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Yaniv's Blog - Value Investing: Thoughts and Insights

Value Investing: Thoughts and Insights

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Value Investing: Thoughts and Insights

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Value Investing Archives - Yaniv's Blog

http://www.yanivu.com/category/value-investing

Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Category Archives: Value Investing. Cambria Automobile: the art of performance. Cambria Once in a while, when I come across an interesting investing idea that is not actionable for Eden, I’ll happily share it with the readers of this blog. I came across Cambria Auto a few months ago and unfortunately, the trading in the stock is too thin and doest not enable us to build a Read More ». 2015: when heroes fall from grace. From time ...

2

Misc Archives - Yaniv's Blog

http://www.yanivu.com/category/misc

Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Brexit: in for a penny out for a pound. How did you react to the Brexit-inspired selloff in the markets? Let’s face it, the UK never had an “in for a penny in for a pound” approach towards the EU. Now, it is out in the open. Following the referendum, a new chapter is beginning for the European Union and the UK, an interesting one I Read More ». Vale: matter of time. Why am I fighting to live, if I’m just living to fight? The year...

3

Meeting Ted Weschler

http://www.yanivu.com/2015/06/encounter-or-how-does-one-of-the-best-investors-in-the-world-do-it

Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Encounter, or, how does one of the best investors in the world do it? June 21, 2015. 8220;Good morning, how was your run? 8220;It was great, how about you? 8220;It was really good to open the morning like that, I just still feel the alcohol from last night”. 8220;Same here. Oh, I’m Ted Weschler, and you? 8220;I know who you are. My name is Yaniv…”. I ended my Omaha post. 8220;Career” advice. He then builds a 5-year model trying t...

4

Buffett's 2014 Annual Letter is Out! - Yaniv's Blog

http://www.yanivu.com/2015/03/buffetts-2014-annual-letter

Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Buffett’s 2014 Annual Letter is Out! March 2, 2015. Warren Buffett’s latest and longest-ever annual letter is out. For those who are interested, here is the link to the full version: http:/ www.berkshirehathaway.com/letters/2014ltr.pdf. 43 pages of pleasure, enjoy! Buffett didn’t write anything about his in-and-out investment in Exxon Mobil. I can vouch for that. To further assert his point a bit of a Buffett-humor is used:.

5

Textual Comparison of Goldman Sachs' 2014 and 2013 Annual Reports - Yaniv's Blog

http://www.yanivu.com/2015/03/textual-comparison-goldman-sachs-2014-2013-annual-reports

Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Textual Comparison of Goldman Sachs’ 2014 and 2013 Annual Reports. March 8, 2015. Goldman Sachs released its 10-k. Annual report) slightly more than two weeks ago. Given the changes in the environment in which Goldman operates (regulatory, competition etc.), I thought it would be useful to check what changed versus the 2013 10-k. There is a ton of other new sections that relate to derivatives, swaps, trading and other new regulat...

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Value Investing: Thoughts and Insights. Value Investing – beginners’ guide. Reading in the first half of 2015: books review. Reading books is one of the aspects of what I do that I like the most. Generally speaking, this is a great pastime and in most cases what usually starts with “I have to read this book because I need to know more about this industry/company” usually ends in me being so engaged with the Read More ». Encounter, or, how does one of the best investors in the world do it? 8220;I was pret...

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