I have finally found another company to do a full research article on and will have it up as soon as possible. I am still doing research and waiting for its next quarterly results to come out this week so I can value the company with updated numbers so it will probably a little while until I write the article up. Up to this point the company looks promising and as of its last quarterly results that came out in June, it is selling for less than the reproduction value of its assets, with about 50% of its value coming from cash and short term investments, and no debt.
CSinvesting update as John has now moved the blog over to csinvesting.org and the blog is up and running. It also looks like the blog is going to become more focused on investing as well.
Checklist Presentation By Mohnish Pabrai from Hardcore Value where Mr. Pabrai uses examples from Graham, Buffett, Munger, and others to build a checklist.
“You Don’t Win By Predicting The Future, You Win By Getting The Odds Right” is another article from Farnam Street on how to win in investing.
Leon Cooperman On Hedge Funds, Investment Outlook, and Life, includes an hour long presentation. Page is from Market Folly.
Until next time.