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The Stingy News Quarterly (Q3 2001)
The Best Of Stingy Links Stingy Links: The Value View The Evolution Of "Value Investing": From Graham To Buffett (PDF) A substantial paper on the history of value investing. Fine fall reading. The Rediscovered Benjamin Graham: Selected Writings Go to school with Ben and discover what value investing is all about. Where there's smoke: Value funds catch fire using a lot of the same kindling Not surprisingly good old Phillip Morris is very popular with value investors. Check out the stocks that some well known managers are buying. Many Stocks Aren't Worth It Get out your calculators and start on those present value calculations. Stingy Links: A Tweedy Value Annual Graham and Dodd Breakfast Speech A speech that covers many of the reasons why value investing works and why it isn't widely followed on wall street. Investing for Higher After-Tax Returns Watch out for those costs. The tax man can have your cake and eat it too. Great 10-Year Record = Great Future, Right? Don't base you decision to buy on a long record of success. It appears that earnings growth can be a fleeting thing. What Has Worked In Investing A good review of many value oriented strategies. Graham would be proud. 10 Ways To Beat An Index How Tweedy intends to beat the index. Stingy Links: Buffett Bonanza Buffett says 'won't be selling' Any other reaction from the Sage would be entirely unexpected and contrary to his investment style. Buffett's Simple Secret Trying to follow Buffett is easier said than done... Mr. Buffett, your time is up Piffle, I'll stick to my low-cost buy-and-hold approach. Buffett, the tycoon who talks turkey Some Buffett chat on the value of honest management. A rather scarce commodity these days. Buffett warns on standstill Buffett predicts doom for the US economy? Buffett calls magazine report on economic forecast 'silly' Buffett's response to the story of doom. Stingy Links: Acrobatic Accounting Ten things your CFO won't tell you Only a few of the dirty tricks used by today's CFOs. Nortel write-down is tip of iceberg for tech groups Ah, nothing like plundering goodwill. Did anyone really think that buying startups for more than $30 million per employee was a good idea? Earnings aren't everything Over emphasis on earnings can cause managers to make very bad decisions. Sacrificing the future for the present rarely leads to long term success. Stingy Links: The Real Deal An engineer's view of venture capitalists An interesting rant that demonstrates the power of corporate control. Dumb deals 101 A fun review of the consequences of a "this time it's different" philosophy. Stingy Links: Indexing 25 years of indexing A bevy of articles in praise of indexing. Here come the Bogleheads Rumour has it that infamous Bylo can be seen pictured in the print version of this article. Efficient Frontier: Fall 2001 A collection of articles that should knock the confidence out of many smug investors. Buy high, don't sell James Grant rebounds from the destruction of his office at the World Trade Center by issuing a free copy of his expensive newsletter. In this issue readers are treated to Grant's skeptical take on index investing. Questioning the cubes Talk about a dangerous index product. The QQQs aren't for the faint of heart. Stingy Links: Mr. Market Limbo limbo, how low can it go? Markets still have a long way to fall before they get back to normal levels. Be sure to check out the accompanying charts. Our future stock shock: Not so great expectations Scott Burns rehashes Bogle's take on the direction of the stock market. Look out below! Is the Fed "Trigger Happy"? A bearish take on the economy with several swipes at the Europeans. Betting on a tech recovery? These stocks won't deliver Despite the fall, high P/Es are still the norm for tech stocks. Market experts say mow is no time to panic; time to panic comes next Tuesday The forecast calls for a touch of cannibalism on Wednesday. Stingy Links: Fund Fun That boring fund statistic is all about value for money Investors should pay closer attention to fees. It is an easy way to save money. New @ StingyInvestor.com I made an appearance in last weekend's National Post with a few suggestions on what to do with a $10k windfall. http://www.stingyinvestor.com/SI/articles/NP092201.shtml Stingy News Weekly Archive 09/21/01 09/14/01 09/07/01 08/31/01 08/24/01 08/17/01 08/10/01 07/20/01 07/13/01 07/06/01 06/29/01 Bullishly Yours, Norman Rothery ISSN 1499-2787 Refer to legal & conflict of interest disclaimers. | ||||
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