Fat Pitch Financials (Free subscription) | 29/07/2008
The 99th edition of the Festival of Stocks is hosted this week at Gannon On Investing. That’s right, one of my favorite value investing bloggers, Geoff Gannon, is once again actively writing on his blog. He did a great job with this week’s Festival, so be sure to check it out. I’m actually participating in Geoff’s new Security Analysis [...]
Controlled Greed (Free subscription) | 28/07/2008
The latest edition of the Festival of Stocks is being hosted this week by Geoff Gannon of Gannon On Investing. Geoff tells me he's including my post from last week linking Jim Grant's Wall Street Journal piece on the absence...
Value Investing News - Comments (Free subscription) | 30/07/2008
Love the post Gannon! I was especially intrigued by the arbitrage idea. If one can make 20% annually by being and arbitrageur that would be pretty cool.. The only issue with that is that you won't be able to compund your profits over time since the size of the deals which you take from a value approach could fluctuate greatly over time..
Controlled Greed (Free subscription) | 22/07/2008
I participated in the Blogger Roundtable hosted by Geoff Gannon of Gannon On Investing. Geoff interviewed four of his favorite bloggers simultaneously via email. They include Jon of Cheap Stocks, George of Fat Pitch Financials, Bill Rempel and yours truly....
Seeking Alpha (Free subscription) | 21/07/2008
Geoff Gannon submits: Note: My continuing weekly commentary on Benjamin Graham’s 'Security Analysis' is being bumped for this roundtable; the commentary will appear here tomorrow morning. Sorry for the inconvenience. This is a new format for Gannon On Investing – a pseudo-roundtable, where the same questions were posed to different bloggers simultaneously (via email). In this...
Contrarian Value Investing (Free subscription) | 02/08/2008
Had one of the best weeks of the year as my contrarian magic portfolio was up 5.94% for the week. This was mainly due to earnings surprise by BBSI that caused the stock to soar about 40%. Below are the top 5 value investing stories for the week ended 8/1/08. On Ben Graham and Bank Stocks- Geoff Gannon writes a post on Ben Graham and Bank Stocks in response to Jason Zweig’s most recent...
GuruFocus Updates (Free subscription) | 31/07/2008
Geoff Gannon column: I wrote a response to Jason Zweigâ??s column on Ben Graham and bank stocks. Now, Tom Brown of Bankstocks.com has done the same. I have to admit, Tomâ??s article is better than mine. Both take Zweig to task for his explanation of why Ben Graham wouldnâ??t be a buyer of bank stocks today. However, Tomâ??s post does a better job of presenting the opportunities and challenges...
Seeking Alpha (Free subscription) | 30/07/2008
Geoff Gannon submits: I wrote a response to Jason Zweig’s column on Ben Graham and bank stocks. Now, Tom Brown of Bankstocks.com has done the same. I have to admit, Tom’s article is better than mine . Both take Zweig to task for his explanation of why Ben Graham wouldn’t be a buyer of bank stocks today. However, Tom’s post does a better job of presenting the opportunities and challenges...
Seeking Alpha (Free subscription) | 27/07/2008
Geoff Gannon submits: Geoff Gannon Complete Story »
Seeking Alpha (Free subscription) | 28/07/2008
Geoff Gannon submits: The introduction to Security Analysis is a treasure trove of Grahamian thought. It is impossible to fully plumb the depths of this Grahamian gold mine in a single post. Therefore, I have separated my comments into two posts. This post explores the opening paragraph of the introduction with special attention to Graham’s style. We should begin with the most general...
Seeking Alpha (Free subscription) | 28/07/2008
Geoff Gannon submits: Jason Zweig writes the Intelligent Investor column for The Wall Street Journal . I’m sorry to say this week’s column is especially unintelligent. When asked whether Graham would be buying financial stocks today, Zweig says no, and gives the following reason: Complete Story »
Gannon On Investing (Free subscription) | 26/07/2008
Review by Geoff Gannon Yesterday, I scampered off (virtually) to Amazon.com, found Don Keough's new book , and clicked the “ Buy Now ” button. Through the sorcery of modern book selling – one minute, nine dollars and ninety-nine cents later – Don Keough’s words were in my hands. I froze. Seeing the big, bold print of that title page on my Kindle, I froze. Here was a business book by...
Seeking Alpha (Free subscription) | 22/07/2008
Geoff Gannon submits: There are two recent pieces on morality and credit worth reading. One is written by David Brooks ; the other by Jim Grant . Brook's piece is good; Grant’s is better. Brooks takes the matter as far as he can. He sees the importance of the everyday examples that constitute a culture; but fails to see the overwhelming importance of incentives – incentives that have...
Seeking Alpha (Free subscription) | 22/07/2008
Geoff Gannon submits: Jeff Annello, author of Circle of Competence , is a young and learning investor not yet out of college. He derives his investing framework from Superinvestors ranging from Ben Graham and John Maynard Keynes to Joel Greenblatt and Eddie Lampert. Jeff believes the most effective approach to investing is that of a business owner and entrepreneur looking for misunderstood...
Fat Pitch Financials (Free subscription) | 21/07/2008
... look at this week’s Festival of Stock participants. Here are this week’s stock related blog posts: Gannon On Investing presents Blogger Roundtable: July 2008 . Geoff Gannon interviews four bloggers, including myself, on current market conditions. It is very interesting to compare how different investment bloggers react to the same question. Dividend Money presents Colgate Washes...
