Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio

Most of you may have noticed that I usually write about small companies. Although I’m vested in United Health, which is the largest company I own, I don’t bother writing my own analysis on them. There are already too many analysts and individual investors writing about the company that I just don’t feel the need.

Here is a round up of this weeks best articles I came across in no particular order Continue reading Recommended Reading - August 8,2008 >>

I assume no one wants to take on additional risk. The word is so often used to describe the market and companies that even a kid (when I was 15) believed that the market was “risky”.But what is risk and how do we reduce it?

Good ideas are hard to come by. There are dry spells as well as an occasional monsoon of ideas. But how does one maintain a steady influx of ideas and knowledge?

Here is a round up of this weeks best articles I came across in no particular order:

I’ve been looking into a company by the name of GeoEye after reading up on the very detailed and well written analysis by Chris Fernandez of Peak Stocks. If you are interested in small caps and don’t believe stock price volatility is a correlated indicator of business performance, then you can read more of his work by going here.

Before you read on, keep in mind that I am in the initial phases of poking around and nothing should be taken as granted. However, I plan to complete my research by August 22. Continue on to find out why.

This weeks reading activity and recommended reads.

Recently, as I continue to analyze my investing habits, I’ve noticed a couple of things I was and was not doing. One aspect that I had always adhered to was to “always invest in businesses that you understand”. Some where along my investing journey, I slowly started to morph the philosophy to a new meaning; “don’t invest in anything unless you know everything”.

Here is why I am wrong.

Before all else, I am in no way endorsing or encouraging what I am about to post. However, if information is available on the net, I don’t see why you can’t take a look at it.

In my recommended reading post on Old School Value, I recommended people to read Ronald R Redfield’s notes on Seth Klarman’s book Margin of Safety - Risk Averse Value Investing Strategies for the Thoughtful Investor.