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Book #2 of 2013: Good Strategy/Bad Strategy by Richard Rumelt | MetaKnowledge
https://metaknowledge.wordpress.com/2013/03/19/book-2-of-2013-good-strategybad-strategy-by-richard-rumelt
Book #2 of 2013: Good Strategy/Bad Strategy by Richard Rumelt. Leave a comment ». Finally finished the second book of the year, and already I feel like reading it all over again. This is definitely one of the best books I’ve read, and that’s not restricted to strategy or management books. There are many valuable insights into decision-making and analysis, on thinking. But these flaws are minor; this is just simply a very good book! Mar 19, 2013 at 6:09 pm. Leave a Reply Cancel reply. Five Rules For Life.
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MetaKnowledge | Please see disclaimer | Page 2
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Leave a comment ». Seth A. Klarman, The Baupost Group 31 Jan 2012 letter. Mar 2, 2012 at 3:38 pm. NYT: The Joy of Quiet. Leave a comment ». December 29, 2011. The Joy of Quiet. A few months later, I read an interview with the perennially cutting-edge designer Philippe Starck. What allowed him to remain so consistently ahead of the curve? Around the same time, I noticed that those who part with $2,285 a night to stay in a cliff-top room at the Post Ranch Inn in Big Sur pay partly for the privilege of.
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My Symphony | MetaKnowledge
https://metaknowledge.wordpress.com/2013/01/14/my-symphony
Leave a comment ». To live content with small means;. To seek elegance rather than luxury,. And refinement rather than fashion;. To be worthy, not respectable, and wealthy, not, rich;. To study hard, think quietly,. To listen to stars and birds, babes and sages, with open heart;. To bear all cheerfully,. Do all bravely,. In a word, to let the spiritual, unbidden and unconscious, grow up through the common. This is my symphony. Jan 14, 2013 at 5:43 pm. Laquo; Keep It Simple. Leave a Reply Cancel reply.
aboveaverageodds.com
Above Average Odds Investing » Investment Framework
http://www.aboveaverageodds.com/general-investment-framework
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Dec 11th, 2009 by aboveaverageodds. Again, history has shown that the value approach has offered investors not only the best approach to protect against substantial economic loss, but the surest and best means available to achieve long-term, above-average profits in the stock market. An Emphasis on Investing In Less Efficient Areas of the Market:. Anyhow, it should be no surprise to novice and prof...
valueinvestorcanada.blogspot.com
CVI: Dramatic View Of 2015 Oil Supply and Demand From Prienga
http://valueinvestorcanada.blogspot.com/2015/01/dramatic-view-of-oil-supply-and-demand.html
Sunday, January 11, 2015. Dramatic View Of 2015 Oil Supply and Demand From Prienga. I think the market will tighten up in a hurry in the second half as shale growth grinds to a halt and low prices stimulate demand. I sure don't see this kind of action though:. I would suggest it is from a much smarter person than me though:. Http:/ www.prienga.com/blog/. Posted by Devon Shire. March 18, 2016 at 5:10 AM. There are some whole new ranges of free market newsletter. Article or website for more information.
valueinvestorcanada.blogspot.com
CVI: December 2014
http://valueinvestorcanada.blogspot.com/2014_12_01_archive.html
Monday, December 22, 2014. Posted by Devon Shire. Links to this post. Subscribe to: Posts (Atom). Oil Pricing / Other. Baker Hughes Rig Count. Canadian Light Oil Pricing. Syncrude Sweet Blend Pricing. Follow Canadian Value by Email. Follow Canadian Value On Twitter. Centaur Capital - Zeke Ashton. Company Showcase - Petro River USA. Connacher oil and gas. East Coast Asset Management. Eric Nuttal - Sprott. IPC Oil and Gas. Retail Holdings N.V. US Listed Chinese Fraud. Vancouver real estate bubble.
valueinvestorcanada.blogspot.com
CVI: September 2014
http://valueinvestorcanada.blogspot.com/2014_09_01_archive.html
Monday, September 29, 2014. Encana Pays $7 Billion For Athlon Energy. Encana says the Athlon transaction will add the equivalent of about 30,000 barrels of oil per day of production focused in the Midland Basin, part of the Permian formation. Http:/ www.calgaryherald.com/business/NewsAlert Encana Athlon Energy 1billion deal/10245344/story.html. Posted by Devon Shire. Links to this post. Monday, September 22, 2014. Julian Robertson Speaks On His Current View Of The Markets. Posted by Devon Shire. Thursday...
valueinvestorcanada.blogspot.com
CVI: April 2014
http://valueinvestorcanada.blogspot.com/2014_04_01_archive.html
Wednesday, April 30, 2014. Jim Grant - Confidently Bearish On Valeant Pharma. Posted by Devon Shire. Links to this post. Tuesday, April 29, 2014. Oil Prices - Just Keeping Up. Http:/ www.economist.com/blogs/freeexchange/2014/04/oil-prices. Posted by Devon Shire. Links to this post. Steve Romick's First Quarter Commentary. Http:/ www.gurufocus.com/news/256983/steven-romicks-first-quarter-2014-crescent-fund-letter-to-investors/affid/81000. Posted by Devon Shire. Links to this post. Monday, April 28, 2014.
valueuncovered.com
Evolution of My Value Investment Philosophy – Part 2 | Value Uncovered
http://www.valueuncovered.com/evolution-of-my-value-investment-philosophy-–-part-2
Evolution of My Value Investment Philosophy Part 2. Posted February 7th, 2011. Filed under Investing Philosophy. I detailed my entry into the value investing discipline with a focus on dividends, free cash flow generators, and CROIC. Here is the next (although likely not the final) chapter in my investment philosophy. Special Situations or Workouts. Influenced again by Fwallstreet. Along with Joel Greenblatt’s book. You Can Be A Stock Market Genius. I completed my first successful merger transaction.
valueuncovered.com
Reflections | Value Uncovered
http://www.valueuncovered.com/reflections
Posted October 22nd, 2013. Filed under Uncategorized. This will be my last post on Value Uncovered for the foreseeable future, but this decision is for a good reason. As of August 1st, I am the newest member of the investment team at Yacktman Asset Management. While the rules and regulations in the industry may not easily lend themselves to an online blog, I hope to keep the historical posts on Value Uncovered available as a sort of post-mortem on my journey as an investor. Narrowing down hundreds of pag...
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