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Variant Perceptions | variantperceptions.wordpress.com Reviews
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Banks on my mind. Do you want a second opinion or just want to give some visibility to a cherished idea? This might be the place and these are some of the ideas we tend to like:. Turnarounds that are turning. Cyclicals with downside protection. Forced selling of good businesses. We want real fat pitches, situations that have real. With downside protection in the Munger, Lynch, Pabrai, Tepper, tradition. Guard up, chin down, looking for a chance to connect the killer combination… and always. I think this ...
Be greedy when others are fearful, Francis Chou edition | Variant Perceptions
https://variantperceptions.wordpress.com/2010/08/29/francis-chou-on-large-bank-warrants
Banks on my mind. Be greedy when others are fearful, Francis Chou edition. From his latest letter. Francis Chou seems keen on financials, retail and pharma equities, and for financials he discloses his thesis for stock warrants of large banks. Medium banks were easier to understand and bound, so that is where I focused first, but TARP warrants was how I expected to buy large banks when things became more clear. And things are becoming clearer by the day. 8212;——————...The financial institutions that s...
Munger on patience | Variant Perceptions
https://variantperceptions.wordpress.com/2012/01/20/munger-on-patience-2
Banks on my mind. How many different things has Wesco done since Blue Chip Stamps? We’ve only bought two or three companies and made a few big stock purchases. We’ve probably made a significant decision every two years. But nobody manages money this way. For one thing, clients won’t want to pay you. But this is not fun, watching and waiting, for people who have an action bias. Too much action bias is dangerous, especially if you’re already rich. The only way we know how to do this is to make relatively f...
Dimon on housing | Variant Perceptions
https://variantperceptions.wordpress.com/2012/01/14/dimon-on-housing
Banks on my mind. I could not have said it better, with such a command of the facts, while impromptu in a conference call Q&A. Demographics help the United States, it is not turning Japanese. And he does not fall in the temptation of making a prediction. Impressive. Yes, so let me answer the first in part. I think what you need to see is employment. That’s what you need to see because employment, in our opinion, will drive household formation. Household formation has been half what it normally is. PS: Ha...
Turnaround Investing | Variant Perceptions
https://variantperceptions.wordpress.com/turnaround-investing
Banks on my mind. This blog was heavily influenced by Peter Lynch’s types of stock: slow growers, fast growers, stalwarts, cyclicals, turnarounds, and asset plays. Other blogs have carved niches in this classification: Greenbackd and Old School Value becoming. Sitesfor assets plays, Wide Moat Investing is doing a fine job with growth with a moat investing, and there are plenty of dividend investment sites analyzing slow growers and stalwarts. The Science and Art of Turnarounds: a personal view. Gramercy ...
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Money in Stereo: October 2013
http://moneyinstereo.blogspot.com/2013_10_01_archive.html
Tunes, then and now. Saturday, October 12, 2013. Lou Simpson's 5 Investing Principles. I was consolidating some stuff from an old hard drive and ran across this document. I really cant say where it came from, and I was unable to find the 1986 Geico Annual Report online. I did verify these comments in a later Geico Annual letter that was in the SEC here. 160; Its a simple and concise summation of Simpsons investment style. . Links to this post. Subscribe to: Posts (Atom). Above Average Odds Investing.
Money in Stereo: Worthwhile Investment Reading
http://moneyinstereo.blogspot.com/p/worthwhile-investment-reading.html
Tunes, then and now. This is a list of investment books that I have found useful over the years in no particular order. With so much noise in the media regarding investments, it's taken nearly a decade to distill the information stream down to something worth calling respectable. These books have helped me, and reflect my own adopted personal philosophy of investing. My version of Heaven would be some sort of library.". Subscribe to: Posts (Atom). Above Average Odds Investing. Noise Free Investments Blog.
Money in Stereo: September 2012
http://moneyinstereo.blogspot.com/2012_09_01_archive.html
Tunes, then and now. Saturday, September 29, 2012. Pain is sending a message. I found the excerpt below via the always insightful Farnam Street Blog. 8220;When we encounter pain, we are at an important juncture in our decision-making process.”. September 29, 2012. 8212; Ray Dalio. Subscribe to: Posts (Atom). Above Average Odds Investing. MagicDiligence - The Best Magic Formula Stocks. Noise Free Investments Blog. Ragnar Is A Pirate. Santangel's Review Blog Archive. The Blog of Tim Ferriss.
Money in Stereo: The Destination is the Journey. Maybe.
http://moneyinstereo.blogspot.com/2013/04/the-destination-is-journey-maybe.html
Tunes, then and now. Sunday, April 7, 2013. The Destination is the Journey. Maybe. Standford's brilliant neurologist, Robert Sapolsky on the Dopamine Jackpot, and the effect of. Into the Work = Reward equation. Subscribe to: Post Comments (Atom). Above Average Odds Investing. MagicDiligence - The Best Magic Formula Stocks. Noise Free Investments Blog. Ragnar Is A Pirate. Santangel's Review Blog Archive. The Blog of Tim Ferriss. Vitaliy Katsenelson Contrarian Edge. The Vinyl Market and its Invisible Hand.
Money in Stereo: Frustrated with your Conglomerate discount? Hire an animator.
http://moneyinstereo.blogspot.com/2013/04/frustrated-with-your-conglomerate.html
Tunes, then and now. Friday, April 12, 2013. Frustrated with your Conglomerate discount? Loews Corp's animated version of the value imbedded in the conglomerate. Subscribe to: Post Comments (Atom). Above Average Odds Investing. MagicDiligence - The Best Magic Formula Stocks. Noise Free Investments Blog. Ragnar Is A Pirate. Santangel's Review Blog Archive. The Blog of Tim Ferriss. Vitaliy Katsenelson Contrarian Edge. East Coast Asset Management Q1 2013 Quarterly lett. View my complete profile.
Philthy’s Movie Lists | thephilthyway
https://thephilthyway.wordpress.com/philthys-movie-reviews-and-movie-lists
Welcome to the Philthy Way. Philthy’s Movie Lists. Philthy’s Recipe Folder. Philthy’s Movie Reviews. Philosophies of Philthy, and other amazing and profound internet crap. Philthy’s Movie Lists. My Top 10 Favourite Movies. Subject to change without notice). UPDATED: January 16th 2015. Then my girlfriend (at the time) and I went to see. Is Scorsese’s finest cinematic accomplishment and should be in every movie-lover’s Top 10. 2 The Empire Strikes Back (1980). 5 The Insider (1999). 6 The Dark Knight (2008).
A Ship in the Harbor is Safe...: AAPL Picking
http://harbor.typepad.com/analysis/2011/10/apple-picking.html
A Ship in the Harbor is Safe. But That's Not What Ships Were Made For: Thoughts and fundamental analysis. Enter your email address:. Subscribe in a reader. Laquo; GSL Update. Activision Blizzard (ATVI) ». Before we start looking at actual growth rates, I want to make one quick effort to debunk the too big to win myth. The Power Law. If Apple traded at 25x trailing earnings, a totally reasonable valuation, the chart would look like this:. This isn’t unimaginable to me. It perfectly follows the...The fac...
A Ship in the Harbor is Safe...: Activision Blizzard (ATVI)
http://harbor.typepad.com/analysis/2011/10/activision-blizzard-atvi.html
A Ship in the Harbor is Safe. But That's Not What Ships Were Made For: Thoughts and fundamental analysis. Enter your email address:. Subscribe in a reader. Laquo; AAPL Picking. Activision’s most notable IP is the Call of Duty franchise. CoD dominates the first person shooter market segment, selling twice as many copies as Halo, the next best-seller. This is mostly ecause CoD is available on Xbox, PS3, and PC, whereas Halo is an Xbox exclusive, but CoD outsold Halo. Development responsibilities are shar...
Evolution of My Value Investment Philosophy – Part 2 | Value Uncovered
http://www.valueuncovered.com/evolution-of-my-value-investment-philosophy-–-part-2
Evolution of My Value Investment Philosophy Part 2. Posted February 7th, 2011. Filed under Investing Philosophy. I detailed my entry into the value investing discipline with a focus on dividends, free cash flow generators, and CROIC. Here is the next (although likely not the final) chapter in my investment philosophy. Special Situations or Workouts. Influenced again by Fwallstreet. Along with Joel Greenblatt’s book. You Can Be A Stock Market Genius. I completed my first successful merger transaction.
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VARIANTOV.NET
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Variant Partners
Submit Résumé. Working with a Recruiter. Some companies are better at putting the pieces together. Variant Partners has been developing and delivering custom recruiting solutions since 1970. We match Impact Players with opportunities and clients that desire them through the use of our custom approach. While the basics of recruiting are the same from search firm to search firm, it is the subtle yet significant differences we employ throughout the process that set us apart from our competition. In June, 20...
Variant Partners
Submit Résumé. Working with a Recruiter. Some companies are better at putting the pieces together. Variant Partners has been developing and delivering custom recruiting solutions since 1970. We match Impact Players with opportunities and clients that desire them through the use of our custom approach. While the basics of recruiting are the same from search firm to search firm, it is the subtle yet significant differences we employ throughout the process that set us apart from our competition. In June, 20...
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Variant Perception | Independent Global Macro Research
We provide actionable investment advice for money managers, policy makers and individuals. Our data-driven approach and focus on proprietary leading indicators allows us to keep one step ahead of the business cycle. Candid - Data Driven - Easy to Digest. Our publications are written with the money manager and decision maker in mind. We keep our reports succinct and let the data tell the story. 214 North Tryon Street, Suite 3010, Charlotte, NC 28202, USA.
variantperceptions.wordpress.com
Variant Perceptions
Banks on my mind. December 4, 2012. Buffett on the imperfect turnaround. Can you think of an example of a retailer that was successfully turned around? Broadcasting is easy; retailing is the other extreme. If you had a network television station 50 years ago, you didn’t really have to invent or being a good salesman. The network paid you; car dealers paid you, and you made money. How many retailers have really sunk, and then come back? It’s tough to compete against the best deal for customers. ...Running...
Вариант Петров ЕООД - озеленяване, мазилка, керамика
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Variant Pharmaceuticals, Inc.
Variant Pharmaceuticals, Inc. Navigate Variant Pharmaceuticals, Inc. Slide" data-cycle-next=".cycle-next" data-cycle-prev=".cycle-prev" data-cycle-pager=".cycle-pager" data-cycle-swipe="true" data-cycle-timeout=0 data-cycle-log=false. Formulating a Better World of Health™. Variant is committed to making a difference in health outcomes and quality of life for patients with limited or sub-optimal pharmaceutical options available. Formulating a Better World of Health™. Learn more about Variant.
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