delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: May 2015
http://delphivalueinvestments.blogspot.com/2015_05_01_archive.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Thursday, May 7, 2015. The Berkshire Meeting: My Favorite Weekend of the Year. I have found that most investors are kind of lone wolves. We sit in our homes and offices, read voraciously, and think about the world and the businesses we invest in. Myself with my new international investor friends Anders Heegaard (London) and Peter Sorensen (Copenhagen). Myself and my friend Jeremy Saltzberg who was attending the ...
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: The Powder River Basin and Fly Fishing: Part 1
http://delphivalueinvestments.blogspot.com/2015/06/the-powder-river-basin-and-fly-fishing.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Thursday, June 11, 2015. The Powder River Basin and Fly Fishing: Part 1. Sometimes you just have to get out of the office and get away from things so you can think clearly. While some investors are very successful simply working out of their office I find that I do some of my best thinking when I am out of my element or visiting a place and experiencing something new. Out there, but there really is something to ...
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: Amazon Actually Makes Money! : A lot of it
http://delphivalueinvestments.blogspot.com/2015/03/amazon-actually-makes-money-lot-of-it.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Tuesday, March 10, 2015. Amazon Actually Makes Money! A lot of it. How is it that a business can increase sales from $609 million in 1998, to $89 billion in 2014 without making any money? How can a business go from having 3 distribution centers in 1998 to 131 all around the world today without making any money? Well, it turns out Amazon actually does make money. A lot of it! You just need to count the cash.
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: Top 10 Books From 2014!
http://delphivalueinvestments.blogspot.com/2015/04/top-10-books-from-2014.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Wednesday, April 22, 2015. Top 10 Books From 2014! 1 The Education of a Value Investor. Fortunately, he stumbled across Warren Buffett’s writings and it was like a light switched on! Guy explains his investing and life journey wonderfully. In the end it has made him a great investor and an even better person. I can attest to this from some correspondence with him in which he has sent me some very nice no...It ha...
valueandopportunity.com
AerCap Holdings NV (ISIN NL0000687663) – How good is Einhorn’s new favourite ? | value and opportunity
https://valueandopportunity.com/2015/04/24/aercap-holdings-nv-isin-nl0000687663-how-good-is-einhorns-new-favourite
Slow value investing and special situations. AerCap Holdings NV (ISIN NL0000687663) – How good is Einhorn’s new favourite? A friend forwarded me the latest presentation from “guru” David Einhorn where his main long pick was AerCap, an Airplane leasing company. To shortly summarize the “Long case”:. 8211; AerCap is cheap (P/E 9). 8211; they made a great deal taking over IFLC, the airplane leasing division of AIG which is several times AerCap’s original size. And trades at lower multiples than its peers:.
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: Powder River Basin: Part 2
http://delphivalueinvestments.blogspot.com/2015/07/powder-river-basin-part-2.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: The Berkshire Meeting: My Favorite Weekend of the Year
http://delphivalueinvestments.blogspot.com/2015/05/the-berkshire-meeting-my-favorite.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Thursday, May 7, 2015. The Berkshire Meeting: My Favorite Weekend of the Year. I have found that most investors are kind of lone wolves. We sit in our homes and offices, read voraciously, and think about the world and the businesses we invest in. Myself with my new international investor friends Anders Heegaard (London) and Peter Sorensen (Copenhagen). Myself and my friend Jeremy Saltzberg who was attending the ...
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: March 2015
http://delphivalueinvestments.blogspot.com/2015_03_01_archive.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Tuesday, March 10, 2015. Amazon Actually Makes Money! A lot of it. How is it that a business can increase sales from $609 million in 1998, to $89 billion in 2014 without making any money? How can a business go from having 3 distribution centers in 1998 to 131 all around the world today without making any money? Well, it turns out Amazon actually does make money. A lot of it! You just need to count the cash.
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: April 2015
http://delphivalueinvestments.blogspot.com/2015_04_01_archive.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Wednesday, April 22, 2015. Top 10 Books From 2014! 1 The Education of a Value Investor. Fortunately, he stumbled across Warren Buffett’s writings and it was like a light switched on! Guy explains his investing and life journey wonderfully. In the end it has made him a great investor and an even better person. I can attest to this from some correspondence with him in which he has sent me some very nice no...It ha...
delphivalueinvestments.blogspot.com
Delphi Value Investments Blog: July 2015
http://delphivalueinvestments.blogspot.com/2015_07_01_archive.html
Delphi Value Investments Blog. Price is what you pay; value is what you get" Benjamin Graham. Monday, July 13, 2015. Powder River Basin: Part 2. Black Hills Corporation (WyoDak Mine, BKH). I am not a merger and acquisitions expert but Charlie Munger had an interesting quote at the Daily Journal Meeting in Los Angeles last year. Cloud Peak Energy (CLD). Rail Link (Genesee and Wyoming, GWR). He engineers stop their trains and hand off the driving responsibilities to the employees of Rail Link. The Rail...