Notes on The Success Equation

…great success combines skill with a lot of luck. You can’t get there by relying on either skill or luck alone. You need both. – Michael Mauboussin, The Success Equation Since my notes on The Outsiders: Eight Unconventional CEOs and…

Returns of Outsider CEOs vs the S&P 500, Their Peers, and Jack Welch

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….

RSH 1998-2012 Sales, EBIT, FCF

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…