Monthly Archives: August 2008

Rakesh Jhunjhunwala on Markets

Source: DNA Money More: Stock markets to remain bullish in long run: Jhunjhunwala Bull market will continue: Rakesh Jhunjhunwala (BS)

Posted in Uncategorized | 1 Comment

When Cheap Stocks Become Cheaper

by William Pappas This is a challenging time for those who are invested in cheap stocks. By “cheap,” I mean well below what a rational businessperson would pay for the business — not to be confused with just a stock … Continue reading

Posted in Uncategorized | 1 Comment

Value Investing vs. Value Pretending

For more than 50 years, great “value” investors — Warren Buffett, Benjamin Graham, Charlie Munger, Seth Klarman, to name a few — have been touting the benefits of investing when there is blood in the streets, buying businesses when they … Continue reading

Posted in Uncategorized | Leave a comment

More Important Than Margin of Safety?

by Ye As I mentioned in my earlier post The Best Kept Secret to Successful Investing, the most important rule to remember in investing is never lose money. In The Intelligent Investor, Benjamin Graham introduced the concept of “margin of … Continue reading

Posted in Uncategorized | Leave a comment

The Rebirth of Value?

As Dan Weiss writes, we have seen the market undergo a radical shift since midyear. The first-half darlings are so far 2nd-half disasters, and vice-versa. As Dan says, there is no way to know if this is the start of … Continue reading

Posted in Uncategorized | Leave a comment

Timeline: Global credit crunch

A year ago, few people had heard of the term credit crunch. But 12 months on, such is its effect on homeowners, businesses and financial institutions, it is a feature of everyday language and has even made it into the … Continue reading

Posted in Uncategorized | Leave a comment

Olympics 2008 kickstarts at Beijing

Official Site [English]

Posted in Uncategorized | Leave a comment

Global writedowns & Credit losses

Well, the figure as of now is approx. $350 billion. Citigroup tops the chart. Click on the following link for company-wise breakup. Image

Posted in Uncategorized | Leave a comment

Preventing Investment Mistakes: Ten Risk Minimizers

by Steve Selengut Most investment mistakes are caused by basic misunderstandings of the securities markets and by invalid performance expectations. The markets move in totally unpredictable cyclical patterns of varying duration and amplitude. Evaluating the performance of the two major … Continue reading

Posted in Uncategorized | Leave a comment

Buffett’s Multiple

by Evan Vanderveer Evan Vanderveer column: Emil Lee of the Motley Fool wrote a wonderful, yet underappreciated article on which I hope to build entitled, “Is 12.5 Buffett’s Magic Number?” In short, the answer appears to be unequivocally, yes. Warren … Continue reading

Posted in Uncategorized | Leave a comment