Category Archives: Uncategorized

Apologies for the lack of posts for the last few weeks.  Been swamped with my ‘day’ job and life in general.  Maybe I need to make a new year’s resolution to post once a week but realistically, I fear that … Continue reading →

A few recent articles that might be of interest to readers: Thought I had read lots of articles on Buffett’s use of floats but this one is really good (link) Efficient markets – 30% drop thanks to an error on … Continue reading →

Its been slow going for the last few weeks. Currently, I am not seeing too many interesting ideas at compelling valuations. Rather than buy something for the sake of activity or try to convince myself of an investment thesis that doesn’t … Continue reading →

A few interesting articles worth reading. In April, two weeks before the “Whale Loss” was public, JP Morgan was expected to earn $1.21 a share. Yesterday, they reported earnings of $1.21 a share despite the Whale Loss. A Great Quarter … Continue reading →

Whopper Investments has started a weekly valuation practice series. The aim is to replicate the investment thesis of a successful investment. Whopper supplies two recent 10-Ks and the most recent 10-Q. The first challenge is to value Dairy Queen in … Continue reading →

An irregular look at interesting stuff online; a bit hedge fund heavy today: A very interesting interview with Chanos can be found here. Chanos is probably one of the more under-rated “value” investors out there. A lot of people don’t consider … Continue reading →