The Investment Garden

Sunday, February 21, 2016

Century Management - Arnold van den Berg

http://centman.com/

Mutal Funds:
http://cmadvisorsfunds.com/
Posted by Tka at 12:26 PM
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Labels: Funds, USA

Tuesday, February 16, 2016

The Best Stock Ever - Balchem Corp

Jason Zweig writes about the best stock over the last 30 years
http://www.jasonzweig.com/the-best-stock-over-the-last-30-years-youve-never-heard-of-it/
Posted by Tka at 10:10 AM
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Labels: BCPC, superstocks

Asset Allocation - 100% Stocks

NYT Article with the opinion to allocate 100% in stocks (for USA persons)
http://www.nytimes.com/2016/02/13/your-money/how-much-of-your-nest-egg-to-put-into-stocks-all-of-it.html
Posted by Tka at 9:40 AM
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Labels: asset allocation

Friday, February 12, 2016

Morgan Housel on Long Term Investing

http://www.fool.com/investing/general/2016/02/09/the-agony-of-high-returns.aspx
Posted by Tka at 10:46 AM
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Labels: BIIB, MNST, Morgan Housel

Thursday, February 11, 2016

Norway Oil Fund starts to pay out

http://www.bloomberg.com/news/articles/2015-10-06/norway-budget-proposes-boosting-oil-spending-by-14-nrk-says
Posted by Tka at 2:18 PM
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Labels: Funds, Norway

Monday, February 8, 2016

Norway - Funds Interview with Yngve Slyngstad

Norwegischer Staatsfonds Hier spricht der größte Aktionär der Welt: 
Interview with fund manager in FAZ.

http://www.faz.net/aktuell/finanzen/fonds-mehr/interview-mit-yngve-slyngstad-hier-spricht-der-groesste-aktionaer-der-welt-14056136.html?printPagedArticle=true#pageIndex_2

Link to the Norges Fund:
http://www.nbim.no/
Posted by Tka at 1:07 PM
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Labels: Funds, interview, long-term, Norway

Thursday, February 4, 2016

Dorfman Article on Value and Momentum

Stocks mentioned:
Sanderson Farm SAFM
Pilgrim's Pride PPC
Graco GGG
Ennis EBF
First Solar FSLR

http://dorfmanvalue.com/our-columns/
Posted by Tka at 12:24 PM
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Labels: Funds, Investment strategy

Ships

topic: shipping, freight rates
http://value-shares.de/2016/02/03/vesselsvalue-com-marktbericht-zu-bulkern/
Posted by Tka at 12:20 PM
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Labels: Analysis, Blog, shipping

Graham and Doddsville Winter 2016 Issue

Start page:
http://www.grahamanddoddsville.net/wordpress/

Winter 2016 Issue:

http://www.grahamanddoddsville.net/wordpress/?p=1852&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+grahamanddoddsville+%28Graham+And+Doddsville%29


Craig Effron Scoggin Capital Management
Ideas: Risk management,

Jeff Gramm Bandera Partners
13D-letters, quick filter

Posted by Tka at 12:18 PM
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Labels: Blog, letter, university, value investment
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      • Century Management - Arnold van den Berg
      • The Best Stock Ever - Balchem Corp
      • Asset Allocation - 100% Stocks
      • Morgan Housel on Long Term Investing
      • Norway Oil Fund starts to pay out
      • Norway - Funds Interview with Yngve Slyngstad
      • Dorfman Article on Value and Momentum
      • Ships
      • Graham and Doddsville Winter 2016 Issue
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