The Complete Arbitrage Deskbook (By Stephane Reverre)
Edition 2001 http://astore.amazon.com/zw-20/detail/0071359958
Executive Summary by Tobias M. Dijkstra
Research Notes on Mortgage Insurance
The company has good relations with the public sector. It offers financial guarantee for public finance. RDN is the third largest mortgage insurer in the U.S.
RDN’s CFO states the following:
Here is Part II about Wide Moat investing. This presentation should be considered for Net Nets, Wide Moats and for any DCF analysis. Enjoy!
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And financial literacy project volunteers (Compensation is based on performance.)
Organizational meeting to build up our own non-profit educational organzation
Tuesday, June 1
4:30 - 6 PM
WARREN BUFFETT: Well, big banks made bad bets. And lots of people made bad bets. The American people made a bad bet on housing. I mean, you know, at the peak, housing was worth 22 billion and people thought housing could do nothing but go up. And everybody virtually believed it. I mean, I believed it, you know, people in my block believed it. Rating agencies
Gold is one of the safest investment options available these days, but not many people are jumping on the bandwagon. The reason is simple: we've gotten away from using gold as currency, so people just don't think of gold as real money.
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THE GREENBACK EFFECT
By Warren Buffett
Investors and speculators who piled in BYD is perhaps letting hope take over cool-headed value calculations. A casually look at BYD's financial statements shows that the company is having a hard time with their earnings and cash flow.
As value investors, we are big believers in gathering business insights through reading and listening to audio books. If you use eLibrary and download an audio book, you often find the file with the extension of .odm. For example, we recently downloaded from New York Public Library the audio book of "Snowball: Warren Buffett and the Business of Life". The file comes with an extension of .odm.
What the thesis for buying KFT. Is it just because Buffett bought it? I'm attaching a file here for both KFT and MO
10 yr Valuation
Cash flow statements