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利尻ヘアカラートリートメントは白髪染めランキングでなぜ上位なのか？ | stokblogs.com Reviews
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利尻ヘアカラートリートメントは白髪染めランキングでなぜ上位なのか？
RVB's Market Musings: February 2006
http://rvbmarketwatch.blogspot.com/2006_02_01_archive.html
What began here as an avenue to interact and learn has far exceeded those goals. If you are a prospective employer, please consider this site a place where you can see my passion for investing. Tuesday, February 28, 2006. Output Gap - Negatively Correlated to S&P 500 Returns? Recently, I reiterated the fact that I do have some "quant" in me. Minus the PhD, of course. Is negative, the S&P returns for the quarter are positive. Posted by rvb1977 @ 8:19 PM. Back to my roots (a little bit). And compared to th...
Worst-case Scenario Investing: July 2006
http://wcsinvesting.blogspot.com/2006_07_01_archive.html
Monday, July 31, 2006. State of the Portfolio - 7/31. A number of my holdings have been beaten down over the past 2-3 months. My portfolio has suffered and I am currently flat for the year (lagging the S&P by 4% for this year's cash flows). Despite these "setbacks", I am ecstatic about the opportunity to buy more of these stocks with such a large margin of safety, i.e. discount to its my estimate of the intrinsic value. Posted by wcsinvestor at 1:03 AM. Tuesday, July 25, 2006. As a student of machine lea...
Underground Value: August 2008
http://undergroundvalue.blogspot.com/2008_08_01_archive.html
Tuesday, August 5, 2008. A Conversation With Charlie Munger. Charlie Munger is the founding partner of the Los Angeles law firm Munger, Tolles and Olson, which he left in 1965 to focus on investing. He has been Berkshire Hathaway's vice chairman since 1979, and is also chairman and CEO of Berkshire subsidiary Wesco Financial Corp., based in Pasadena. Posted by Dang Le. Subscribe to: Posts (Atom). View my complete profile. Notes from Buffett Meeting 2/6/2009. Notes from Buffett Meeting 2/15/2008.
Underground Value: Notes From Buffett Meeting 2/15/2008
http://undergroundvalue.blogspot.com/2008/02/notes-from-buffett-meeting-2152008_23.html
Saturday, February 23, 2008. Notes From Buffett Meeting 2/15/2008. With the popularity of " Fortune's Formula. And the Kelly Criterion, there seems to be a lot of debate in the value community regarding diversification vs. concentration. I know where you side in that discussion, but was curious if you could tell us more about your process for position sizing or averaging down. If it’s your game, diversification doesn’t make sense. It’s crazy to put money into your 20. Choice rather than your 1. We don...
Underground Value: July 2007
http://undergroundvalue.blogspot.com/2007_07_01_archive.html
Thursday, July 26, 2007. Expedia, Inc. ( EXPE. Has announced a tender offer for 25 M shares between $27.50 and $30.00. The offer expires August 8 and includes odd lot preference. Shareholders with less than 100 shares will be tendered first. For more details go here [ SEC Filing]. My first experience with odd lot tender offers was AutoNation, Inc. ( AN. Last spring and I was pleased with those results. This arbitrage is about as riskless as it gets. Posted by Dang Le. Thursday, July 19, 2007. If returns ...
Worst-case Scenario Investing: November 2006
http://wcsinvesting.blogspot.com/2006_11_01_archive.html
Wednesday, November 29, 2006. What should I buy? When selling put options. In the blogosphere, I've found two other articles singing praises for USG. Whitney Tilson, a former Motley Fool columnist and now fund manager calls USG, the little stock that beats the market. While Evan Vanderveer likes USG the best. It's nice to be in good company. For those interested in Owens Corning, I would take a look at USG first. The situations are similar, but there are more gurus invested along side you with USG. Portf...
Worst-case Scenario Investing: January 2007
http://wcsinvesting.blogspot.com/2007_01_01_archive.html
Monday, January 29, 2007. Article: James Montier on how CAPM is CRAP. Today's "Outside The Box". Piece from John Mauldin's free InvestorsInsight newsletter debunks beta as a useful measure of risk. Beta measures a portfolio's volatility when compared to the market. The article illustrates why beta is a poor measure for risk by using multiple empirical studies. In my own investing, I use a stock's margin of safety as a measure of risk. Posted by wcsinvestor at 4:34 PM. Saturday, January 27, 2007. Multiple...
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利尻ヘアカラートリートメントは白髪染めランキングでなぜ上位なのか？
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