Quick Annoucement and 5 Great Links to Read


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Jae Jun

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It’s been quiet for me at Old School Value over the past few months.

But it’s because I’ve been excitedly pounding away at a massive project for my wife who has an entrepreneurial spirit that I can’t tame.

Long story short, I just spent the past 3 months working on getting her new online store up and running.

And with the store now complete, I can get back into the groove of writing for old school value and analyzing stocks.

If you’re looking for something to gift your loved one to earn some brownie points (who doesn’t need an endless supply of brownie points?) then check out the store at Soulful Ceramics.

Quality handcrafted ceramics.

Links You Should Read

Now, let’s get back to the show.

Here are some links you can enjoy in the next few days.

The Rediscovered Benjamin Graham

The site gives you 10 unaltered lectures by Graham.

They are from the series Current Problems in Security Analysis that Graham presented at the New York Institute of Finance from September 1946 to February 1947.

Here’s a cleaned up version in book form.

A Look at the Benjamin Graham Approach

An article from 1996 that I reference quite often.

Talks about the Ben Graham method of investing.

I miss in-depth articles like this from way back.

Detailed Look at Inventory Analysis

Remember Crazy Eddie?

Sam E. Antar, former CFO of Crazy Eddie lays out a very detailed analysis of inventory.

Huge chunks of meat to bite off from this.

How to Apply the Graham Number Properly

OSV article from this week.

Going through the details of the Graham Formula as well as the Graham number which I haven’t written about previously.

Which one do I like better?

Read it to find out 🙂

Pershing Square Q2 Letter

Fund was up 25% at the end of Q2.

It should be higher now with the way HLF has fallen (I’m long).

Ackman concedes that his HLF presentation was overhyped and he is forward about that.

He always does a good job of discussing his other positions.

Gotta respect the man for being fearless.

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