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.

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

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

Understanding Value Investing (video)

Speculation

5 Reasons Why You Should Invest In Malaysian REITs Now

GDP accurate measure of economic growth

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

The Bill Gross Blunder That Led To His Demise

Legendary Warren Buffett shares his simple investing secrets.

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