Category Archives: General
February Issue of Ultimate Value Finder is Released
The February issue of Ultimate Value Finder is out. If you are subscribed to the newsletter, you should have already received it in your inbox. In this issue, I covered three uniquely different companies. One recently filed a lawsuit and its outcome will determine whether the future investment return will be 85 percent or 400 [...]
Monument Mining – Should You Vote “Yes” or “No” for the Mengapur Project
I follow all of my investments very closely, and therefore, I speak with most of the CEOs of the companies in which I invest. At the same time, I read comments made by other investors on various Internet message boards. What amazes me the most is how quickly these investors jump to various conclusions based [...]
Letter to Monument Mining Management
Letter to Monument Mining Management(function() { var scribd = document.createElement(“script”); scribd.type = “text/javascript”; scribd.async = true; scribd.src = “http://www.scribd.com/javascripts/embed_code/inject.js”; var s = document.getElementsByTagName(“script”)[0]; s.parentNode.insertBefore(scribd, s); })();
Please let me know what you think…
I research a variety of companies on a daily basis and I find amazing deals. Unfortunately, I cannot invest in all of them. On my blog, I only write about the ones that I do invest in. However, I know that some of you would be interested in the other great deals that I am [...]
David Einhorn is betting on gold-mining companies
Hedge-fund manager David Einhorn is betting that gold-mining companies will outperform bullion, reversing the trend from the past six months. “A substantial disconnect has developed between the price of gold and the mining companies,” Einhorn said today in a conference call discussing results at Greenlight Capital Re Ltd. (GLRE), the reinsurer where he is chairman. [...]
Bank of America: I Don’t Want to Buy it if You Don’t Want to Buy it
Do you remember a time when you were a child and and you wanted to do something but your mom prevented you from doing it? Then, you responded, “Mom, but John is doing it. Why can’t I do it?” Your mother responded, “If John jumped off of the top of a building, would you follow [...]
Silver Will Keep Outshining Gold Sprott Says
Sprott on Silver
Your House Now Has a Ticker Symbol
Have you ever heard that you should think about stock price fluctuation the way you think about the value of your house? When you own a house, no one quotes you a price for it on a daily basis, but when you own a stock, Mr. Market is constantly quoting you different prices, causing your [...]
Chicago Value Investor Meet-up of 2011 in 2 weeks!
If you live or visit Chicago, come and join us for the Chicago Value Investor Meet-up of 2011 in 2 weeks! The meet-up will take place on Thursday, January 27th at 7pm. Individuals that attended in the past were buyside value investors, analysts, portfolio managers, and “financial” entrepreneurs. For the location information, visit the following [...]
Seth Klarman has too much money and too few ideas; We have too little money and too many ideas
After generating an annual return of approximately 17 percent in the 10 years ended in December 2009, Seth Klarman of The Baupost Group, chose to return some money to investors. The reason? Not enough investment opportunities for the $22 billion he has under management. However, individual investors or money managers with fewer dollars under management [...]
