General Thoughts

42% per year by buying “5-star wide moat” stocks?

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I use two main tools on a daily basis while doing my stock analysis and research: Value Line and Morningstar. Both provide a great long term history of company financial data all in one place, making it very easy to determine if a particular stock is worth investigating further. I use Value Line as more of a magazine to flip through stock tables on a daily basis looking for ideas. I use Morningstar as a way to quickly plug in ticker […]

Superinvestors

Walter Schloss Factors Needed to Make Money in the Stock Market

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The following is a list of investment tenets and principles that Walter Schloss put together in 1994. Schloss is one of my Superinvestors that I model much of my investment philosophy and strategy after. Schloss averaged over 20% per year from 1955-2002 while running his private investment partnership (vs. the market’s 7%). Read more about his ideas on my Walter Schloss resource page. Here are the 16 “Factors Needed to Make Money in the Stock Market”. Notice the simplicity in […]

Joel Greenblatt

Joel Greenblatt Special Situation Investing Notes Part 1

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One of the blogs I read often (CSInvesting.org) recently did a blog post that contained links to some of his notes from a value investing class audited at Columbia. He doesn’t list who the investor is in his notes, as he says he wants his readers to be unbiased as they read through the notes. As I read through the first link that he calls Class Notes-Introduction to Value Investing for Special Situations, it’s clear that the class is being […]

Bruce Berkowitz

Bruce Berkowitz Interview at University of Miami

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I came across an interview that the University of Miami did recently with Bruce Berkowitz of Fairholme Funds. Berkowitz is famous for putting together one of the best records of the last decade in the mutual fund industry, returning about 11% per year since 2000 (with billions of dollars of AUM) vs the market’s 0%. Berkowitz is famous for taking big, concentrated positions, and he isn’t always right, but his big positions are the reason for his dramatic outperformance. He […]

Get Better by Reading

Get Better by Reading-11/30/12 Links

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On my Outlook task list is a recurring task that pops up each weekday that says “Get Better by Reading”. One of my objectives each day is to make a point to read something that will help me improve my investment skill. I try to find practical things to read that are focused on specific ideas, investment methods/strategies, general value investing concepts, or profiles of investors I follow. Occasionally I’ll post links that I find valuable enough to share: Warren […]

General Thoughts

Base Hit Investing Blog

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This is the first post on my blog. I have long been interested in value investing and thanks to the web and the plethora of excellent resources, I’ve been able to learn an incredible amount over the years simply by reading ideas and thoughts from other successful investors. Writing down ideas can be extremely valuable to the learning process, and so I thought I’d begin writing a blog as an extension of my investment journal that I keep on a […]