Sublime
An inspiration engine for ideas
1½ times net asset value. Price no more than 15 times average earnings of the past three years. We make no predictions
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
company is a Johnny-One-Note, relying on one customer (or a handful) for most of its revenues.
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
Sit still: Patience—measured not just in years but in decades—is an investor’s single most powerful weapon. Witness Rosenfield’s fortitude: In 1990, right after he bought Freddie Mac, the stock dropped 27%—and Grinnell’s total endowment shriveled by a third. And although Sequoia crushed the S&P 500 cumulatively from 1979 to 1998, the fund under
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Bryan Lawrence: How to beat the market using concentrated value investing
youtu.beC Current Quarterly Earnings and Sales: The Higher, the Better A Annual Earnings Increases: Look for Significant Growth N New Products, New Management, New Highs: Buying at the Right Time S Supply and Demand: Shares Outstanding Plus Big Volume Demand L Leader or Laggard: Which Is Your Stock? I Institutional Sponsorship: Follow the Leaders M Market
... See moreWilliam J. O'Neil • How to Make Money in Stocks: A Winning System in Good Times and Bad, Fourth Edition
But it compelled me to watch Jefferies more closely, a company whose namesake and origin, unlike Morgan Stanley, had a pretty non illustrious past (for starters, I had never worked at an established firm that had only one name).
Robert Lessin • Lessin's Lessons
bill oneil
@billoneil
THE COMPLETE FINANCIAL PICTURE
Erik Banks • Finance: The Basics
WARREN BUFFETT Founder and CEO, Berkshire Hathaway