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Wednesday, 8 October 2014

You are a lot better estimating the Cost of Capital without using fancy formulas

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Estimate the Cost of Capital  You have to estimate the cost of capital.   First of all, the cost of equity will always be above the cost...

Value Investing Process by Prof Bruce Greenwald

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Greenwald Value Investing Class on February 12, 2008  Retail stocks are in the tank so investors may be unreflectively selling. You will fi...

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

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When you are considering buying growth stocks:   1.  Verify the existence of a franchise 2.  Earnings return is 1/P/E. 3.  Identify...

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.

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The calculation in the short run is not that hard to do. 1.  First you have to know where the money is going. Is WMT expanding in Mexico...

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.

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Why don’t returns get bid away by entrants whose store economics have improved?  That is where the existence of a franchise is crucial. I...
Tuesday, 7 October 2014

Value Investing in Practice

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Value Investing in Practice Long-term - Fundamental (look at underlying busines...
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Saturday, 4 October 2014

Greenwald Lecture at Gabelli Value Investing Conference

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Published on 16 Jun 2014 Professor Bruce Greenwald lecture at Gabelli Value Investing Conference at Princess Gate, Lond...

Understanding Value Investing (video)

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Professor George Athanassakos, Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School, which he joined i...

Speculation

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http://www.slideshare.net/thadeshvar/basics-of-wealth-mgt

5 Reasons Why You Should Invest In Malaysian REITs Now

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  contributor Finance Oct. 3, 2014 Malaysian property investments have become less attractive these days due to the skyrocke...
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GDP accurate measure of economic growth

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October 3, 2014        KUALA LUMPUR: There is no denying that consistent economic growth reflected in the country’s Gross Domestic Pro...

PIMCO’s Flagship Fund Sees Its 17th Straight Monthly Outflow, And It Was Massive

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PIMCO’s flagship Total Return Fund saw a breath taking $23.5 billion in net outflows in September . “Of note, the largest daily outflow ...

The Bill Gross Blunder That Led To His Demise

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  Joe Weisenthal Finance Oct. 2, 2014, 11:39 PM   Bill Gross In the wake of Bill Gross’ shock departure, Paul Kru...
Friday, 3 October 2014

Legendary Warren Buffett shares his simple investing secrets.

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CNBC Excerpts: Legendary Investor Warren Buffett Speaks with CNBC's "Squawk Box" Today   October 2nd WHERE: CNBC...
Thursday, 2 October 2014

Coastal Contracts Bhd

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COASTAL Quarter Report History No. Financial   Revenue   Profit Before   ...