tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: it's good to talk
http://tyumenvalueinvestorsclub.blogspot.com/2008/07/its-good-to-talk.html
Tyumen value investors club. Friday, July 11, 2008. It's good to talk. Let's talk about world population: Of the 16 countries in the world that have a populations of 75 million or more, 3 qualify for the title of developed countries. The other 13 are still "developing" basic infrastructure like telecoms. Let's talk about growth: Of the big developed 3, the US has the highest population growth rate of just under 1%. Japan is flat and Germany has a negative population growth number*. Let's talk Nigeria: I ...
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: Interesting interview with value/hedge-fund manager Seth Klarman
http://tyumenvalueinvestorsclub.blogspot.com/2008/07/interesting-interview-with-valuehedge.html
Tyumen value investors club. Thursday, July 17, 2008. Interesting interview with value/hedge-fund manager Seth Klarman. We're not the stereotypical hedge fund in terms of an idea a minute. We come in with a view that a security is trading for less than it’s worth, and we buy it.". Http:/ www.iimagazine.com/Article.aspx? Subscribe to: Post Comments (Atom). Links to useful sites. Pagesstern.nyu.edu/ adamodar/. Interesting interview with value/hedge-fund manage. Its good to talk. Welcome to the 2008 -?
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: Welcome to the 2008 - ? Bear Market !
http://tyumenvalueinvestorsclub.blogspot.com/2008/07/welcome-to-2008-bear-market.html
Tyumen value investors club. Thursday, July 3, 2008. Welcome to the 2008 -? The Dow has now retraced a full 20% since October 2007 highs signalling officially that we are in a bear market. I do not expect any meaningful recovery until next summer. The result of the US presidential election will have an impact - will the new president support Israel attacking Iran? So What should the value investor do? My answer is this : We should hold on to our stocks. Also Look at exchange-traded funds SPY, QQQQ, SMH f...
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: April 2008
http://tyumenvalueinvestorsclub.blogspot.com/2008_04_01_archive.html
Tyumen value investors club. Sunday, April 27, 2008. Video of Annual Whitman Day: Breakfast Panel with Martin J. Whitman. Http:/ whitman.syr.edu/Videoarchive/video.aspx? 5th Annual Whitman Day: Breakfast Panel with Martin J. Whitman and Richard Haydon. 0 hours, 51 minutes, 41 seconds. Martin J. Whitman, Richard Haydon, Whitman Day, Financial Fitness, Third Avenue Management, Neuberger Berman, Wall Street. Syracuse University Whitman School of Management. Thursday, April 17, 2008. I want to recommend CNQ.
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: February 2008
http://tyumenvalueinvestorsclub.blogspot.com/2008_02_01_archive.html
Tyumen value investors club. Monday, February 18, 2008. Investors must remain patient and calm. I want to remind our members again that we have to remain steadfast, calm and patient. Patience in the face of risk, volatitilty and temporary impairment to portfolio values. In fact we have just seen some screaming buys in the last 3 weeks. For example GE selling at around $33.00, SLB briefly below $75. Subscribe to: Posts (Atom). Links to useful sites. Pagesstern.nyu.edu/ adamodar/.
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: October 2008
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Tyumen value investors club. Wednesday, October 8, 2008. This one too shall pass. The sheer scale of the 2008 market plunge has outperformed all expectation. How much lower can things go? When are we going to get to the bottom and over with the current crisis? As of today the US and Britain both have now committed close to $2 trillion of public funds to rescue their banking sectors. In a historical context, we are probably seeing the most serious, co-ordinated financial commitments made in reaction t...
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club
http://tyumenvalueinvestorsclub.blogspot.com/2008/07/what-do-you-think-about-investing-in.html
Tyumen value investors club. Wednesday, July 2, 2008. What do you think about investing in China? We might get too concentrated on US and EU companies and underestimate China’s growth, giving some good possibilities for our long-term investment strategy. After a 52W-low of $78, analysts expect SNP to recover next weeks to $112 or $119. The negative Cash from Investing Activities and Cash from Financing Activities are giving me some concern. Http:/ www.bloomberg.com/apps/news? This way China expects to re...
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: March 2008
http://tyumenvalueinvestorsclub.blogspot.com/2008_03_01_archive.html
Tyumen value investors club. Tuesday, March 18, 2008. Lessons from Bear Stearns. We should take a careful look at story of 85-yr old investment firm Bear Stearns (BSC) to learn great portfolio management lesson. BSC 1-year share price history:. 04/25/07 - $159.36 per share. 03/17/08 - $2.00 per share (sold off to competitor). I Buffett commenting on derivatives. Complex financial instruments are time bombs and "financial weapons of mass destruction" that. The derivatives business is like hell - easy to e...
tyumenvalueinvestorsclub.blogspot.com
tyumen value investors club: This one too shall pass..
http://tyumenvalueinvestorsclub.blogspot.com/2008/10/this-one-too-shall-pass.html
Tyumen value investors club. Wednesday, October 8, 2008. This one too shall pass. The sheer scale of the 2008 market plunge has outperformed all expectation. How much lower can things go? When are we going to get to the bottom and over with the current crisis? As of today the US and Britain both have now committed close to $2 trillion of public funds to rescue their banking sectors. In a historical context, we are probably seeing the most serious, co-ordinated financial commitments made in reaction t...
