I haven’t done book reviews on this blog and this is not one either. However, I finally read The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and I would like to share my short notes here….
Weight Watchers (WTW) has attracted a lot of attention in the past 6 months. Here is why: The stock price has declined from the $45 range to the $37 range, to $30, to $20. And, if you look further back,…
Unscheduled maintenance: Apologies to those of you who tried to access StudentOfValue.com in the past week and failed. Last Friday, there was some unscheduled downtime due to issues with Amazon’s cloud, where this blog was hosted. Coupled with other issues…
“I find value investing to be a stimulating, intellectually challenging, ever changing, and financially rewarding discipline.” – Seth Klarman I made my first investment on March 19, 2009 – 200 WFC common shares @$16.73. Having read the Intelligent Investor and…
In my last post, I decided to implement Value and Opportunity’s idea of tracking stocks that I have sold or passed on as a great way of calibrating my investment process. Here are the results. It has been a little…
Recently, I read a post at the wholesome Value and Opportunity blog titled Sold, Rejected but not Forgotten. The author takes a look at what he calls second and third level mistakes, i.e., stocks that outperform after you sold and…
How about a post-bankruptcy, spin-off monopoly today? I came across Babcock & Wilcox (BWC) in this free issue of Grant’s Interest Rate Observer that has been making the rounds on Twitter (my handle is @DGenchev). The story of a naval…
This is a bit off-topic, but I recently moved my blog to Amazon’s cloud. The post will be one part about web hosting and one part why Amazon (AMZN) keeps amazing me. Before, this site was hosted on my home…
As I already confessed in my 15 Value Investing Blogs Worth Your While post, my favorite blogger is Geoff Gannon and he is back with advice and daily practice cases. He insists that if you focus, for no less than…
I just picked up the Pershing Square Value and Philanthropy Challenge (held on April 24, 2013) where I left off months ago. It’s not the only catching up I have to do, but here is why I am sharing this…