Standard Chartered’s ($STAN) Salad Oil Moment
Up until the start of this month Standard Chartered ($STAN) was considered a traditional, boring bank. Some went as far as calling it the ultimate retirement stock. It is a commercial bank that helps its clients (almost all in Asia,…
Blind Valuation of a Curious Little Company
Some time ago, I came across an interesting, little company that, I thought, could make a good valuation exercise. I won’t reveal more than what I have posted at GuruFocus for now, so that everyone can give it a go….
Russian TV: CTC Media (CTCM)
For those of you feeling adventurous, I am proposing this Russian stock. There are plenty of risk factors, which is why I will start with them. If you are not deterred, you may consider this an intelligent speculation. But first…
Deliberate Practice #2: Coca-Cola (KO) in 1988
These are my thoughts on Whopper’s Deliberate Practice #2, where we look at Coca-Cola in 1988 – the time when Buffett made his big purchase of over $1 billion. What I found most striking was that all of what Buffett…
Blind Stock Valuation as Deliberate Practice in Investing
With this post at GuruFocus, I am joining the blind valuation movement, hoping to help make it a more common form of deliberate practice for investors. What Geoff Gannon started 1.5 years ago on his blog and what was last…
Why Do I Blog?
At the start of the week Whopper Investments and Jeff at Ragnar Is a Pirate wrote posts on why they blog. They argue that it makes you a better investor, a better writer, and helps you retain information a bit…