independentvalue.wordpress.com
March | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/03
Investing based on value justified by the facts. Buffett’s 2013 Letter to Shareholders Investment Strategy and Outlook and the Valuation of Businesses. March 15, 2014. Corner of Berkshire and Fairfax. Gannon and Hoang on Investing. Wexboy A Value Investing Blog. Blog at WordPress.com.
independentvalue.wordpress.com
independentvalue | Independent Value
https://independentvalue.wordpress.com/author/independentvalue
Investing based on value justified by the facts. Independentvalue has written 18 posts for Independent Value. December 7, 2014. As of 13th October 2014, I am no longer in a position to share investment analysis and commentary, or make further investments due to professional commitments. I will therefore not be blogging here or anywhere else for the foreseeable future. Thank you to all those who have read this blog, posted comments and emailed me with … Continue reading →. The Second Investment, Part II.
independentvalue.wordpress.com
April | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/04
Investing based on value justified by the facts. April 17, 2014. Since the launch of the Independent Value (IV) Portfolio on 24 October 2013, common stocks have returned approximately 2% – 5% over the near-six month period to today, as measured by my preferred benchmarks of the Euro Stoxx 600 ( 1.9%) and the S&P 500 ( 5.0% ). By contrast, the IV Portfolio has generated a nil … Continue reading →. Weight Watchers International Is the Fat Lady singing? April 14, 2014. Corner of Berkshire and Fairfax.
kicltd.ie
Killeevan Investment Consultants
http://www.kicltd.ie/usefullinks.html
A list of links to useful sites. Financial Regulator - www.ifsra.ie. Pensions Board - www.pensionsboard.ie. Pensions Ombudsman - www.pensionsombudsman.ie. Irish Stock Exchange - www.ise.ie. Bloomberg - www.bloomberg.com. Reuters - www.reuters.com. Street Events - www.companyboardroom.com. Financial Times - www.ft.com. Market Centre - www.marketcenter.com. Finfacts - www.finfacts.ie. Fullermoney - www.fullermoney.com. Sign on for daily email). Rabobank - www.rabodirect.ie.
gicwin.com
Global Investment Contest
http://www.gicwin.com/value-investing.html
General Terms and Conditions. Writing Example for Beginners. Value Investing is generally considered to be:. Conservative, relative to other investment disciplines (growth investing, momentum). Defensive as a safeguard against adverse future developments encountered in the stock market. Now that we have a basic understanding of what value investing is, let’s take a look at some characteristics of the value stocks. Graham’s Stocks Selection Criteria. Dividend yield of at least 2/3 the AAA bond yield.
independentvalue.wordpress.com
January | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/01
Investing based on value justified by the facts. Independent Value 2013 End of Year Commentary. January 7, 2014. 2013 has turned out to be an excellent year for those invested in equities generally, with such representative indices as the S&P 500, the FTSE 100 and the STOXX Europe 600 up approximately 32%, 22% and. 17% respectively. The Independent Value Portfolio, established on 24 October 2013, remained 100% in cash for the period to … Continue reading →. Corner of Berkshire and Fairfax.
independentvalue.wordpress.com
Library | Independent Value
https://independentvalue.wordpress.com/library
Investing based on value justified by the facts. Valuable reading for investors:. Security Analysis Benjamin Graham and David Dodd. The Intelligent Investor Benjamin Graham. The Essays of Warren Buffett Warren Buffett, ed. By Lawrence Cunningham. Margin of Safety Seth Klarman. The Most Important Thing Howard Marks. The Warren Buffett Way Robert Hagstrom. You Can Be A Stock Market Genius Joel Greenblatt. Common Stocks and Uncommon Profits Philip Fisher. Leave a Reply Cancel reply. Enter your comment here.
independentvalue.wordpress.com
November | 2013 | Independent Value
https://independentvalue.wordpress.com/2013/11
Investing based on value justified by the facts. Western Digital Corporation Best-in-class, misunderstood and undervalued? November 11, 2013. In my last post, I outlined at a high level an investment case for Western Digital Corporation (WDC). I continue to believe that it remains undervalued despite a 69% rally in its share price over the last 12 months, as both the business itself and the industry in which it operates is misunderstood by investors … Continue reading →. Corner of Berkshire and Fairfax.
independentvalue.wordpress.com
August | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/08
Investing based on value justified by the facts. The Second Investment, Part II. August 8, 2014. Having recently re-examined my investment thesis for GEA following the release of Q3 results for FY14, I added to my position today, doubling my holding from 10% to approx. 20% of my overall portfolio. In building such a highly concentrated position in GEA, I clearly have a high degree of conviction about the Company’s position … Continue reading →. GEA Update: A Road Less Travelled (But One Worth Taking).
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