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August 2007



I Have Read A Most Remarkable Book

August 06, 2007 – Comments (4)

Some times you happen on something wonderful by accident. I had gone to the library looking for some investing books, but only found one of the ones I wanted. As I was looking at other books in the same call number area, a book caught my eye.  [more]



So When Do We Go Panning For Gold Among The Financials?

August 01, 2007 – Comments (3)

The melt down in the financials sector caused the by the sub-prime problem is now well underway. I've seen drops of 5-20% in stocks hit the hardest. Now as a value investor, this is starting to look like an opportunity. If only the genuinely damaged companies were going down, then there would be no opportunity here. But it looks like the entire financials sector is getting hammered, and there are some great companies in there that do not deserve this much punishment.  [more]

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