Browsing All posts tagged under »Benjamin Graham«

Tweedy, Browne 1Q11 Investor Letter

May 22, 2011

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As I’ve written before, one good way of finding good investment ideas is to plagiarise those of others.  My attention was brought to recent investment Expedia via Glenview Capital and before that to SINA by Eric Jackson.  My attention has recently been caught by the 1Q11 investor letter published by Tweedy, Browne, Inc, which I […]

My Equity Investing Philosophy

January 14, 2011

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The following five factors (in no particular order), are the key criteria on which I consider potential investments for my equity portfolio: 1. High and stable cash flow generation. I want to invest in companies that are free cash flow positive (calculated as cash from operations less normalised capital expenditures), usually where the free cash […]

The Case for Archer Daniels Midland

November 17, 2010

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A recent post applied the quantitative principals used by Benjamin Graham to the US in order to seek-out large-capitalisation companies that may present attractive investment opportunities.  One of the companies that came-up was Archer Daniels Midland (“ADM”), a food-processing business that earned revenue and net income of $61.6bn and $1.9bn in FY10 and a market-capitalisation […]

Ben Graham’s Value Stock Screen

August 20, 2010

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As previously mentioned on this blog, one of the purposes of this site is to build and run stock screens, before discussing their outputs in order to generate some potential investment ideas. This value-driven screen that we will use today is based upon the work of pioneering investor Benjamin Graham, who earned an annual return […]