“I think one can invest successfully with just a few techniques and simple principles. The main point is to have the right general principles and the character to stick to them.”
- Benjamin Graham
How To Think About Stock Market Prices
How To Think About Stock Market Prices and why the market is there to serve us, rather than guide us as investors. As presented at the 2012 Small Cap Conference on April 10, 2012:
ABC’s of Sound Investing
How to begin developing a sound underlying investment philosophy and rational framework for capital allocation. As presented at the 2012 World MoneyShow on March 28, 2012:
Case Study: Liquidation Value
A simple case study of liquidation value and how it is arrived at, as presented at the Vancouver Value Investors Club
Graham Theodor & Co. Annual Letter To Partners 2011
Just released the annual letter to partners for the past year, which i have tried to make as educational as possible for both investors and students of business alike.
Have a read and let me know your thoughts:
http://grahamtheodor.com/Graham%20Theodor%20Co.%20Annual%20Letter%20To%20Partners%202011.html
The Analysis & Selection of Equity Bonds
As presented at the Stocks 2011 Conference on Oct. 31, 2011.
Brazil Fast Food Corp. Investment Thesis
“Analysis Connotes the careful study of available facts with the attempt to draw conclusions therefrom based on established principles and sound logic.” - Benjamin Graham
With Benjamin Graham’s wise words in mind, we begin with a descriptive analysis of the company.
Retail Holdings N.V. A Closer Look
Full essay and thoughts on Retail Holdings N.V. via GuruFocus:
http://www.gurufocus.com/news/140903/retail-holdings-nv-a-closer-look
