myinvestingnotes.blogspot.my (Bullbear Buffett Stock Investing Notes)

Keep INVESTING Simple and Safe (KISS) ****Investment Philosophy, Strategy and various Valuation Methods**** The same forces that bring risk into investing in the stock market also make possible the large gains many investors enjoy. It’s true that the fluctuations in the market make for losses as well as gains but if you have a proven strategy and stick with it over the long term you will be a winner!****Warren Buffett: Rule No. 1 - Never lose money. Rule No. 2 - Never forget Rule No. 1.

Essentials of Value Investing

Why Value Investing works. Buying cheaply works.

Value Investing in Practice: Search strategy, Valuation strategy and Patience

OPPORTUNITIES IN VALUE INVESTING

Where do you always want to start a valuation?

Asset value (AV) and Earnings power value (EPV). Know the 3 scenarios - AV > EPV, AV = EPV and AV < EPV

Two pictures of value: An asset value and an earnings power value.

Look at growth from the perspective of investment required to support the growth. Profitable Growth Occurs Only Within a Franchise.

Value Investing Process by Prof Bruce Greenwald

Introduction to a Value Investing Process by Bruce Greenblatt at the Value Investing Class Columbia Business School

Calculating investment returns from growth stocks - returns from dividends and share buybacks, returns from retained earnings (reinvestment by the company) and returns from organic growth.

Growth creates value only when the company has a competitive advantage. If there were no barriers to entry, then gains would be get competed away by additional competitors.

Value Investing in Practice

Greenwald Lecture at Gabelli Value Investing Conference

Bruce Greenwald Interview (Full Version)

The most succinct description of value investing

Bruce Greenwald on Value Investing