Diversification: Old School Buffett Style

February 6, 2008 | Read Now

Do you diversify? Diversification must be one of money managements most important concept. When you speak to just a regular financial advisor they will probably mention that you haven’t diversified enough. Have you diversified lately?

Low Risk = High Return??

February 3, 2008 | Read Now

Doesn’t sound right does it? And it’s not what Wall Street tells you either. If Wall Street is conventional, the Old School way is anything but conventional. High risk is considered to produce high returns. You are subject to those unpredictable variables which give you the “lose it” or “win it big” factor.

Buffett, Investing & Baseball

February 2, 2008 | Read Now

What do all these things have in common? Buffett and investing definitely go together, but how does baseball fit in? Buffett, a fan of baseball, regularly uses baseball analogies to compare his investment methods. In the investment world, where Mr Market is the pitcher, Buffett is one of the best batters in the world. As always, Buffett is kind enough to share his techniques and strategy to all those that listen. Marks of a truly great sportsman.

Are You A Speculator or Investor?

January 29, 2008 | Read Now

A lot of people have the notion that putting down a sum of money in a 3-4 letter ticker is an investment. They straighten their back, pull their shoulders back, chin up and proudly announce that they are “investors”. Funny how these people only go as far as to say “the market is crazy isn’t it?”, and are usually the ones that buy and sell the most. They consider long term to be 1 or at most 3 months.

Apple (AAPL) Valuation – Part 2

January 28, 2008 | Read Now

So a lot of people have been complaining that I was too conservative with my first valuation of AAPL. I assumed that AAPL would grow at 14.3% for the first 3 years, slowed down 10% in yrs 4-7 and further slowed down 10% in yrs 8-10 until the company slowed down to a steady 5% from yrs 10-20.

Old School Value vs Wall Street

January 27, 2008 | Read Now

In response to my post on the valuation of AAPL, an opinionated user posted this reply on Google finance and so I responded. I don’t mind attacks if it is intelligent and knowledgeable, but if it is based on blind irrationality with no facts or logic other than sheep talk, then I will be hell bent on having lamb chops for breakfast.

Apple (AAPL) Valuation

| Read Now

As you probably know Apple is a leader in consumer electronics. If you’ve never heard of the iPod, it’s time to crawl out of the cave you’ve been living in.

How to Think like Benjamin Graham and Invest Like Warren Buffett