´´ November 2012

Friday, November 30, 2012

Benjamin Graham - Investments on the Balance Sheet

Some people claim, that investmentportfolios (found under investments and other assets on the balance sheet) in  Japan are full of crap and should be ignored completely. I have to disagree vigorously and so would Benjamin Graham. They should be carefully scrutinised, as some of them are incredibly valuable and full of gems.

Thursday, November 29, 2012

Mr.Maket you must be kidding me

Because Ryoyo missed its profit target and revised its outlook you are selling off the stock by almost 4% at this levels?

There hasn't been any earning power in this stock quite some time now and very likely there won't be any in the (near) future.

Granted. One has to wonder why profit warning was announced beforehand for the miss in Q2 and not this time.

I've got a hunch.

Wednesday, November 28, 2012

Benjamin Grahm - Should Rich Corporations Return Stockholders' Cash?

This post is part of a series, where I compare Benjamin Grahams insightful analyis of the great depression on corporate America, with the effects of the "lost two decades" on corporate Japan.

Monday, November 26, 2012

Benjamin Graham - Inflated Treasuries and Deflated Stocks

I love old writings, which show staggering parallels to todays situation. This is true on a political sphere, like George Orwells 1984 (very scary though) and the stock market sphere, with the writings of Benjamin Graham ( much more exhilarating).

Saturday, November 24, 2012

Graham and Dodd on low priced stocks and volume

This post is a series on Graham and Dodd's wisdom applied to Japan.

Wednesday, November 7, 2012

About japanese net-nets - Q&A

 Japan has to offer an abundant quantity of Net- Net Stocks. What is a Net- Net Stock and why so many can be found in Japan? This post is giving some answers.