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Above Average Odds Investing » Blog Archive » David Capital Partners Q4 Letter To Partners
http://www.aboveaverageodds.com/2014/05/29/david-capital-partners-q4-letter-to-partners
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. David Capital Partners Q4 Letter To Partners. May 29th, 2014 by aboveaverageodds. After a year-long hiatus, Above Average Odds Investing is back. Our reasons are multifold (I missed you guys! I think it’s a great read and a wonderful way to re-launch the site. At any rate, we look forward to sharing Adam’s thoughts again in the future (you can count on it) David Capital is without a doubt a fun...
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Above Average Odds Investing » Analysis
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Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Dec 11th, 2009 by aboveaverageodds. Input Capital Corp (INP.V). Part 1: A Field of Streams. Part 2: If You Build It, Farmers Will Come…. Part 3: 1 Year Later – An Annual Review. Part 4: (Coming Soon). Mongolian Growth Group (MNGGF). The PHH Corporation (PHH). Boyd Group Income (TSX: BYD-UN). Sandstorm Metals and Energy (CVE: SND). Intro See’s Candies at a Sanborn Maps Price. Part 2 The Mystery.
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Above Average Odds Investing » Blog Archive » Grant’s Winterbreak 2012 Issue
http://www.aboveaverageodds.com/2012/12/29/grants-winterbreak-2012-issue
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Grant’s Winterbreak 2012 Issue. Dec 29th, 2012 by aboveaverageodds. 2 Responses to “Grant’s Winterbreak 2012 Issue”. On 02 Jan 2013 at 5:11 am. Jim Grant’s article was really interesting, thanks for sharing it. On 02 Jan 2013 at 7:05 am. Thanks. Grant always is. Subscribe in a reader. Enter your email address:. Dave on Investment Analysis: The Mongolian. DB on Investment Analysis: Sandstorm Metals.
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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...
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Above Average Odds Investing » Lost Password
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Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Mar 3rd, 2014 by aboveaverageodds. Please enter your username or email address. You will receive a link to create a new password via email. Comments Off on Lost Password. Subscribe in a reader. Enter your email address:. Dave on Investment Analysis: The Mongolian. DB on Investment Analysis: Sandstorm Metals. James on Investment Analysis: The Mongolian. Kiran on Investment Analysis: Envirostar (EVI).
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Above Average Odds Investing » Blog Archive » Investment Analysis: Input Capital Corp (INP.V) – “A Field of Streams”
http://www.aboveaverageodds.com/2015/01/24/input-capital-corp-inp-v-a-field-of-streams
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Investment Analysis: Input Capital Corp (INP.V) – “A Field of Streams”. Jan 24th, 2015 by aboveaverageodds. Even so, one thing remains the same – Input remains a grossly mis-priced and under appreciated high quality business on the cusp of a multi year period of sustained super compounding. So while the stock has run up quite a bit since I took a position, the reality is that Input offers...So, rea...
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Above Average Odds Investing » Login
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Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Oct 13th, 2010 by aboveaverageodds. Comments Off on Login. Subscribe in a reader. Enter your email address:. While knowing how to value businesses is essential for investment success, the first and perhaps most important step in the investment process is knowing where to look for opportunities" - Seth Klarman. Dave on Investment Analysis: The Mongolian. DB on Investment Analysis: Sandstorm Metals.
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Above Average Odds Investing » Portfolio
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Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Dec 24th, 2009 by aboveaverageodds. AAOI Blog Portfolio Performance Update:. Since inception on 9/23/2011 until Feb 1, 2013 the AAOI portfolio has generated a total return of approximately 55% vs. 33% for the S&P 500, 23% for the Russell 2k, and (-20%) for the S&P/TSX Venture index. Top 5 Positions as of 2/1/13. 1 SHOS ( 14%). 2 BYD-UN ( 11%). 3 SND/STTYF ( 10%). 4 SSL/SAND ( 9%). 5 AF ( 7%). For r...
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Above Average Odds Investing » Blog Archive » Howard Marks: Ditto
http://www.aboveaverageodds.com/2013/01/09/howard-marks-ditto
Above Average Odds Investing. Uncovering Low Risk High Return Investments For The Bargain Hunting Investor. Jan 9th, 2013 by aboveaverageodds. Mark’s latest…. 4 Responses to “Howard Marks: Ditto”. On 21 Jan 2013 at 2:41 pm. I think mnggf is going to be a good long ride. i spoke to jordan awhile back – very different executive. he’s thinking in terms of the worst case always and trying to mitigate risk. of course, management should be taken with a grain of salt. Also, wondering what you think about jcp?
