

Posted on January 10, 2012 | 4 comments

  If you think nobody cares about you, try missing a couple of payments. –S. Wright Everything has been said before, but since nobody listens we have to keep going back and beginning all over again.” –Andre Gide Part 1 … Continue reading →

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Posted in Competitive Analysis, Investor Psychology

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Fortune 500 Extinction

Posted on January 6, 2012 | 14 comments

Be aware of the fragility of companies no matter how powerful today. Fortune 500 Firms in 1955 vs. 2011; 87% Are Gone. What do the companies in these three groups have in common? Group A. American Motors, Studebaker, Detroit Steel, … Continue reading →

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Posted in Competitive Analysis

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Irving Kahn, 105, Reflects on What Keeps Him Young

Posted on December 15, 2011 | 1 comment

A great video on Irving Kahn, a Graham & Dodd investor, who is over 105 years old. His secret? His constant search for knowledge and being involved in a changing environment (stock market)  keep him thinking. Perhaps reading this blog … Continue reading →

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Posted in Investing Gurus

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Joel Greenblatt, His Magic Formula, and the Bargains Today

Posted on October 3, 2011 | 3 comments

Ben Graham: “It is fortunate for Wall Street as an institution, that a small minority of people can trade successfully, and that many others think they can.” You can learn about the attitude and philosophy of a successful value investor … Continue reading →

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Posted in Investing Gurus

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The Solution for the Fed–Do Nothing–the 1920-1921 Depression

Posted on September 23, 2011 | 1 comment

A few days ago we learned of the Federal Reserve’s plan to twist and shout. The Fed will AGAIN intervene into the credit markets to push longer-term bond rates down while “sterilizing” the move by selling short-term notes. The Federal reserve will … Continue reading →

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Posted in Economics & Politics

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