Comments on: About http://www.blogvesting.com Personal value investing Mon, 07 May 2012 08:35:53 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Andrew http://www.blogvesting.com/about-2/comment-page-1/#comment-6474 Andrew Sat, 18 Jun 2011 23:39:29 +0000 http://blogvesting.com/about/#comment-6474 I'm moving the other way, getting into smaller businesses after only investing in large cap up until now. I'm finding being a small fry can definitely have it's advantages when looking for opportunities. I do agree with John Hempton, Jeremy Grantham and a host of others who think some of the large high quality names are the best long-term values available today for a long-term investor, but I'm trying to expand my search. I certainly don't put too much weight on macro considerations, but as an economist I can't help indulge in reading about overall market valuations and they seem high on a historical and/or risk-adjusted basis. (Q ratio, Normalized Shiller P/E, MKT CAP/GDP, etc.) I'm very long-term orientied because I'm banking on having the benefit of many years of saving ahead of me and I like seeing markets falling rather than rising. I stay true to the Buffettism of "own it forever" to the literal limit with some investments. I don't care what happens with Ross Stores or Heineken, I've owned them a long-time and I will own them forever. (which is actuarily 50.3 more years for me) What I really wanted to ask you is if you have an opinion on or have ever looked at MCF, TA, JOEZ or maybe BBT?? I think you have a very, very good blog here and I'm now going back through your past posts wishing I had found it sooner. I'm also an amateur value investor, and planning to go professional by starting an RIA here in San Francisco, California. I just finished grad school into an abysmal labor market and figure I can't do worse by opening my own small shop. I see low opportunitiy cost in time forgone in a corporate job in an industry going through serious identity problems and rightfully so. I see an extreme learning curve I'm half-way up, minimal initial capital investment and I can always go get a job with the herd if I fail after a while. I also have a part-time job that I plan to maintain to pay my bills, very Dhando wouldn't you say? Anyway, your blog has given me some much needed new input and motivation to continue with my independently minded, contrarian philosophy. I can relate to a lot of what you have expressed and some of your ideas seem very, very legitimate. I'm also going through the motions of deciding whether I have a reasonable chance of being a successful short seller. Thanks for giving me something new to read today and for future Saturday afternoons. Andrew I’m moving the other way, getting into smaller businesses after only investing in large cap up until now. I’m finding being a small fry can definitely have it’s advantages when looking for opportunities. I do agree with John Hempton, Jeremy Grantham and a host of others who think some of the large high quality names are the best long-term values available today for a long-term investor, but I’m trying to expand my search. I certainly don’t put too much weight on macro considerations, but as an economist I can’t help indulge in reading about overall market valuations and they seem high on a historical and/or risk-adjusted basis. (Q ratio, Normalized Shiller P/E, MKT CAP/GDP, etc.) I’m very long-term orientied because I’m banking on having the benefit of many years of saving ahead of me and I like seeing markets falling rather than rising. I stay true to the Buffettism of “own it forever” to the literal limit with some investments. I don’t care what happens with Ross Stores or Heineken, I’ve owned them a long-time and I will own them forever. (which is actuarily 50.3 more years for me)

What I really wanted to ask you is if you have an opinion on or have ever looked at MCF, TA, JOEZ or maybe BBT??

I think you have a very, very good blog here and I’m now going back through your past posts wishing I had found it sooner. I’m also an amateur value investor, and planning to go professional by starting an RIA here in San Francisco, California. I just finished grad school into an abysmal labor market and figure I can’t do worse by opening my own small shop. I see low opportunitiy cost in time forgone in a corporate job in an industry going through serious identity problems and rightfully so. I see an extreme learning curve I’m half-way up, minimal initial capital investment and I can always go get a job with the herd if I fail after a while. I also have a part-time job that I plan to maintain to pay my bills, very Dhando wouldn’t you say? Anyway, your blog has given me some much needed new input and motivation to continue with my independently minded, contrarian philosophy. I can relate to a lot of what you have expressed and some of your ideas seem very, very legitimate. I’m also going through the motions of deciding whether I have a reasonable chance of being a successful short seller. Thanks for giving me something new to read today and for future Saturday afternoons.

Andrew

]]> By: mouadh http://www.blogvesting.com/about-2/comment-page-1/#comment-2875 mouadh Wed, 09 Mar 2011 10:26:14 +0000 http://blogvesting.com/about/#comment-2875 hi, I really like your analyst, that's inspire and give more skill. Tx. Reader from french. hi,

I really like your analyst, that’s inspire and give more skill. Tx.

Reader from french.

]]> By: Parker Bohn http://www.blogvesting.com/about-2/comment-page-1/#comment-5 Parker Bohn Sat, 27 Sep 2008 05:57:48 +0000 http://blogvesting.com/about/#comment-5 Your blog is interesting. I especially note that, out of only about 20 positions I own, we have overlap. I own MKTAY, which appears to have the rare value of being both cheap and fairly non-risky. Like you, I also owned TX, which I sold in the low 30's. And DELL is on my IRA buy list, if the stock price can manage to stay low until 2009. I would be interested to see if you think FRD, HNP, or AIRT look interesting. Your blog is interesting. I especially note that, out of only about 20 positions I own, we have overlap. I own MKTAY, which appears to have the rare value of being both cheap and fairly non-risky. Like you, I also owned TX, which I sold in the low 30′s. And DELL is on my IRA buy list, if the stock price can manage to stay low until 2009. I would be interested to see if you think FRD, HNP, or AIRT look interesting.

]]> By: Brandon R http://www.blogvesting.com/about-2/comment-page-1/#comment-4 Brandon R Fri, 22 Aug 2008 05:41:20 +0000 http://blogvesting.com/about/#comment-4 Love your blog. Just discovered it about 20min ago, read a few of your articles. I'm not a neuroscientist but your stock picks, ideas, and rationales are very similar to the conclusions I come to. I enjoy having my, in my opinion, well thought out stock picks being reinforced. Unfortunately until now I have been unable to find a place to give me a nice overview of some of my picks. Thanks, and keep up the good work. Love your blog. Just discovered it about 20min ago, read a few of your articles. I’m not a neuroscientist but your stock picks, ideas, and rationales are very similar to the conclusions I come to.

I enjoy having my, in my opinion, well thought out stock picks being reinforced. Unfortunately until now I have been unable to find a place to give me a nice overview of some of my picks.

Thanks, and keep up the good work.

]]> By: Jenny Lewis http://www.blogvesting.com/about-2/comment-page-1/#comment-2 Jenny Lewis Fri, 01 Aug 2008 12:05:31 +0000 http://blogvesting.com/about/#comment-2 Hi, There's something I'd like to disscuss about your blog, E-mail me when you have a free minute. Jenny Hi,
There’s something I’d like to disscuss about your blog,
E-mail me when you have a free minute.
Jenny

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