Posts Tagged ‘Sandstorm Metals & Energy’
Linkkilista (vko11)
Muutama mielenkiintoinen linkki:
- The Aleph Blog – Buy-and-Hold Can’t Die
- The Aleph Blog – Buy-and-Hold Can’t Die, Redux
- BRK Ticker – History of Berkshire Hathaway: Valtava kokoelma tietoa!
- Bill Ackman’s Full Presentation on Canadian Pacific
- Martin Capital Management – Annual Report 2011
- John Paulson’s Presentation on Why Hartford Financial Should Spin Off Its P&C Business
- Bridgewater – An In-Depth Look at Deleveragings
- Old School Value – Making Decisions Without All The Facts
- MagicDiligence – Strayer Education
- Above Average Odds – Sandstorm Metals & Energy: A Look Under the Hood Part 1
Written by vdell
12/03/2012 at 19:35
Posted in linkkilista, sijoittaminen
Tagged with Berkshire Hathaway, Canadian Pacific, Hartford Financial, osta ja unohda, Sandstorm Metals & Energy, Strayer Education
Linkkilista (vko08)
Kokoelma mielenkiintoisia linkkejä:
- Balestra Capital on Gold and Inflation: Quarterly Commentary
- AAOI – Investment Analysis: Sandstorm Metals & Energy (CVE: SND) – See’s Candies at a Sanborn Maps Price
- Kelpie Capital – Aberdeen International (TSX: AAB) – Own a Piece of Their Experience
- Oddball Stocks – SeaEnergy, lots of cash but no energy business….yet
- Oddball Stocks – A few thoughts on ROIC
- Vitaliy Katsenelson – The Value Trap of Deeply Cyclical Stocks
- Thoughts Of A Private Investor – Gold Fever – still on
- Arvosijoittajan Tie – Keskitetty salkku?
- Analyysi – McPherson´s Ltd.
- Greg Speicher – 115 Profitable Investing Ideas
- Street Capitalist – Assessing a Company’s Management
- FutureBlind – Stakeholder Value & The Dynamic Pie
- Distressed Debt Investing – My Favorite Quote from Baupost’s 2011 Annual Letter
- Can Turtles Fly? – Online Social Networks and the Ascent of Facebook
- Can Turtles Fly? – Baltic Dry Index Approaches Multi-decade Low
- PhoebusBlogi – Vko 08/12: Osinko/Air Liquide/omistaja/BRK
Written by vdell
26/02/2012 at 19:20
Posted in linkkilista, sijoittaminen
Tagged with Aberdeen International, Baltic Dry Index, kulta, ROIC, Sandstorm Metals & Energy, SeaEnergy