Money and Finance
Summary of recents posts and pieces of interest, sometimes enduring, to investors:
- The Outsiders: The Book The Activists Are Reading
Link to article: The Outsiders: The Book the Activists Are ReadingIf activist investors seem like they are all using the same playbook, it may be because many are at least reading the same book. “The Outsiders: Eight Unconventional CEOs and Their...
- High Yield Reads - 7/13/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Josh Peters on dividend and buyback debate: the record for buybacks was set in 2007 near previous market highs, then when prices improved companies were concerned with...
- High Yield Reads - 5/10/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Bill Mann of Motley Fool Funds - Wandering Fools: Arabian Gulf - on UAE, Dubai, Oman and more. "The United Arab Emirates and Qatar rank just below Japan and above South...
- High Yield Reads - 4/26/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Josh Peters "Time to Tighten Portfolio Standards" - great reminder that even though its slim pickings on good things to buy to not cave in on quality. Only invest in companies...
- High Yield Reads - 4/5/14
Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: Base Hit Investor on Markel - as you might guess from the title, I am main interested in dividend stocks, but there are one or two exceptions, Berkshire comes...
Money and Finance
High Yield Reads - 4/19/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors:
- Financial Matters - great list by A Wealth of Common Sense of what does and does not matter to investors
- A Dozen Things I've Learned from Bill Gates by Tren Griffin. Great list, especially "Intellectual property has the shelf life of a banana.”
- Charting a Tasty Future for Post - not a dividend payer, but William Stiritz' history is well told in the excellent book The Outsiders. The CEOs in The Outsiders are not big on paying dividends, they are more around growing free cash flow. Stiritz delivered returns of 20% over 19 years at Ralston Purina with many deals. He has running the same playbook, it appears, at Post Holdings, most recently with a $2.5B acquisition of Michael's Foods.
- David Herro says Emerging Markets are Still Overpriced. He cites a systematic overvaluation where countries look cheap on a P/E basis, say a P/E of 10 for Brazil, but then when you look at the more successful companies within those countries that you would want to own they are priced very high, Brazil's drugstore chain, Raia Drogasil, has a P/E of 30.
- The Outsiders: The Book The Activists Are Reading
Link to article: The Outsiders: The Book the Activists Are ReadingIf activist investors seem like they are all using the same playbook, it may be because many are at least reading the same book. “The Outsiders: Eight Unconventional CEOs and Their...
- High Yield Reads - 7/13/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Josh Peters on dividend and buyback debate: the record for buybacks was set in 2007 near previous market highs, then when prices improved companies were concerned with...
- High Yield Reads - 5/10/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Bill Mann of Motley Fool Funds - Wandering Fools: Arabian Gulf - on UAE, Dubai, Oman and more. "The United Arab Emirates and Qatar rank just below Japan and above South...
- High Yield Reads - 4/26/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Josh Peters "Time to Tighten Portfolio Standards" - great reminder that even though its slim pickings on good things to buy to not cave in on quality. Only invest in companies...
- High Yield Reads - 4/5/14
Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: Base Hit Investor on Markel - as you might guess from the title, I am main interested in dividend stocks, but there are one or two exceptions, Berkshire comes...