CSInvesting Update, Checklist Presentation By Mohnish Pabrai, How To Win In Investing, Leon Cooperman On How To Get Better, and The Benefits of Stress

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.

The Surprising Benefits Of Stress

Until next time.

Advertisement

Walter Schloss, Valuing Berkshire, Leon Cooperman, Thoughts On Valuations, and Gaining an Edge

Some weekend reading links while I am searching for another company to evaluate.

Walter Schloss’ 16 Golden Rules For Making Money In The Stock Market.  Link is from the Business Insider.

Tom Gayner’s Approach To Valuing Berkshire Hathaway.  This article is yet another from Greg Speicher’s blog and the rules that are laid out could be used to value other conglomerates.

Leon Cooperman: These are the Traits That Make The Best Analysts On Wall Street.  This article is from the Business Insider.  See how many of the traits 14 traits you have.

DoubleLine Capital Valuation Hint from the Brooklyn Investor’s blog.  This article, and the corresponding link at the top of the page to his previous discussion on DoubleLine, talks about things to look for when valuing financial companies.

How To Obtain An Edge When Investing, With Brad Hathaway of Far View Capital.  Link is from GreatInvestors.TV

How to get a job at Omega Advisors, Bill Gross’s opinion on the US economy, and a roundup of some of the best links of the past few weeks

Leon Cooperman on how to get a job at his Omega Advisors

This first link is an 3 minute interview with Leon Cooperman and what he looks for when hiring at his hedge fund Omega Advisors.  Looks like I fit his 3 criteria for being considered for employment at OA.

Bill Gross on the US economy

Bill Gross runs PIMCO, the world’s largest mutual fund company.  In the article he gives reasons, and his opinions on why he think the US economy is headed for another recession.

Roundup of the best articles from the past few weeks by the CFA Institute

There are some interesting articles on this site.  Here are some of my favorites:

• The Busy Trap
• The response to the Busy Trap, Busy: A Four Letter Word
• The top 10 Investor Errors: You Are Your Own Worst Enemy
• My Investing Checklist

Hope you enjoy.

Moats, Vivendi having trouble selling ATVI, and tips from Leon Cooperman

Moats

Finding companies that are undervalued and have a moat, or competitive advantage, is a winning combination for value investors.  Determining if a company has a moat can be difficult, and finding a company that has a long term competitive advantage can be even harder.  Here is an article from morningstar.com that talks about moats, and gives you some examples so that we can learn how to spot them.

Vivendi having problems finding buyers for Activison Blizzard

I have thought for a while now that Vivendi would have difficulty finding a buyer for Activision Blizzard, this article only confirms my suspicions.  So far it looks like Microsoft and Disney have said no to buying ATVI.  If they cannot find a buyer, then they will either sell the shares on the open market or do some kind of spin off of ATVI.

Leon Cooperman

Leon Cooperman, who founded Omega Advisors investment fund in 1991, and who is now worth $2 billion, gives his tips on how to succeed in business, and how to become a better investment advisor.

I hope you enjoy.