softwaretrading.co.uk
CAIA | Software Trading
https://softwaretrading.co.uk/category/trading/caia-trading
To track my personal trading portfolio. So far, I'm outperforming a FTSE index tracker on a gross basis. This graph is subject to all the usual biases especially selection bias, instant history bias, and looks good on a blog sidebar bias. CAIA Program Benefits: Why Take The CAIA Exams? Weekend Linkfest 102: macro mini celebrities, revisiting software development ideas, and an XP practice smorgasbord. Agile quantitative a…. On Ernie Chan on the pitfalls of…. On CAIA Program Benefits: Why Tak…. I was searc...
softwaretrading.co.uk
CPP | Software Trading
https://softwaretrading.co.uk/category/software/cpp
To track my personal trading portfolio. So far, I'm outperforming a FTSE index tracker on a gross basis. This graph is subject to all the usual biases especially selection bias, instant history bias, and looks good on a blog sidebar bias. CAIA Program Benefits: Why Take The CAIA Exams? Weekend Linkfest 102: macro mini celebrities, revisiting software development ideas, and an XP practice smorgasbord. Agile quantitative a…. On Ernie Chan on the pitfalls of…. On CAIA Program Benefits: Why Tak…. The followi...
valuebeacon.wordpress.com
Resources | Value Beacon
https://valuebeacon.wordpress.com/reading-list
Here are some resources you can use to improve your value investing skills and knowledge:. The Wall Street Journal. Magic Formula Stock Screener. A few folks have asked me about my reading habits. Here’s are some of my past business and investing reads:. 100 Great Businesses and the Minds Behind Them. Emily Ross and Angus Holland. A Random Walk Down Wall Street. Burton G. Malkiel. A Short History of Nearly Everything. Adventure Capitalist: The Ultimate Road Trip. Mary Buffett, David Clark. Guns, Germs an...
valuebeacon.wordpress.com
About | Value Beacon
https://valuebeacon.wordpress.com/about
Aly G Mawji is a value investor based in Halifax, Nova Scotia, Canada. Aly is a Chartered Accountant and graduated from the Richard Ivey School of Business. 9654; No Responses. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out.
valuebeacon.wordpress.com
Investment Principles | Value Beacon
https://valuebeacon.wordpress.com/investment-principles
Price is what you pay, value is what you get. Only buy securities at attractive prices. Be a buyer of businesses. Be concerned with the company, its business economics, management, history and future prospects. Great businesses should get you excited. It’s much easier to understand and value some types of businesses than others. I prefer understandable and predictable businesses. I prefer businesses that have been around for a long time. Show me the money. I am not a speculator or technical trader. I...
valuebeacon.wordpress.com
Herbalife Under the Microscope | Value Beacon
https://valuebeacon.wordpress.com/2014/01/31/herbalife-under-the-microscope
Herbalife Under the Microscope. On January 31, 2014. In my last blog post. I wrote all about Bill Ackman’s $1B bet against Herbalife. Ackman heads Pershing Square Capital Management, an $11B New York hedge fund. In December of 2012, Ackman publicly asserted that Herbalife, a multi-level marketer with $4B in revenue, is a pyramid scheme. What has happened since then? Then, last week, prominent U.S. lawmaker, Senator Edward J. Markey, Democrat of Massachusetts, sent letters to federal regulator...So Mr Ack...
valuebeacon.wordpress.com
Quotables | Value Beacon
https://valuebeacon.wordpress.com/quotables
8220;If you examine returns from the broad stock market indexes over the past one hundred years, it is pretty clear that stocks do better than virtually all other easily accessible asset classes.” – Monish Pabrai. 8220;Price is what you pay. Value is what you get.” – Warren Buffett. 8220;If a business does well, the stock eventually follows.” – Warren Buffett. 8220;Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely...
valuebeacon.wordpress.com
Stock screener | Value Beacon
https://valuebeacon.wordpress.com/stock-screener
Unlike a traditional stock screener, this is a list of stocks that I have looked at along with some comments regarding the business. It is a constant work in progress and very likely will not include everything I have looked at. Companies in certain industries will be excluded by default. Keg Royalties Income Fund (KEG.UN). Name for steakhouses in Canada. Read entire blog post. Email me for more info. Last reviewed August 2010. Chapters Indigo (TSX: IDG). I don’t know the answer. 9654; 4 Responses. My co...
valuebeacon.wordpress.com
2014 | Value Beacon
https://valuebeacon.wordpress.com/2014
Archive for 2014 Yearly archive page. On May 28, 2014. Shares of many Internet technology companies are trading at prices that far overstate their economic worth. There is both qualitative and quantitative support for this. On the qualitative side, here are a few points:. The IPO market of late has been very receptive to companies with limited operating histories and unproven profitability. News stories commenting on high valuations of tech companies. EV/Sales multiple of 7.52x. Free cash flow (aka owner...
valuebeacon.wordpress.com
ROE: Investing’s Magic Formula | “The secret to life, the universe and everything” – Douglas Adams | Value Beacon
https://valuebeacon.wordpress.com/2009/07/13/roe-investing’s-magic-formula-“the-secret-to-life-the-universe-and-everything”-–-douglas-adams
ROE: Investing’s Magic Formula The secret to life, the universe and everything Douglas Adams. On July 13, 2009. Ok, so maybe return on equity (ROE) isn’t the secret to life, the universe and everything. But in my opinion it is the single most important metric in investing. And it should be more widely discussed by investors, business owners and managers than it is. 8220;By taking a year’s worth of earnings and comparing it to the amount of shareholder equity on the balance sheet, you get a measurem...
SOCIAL ENGAGEMENT