Old School Value

Warren Buffett’s BNI Intrinsic Value Calculation on Nov 6, 2009 in Featured Stock Analysis ETN BNI I’ve been hearing a lot about Buffett’s purchase of BNI. Whether the choice of a partial stock deal means that Buffett considers Berkshire shares to be overvalued, or whether Buffett is going “all in” in American stocks and c...

Portfolio Performance October 2009 on Nov 3, 2009 in Portfolio INSM DCU EMMS IGOI MHH ATW Old School Value Stock Portfolio Performance October 2009: S&P -1.98% October 2009: OSV 10.18% October was certainly an eventful month, but overall, I am happy that I did not lose money. Rule #1: Never lose money Rule #2: Never forget rule #1 W...

Value Stock Mastech Holdings Misunderstood on Nov 2, 2009 in Featured Stock Analysis MHH On October 28, MHH was subject to a 20% drop during the day after earnings was released. Looking at the results of the Q3 financial reports, I see a company that is continuallying improving its business and strengthening itself. But Wall Street think...

Notice: Just a Little Busy on Oct 20, 2009 in Notices Haven’t had much time to dedicate to quality articles of late. Since I prefer to write stuff worth reading, I prefer not to waste my time or your time with unnecessary information. I’ve been busy getting ready to move so I’m trying...

Investing Book Review: Quality of Earnings on Oct 14, 2009 in Book Reviews Featured investing book Investing Book Review of Quality of Earnings If you’re into value investing, which of the three financial statements do you concentrate on the most? I tend to perform balance sheet analysis and cash flow statement analysis much deeper than the...

Value Investor’s Guide to Handling Volatility on Oct 12, 2009 in Featured Investing Perspective EPS “It turns out that value investing is something that is in your blood. There are people who just don’t have the patience and discipline to do it, and there are people who do. So it leads me to think it’s genetic.” - Seth Klarman Markets go up...

Investment Articles - Oct 10, 2009 on Oct 11, 2009 in Reading_Links LEE CMLS Increase your circle of competence with some of the best investment articles. Recommended Investing Articles Must Read of the Week Surge in Auto Ads Makes Cumulus Media (CMLS) Perfect Many people have been curious as to why I’m loading up on ra...