GregSpeicher

100 Ways to Beat the Market: #30: Respect the efficiency of markets.

Greg Speicher — Wed, 22 Feb 2012 21:16:32 +0000

Value investing is seemingly more popular than ever. Books on value investing continue to multiply. Several universities offer programs based on the principles of value investing, and a number of MBA programs send their students on pilgrimages to Omaha to meet with Warren Buffett. These schools produce many trained specialists who find work in various [...]

Links of Interest – February 17, 2012

Greg Speicher — Fri, 17 Feb 2012 14:22:00 +0000

Warren Buffett’s (Modern Day) Margin of Safety Glenn Greenberg’s New Buys: Growth Stocks for Value Investors Watsa sticks to his guns as pessimism proves costly – The Globe and Mail Oracle Is Too Cheap to Ignore Any Longer Loews Chief Tisch Says He Favors Cash, Stock Repurchases Over Acquisitions – Bloomberg Bruce Berkowitz Says Focus [...]

Links of Interest – February 10, 2012

Greg Speicher — Fri, 10 Feb 2012 16:21:26 +0000

Bill Ackman: RIM Too Tisky to Invest In Greenlight Capital 2011 Letter to Investors T2 Partners January Letter to Investors – Big Bounce Back Month Portfolio holdings of legendary investors – DATAROMA – Value investing - Tom Russo update Fink: Investors Should Be 100% in Equities – Bloomberg Coca-Cola: it’s the real thing – FT.com Shares: [...]

Warren Buffett: Why stocks beat gold and bonds

Greg Speicher — Thu, 09 Feb 2012 16:30:16 +0000

(CNN Money) In an adaptation from his upcoming shareholder letter, the Oracle of Omaha explains why equities almost always beat the alternatives over time. At Berkshire Hathaway (BRKA) we take a more demanding approach, defining investing as the transfer to others of purchasing power now with the reasoned expectation of receiving more purchasing power — after taxes [...]

100 Ways to Beat the Market: #29: Double down on process.

Greg Speicher — Wed, 08 Feb 2012 15:30:22 +0000

One of human beings’ quirks is that we are attracted to action. We want something to always be going on. My kids will come to me and say, “I’m bored.” It is not a state they like, and they want me to fix it by conjuring up some exciting activity on the spot. Thinking about [...]

Re-issue!

Greg Speicher — Mon, 06 Feb 2012 13:48:36 +0000

A good deal of what I write about deals with investing principles, which by their nature are not dated. Here’s a couple past blogs on Glenn Greenberg – one of the best investors out there – that are worth reading, if you missed them, and worth a second look, if you’ve already read them. Glenn [...]

Links of Interest – February 3, 2012

Greg Speicher — Fri, 03 Feb 2012 14:46:35 +0000

David Dreman: Cheapest Stock Market in 30 Years | ValueWalk.com Wells Fargo: The Bank That Works – Forbes 13 Cheap US Stocks Insiders Bought Recently Mason Hawkins on His Favorite Investments for the Next Few Years RISE IN MULTI-FAMILY HOUSEHOLDS A REMINDER THAT YOUNGSTERS CAN’T WAIT TO MOVE OUT–AND EVENTUALLY WILL Why Facebook Clearly Belongs [...]

New eBook: 115 Profitable Investing Ideas

Greg Speicher — Tue, 31 Jan 2012 19:49:58 +0000

My new eBook comprises a collection of ideas culled from the last two and one-half years of my investing blogs here at GregSpeicher.com. These ideas have helped me to become a better investor, and I believe they will help you too. Read them, study them, and let them inform your investing philosophy and process. And [...]

Donald Yacktman on WealthTrack

Greg Speicher — Sat, 28 Jan 2012 17:00:26 +0000

Donald Yacktman on WealthTrack

Links of Interest – January 27, 2012

Greg Speicher — Fri, 27 Jan 2012 14:02:40 +0000

David Einhorn’s Greenlight Capital Q4 2011 Letter: Covered First Solar, Bought Dell ~ market folly Bob Rodriguez’s FPA Funds Adds to Two Holdings after Significant Price Drops Combs Hands Gains to Buffett by Raising Bets When Picks Slip – Bloomberg FPA Crescent Fund Conference Call Advertising spending online expected to surpass print this year – [...]