An otherwise uneventful, down year but one bearing REAL change.
Some of the more traditional ways of investing for both capital preservation and compounding purposes, such as purchasing a local family business or buying into a far larger enterprise by way of a public stock exchange to provide a continuous stream of income for years or even decades to come, have unfortunately — to the detriment of investors everywhere — not been perpetuated to quite the same extent as some of the more fabled stories presented below.
As contributed to Canadian MoneySaver Magazine (requires subscription)
My mainly un-edited interview (they did cut out one swear word) with GuruFocus: http://goo.gl/LnE6U4
Cover valuation, companies owned, biggest mistakes, and investing in general.
That time of year again, recounting the hits, misses, and complete whiffs (there were more of these than i care for) of the past year.
Via Graham Theodor & Co. goo.gl/OXUgoX
Interested in bank investing? Learn some of the fundamental basics by taking A Look At Ally’s Loan Book:
Via Seeking Alpha
Electronic racks that hold servers, outlet strips, transformers… if you are still with me, then I commend you for not drifting off to sleep. Hammond (TSX: HMM.A) is a Guelph, Ontario-based electrical component manufacturer, wholesaler and distributor directly to original equipment manufacturers (OEM’s).
As contributed to Equities.com: https://goo.gl/9EV5fe
Here ye’ here ye’ proud to announce i am now officially a Fool (Contributor/Analyst for
@themotleyfool) But some already knew that;)
Tis’ the first in a five part series on Welltower, Inc. – the largest public healthcare REIT and the second largest in the US overall: http://goo.gl/qhw65P
“Client focused for more than 40 years” is the tag line one reads upon visiting Manning & Napier’s (NYSE:MN) “about us” page. Given that the average lifespan of an investment manager is roughly 4.5 years, they must be doing at least something right.
As contributed to Seeking Alpha: http://seekingalpha.com/article/3955716-manning-and-napier-boutique-book-value
Simply wanted to share a resource that i have found invaluable and endlessly enjoyable – the aptly titled “largest collection of value investing articles and documents on the web”.
Available papers range from Ben Graham’s works to Walter Schloss’s articles to Warren’s fabled partnership letters. If you want to become a better allocator of capital or just catch up on some timeless classics, this isn’t a bad place to start: