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,…

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…

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…

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…