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Value Discipline Investor valuediscipline.blogspot.com/

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All-time Return -37.62% (in over 2 years)	Risk (SD) Aggressive 0.00%	Sharpe Ratio -30.27
Followers 4	Winning Picks 1 of 5	Total Views 4715

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The Developing Compensation Philosophy of the Treasury Department 06/11/09 — Here is a link to Gene Sperling's opening statement: http://www.treas.gov/press/releases/tg166.htm#_ftnref3There are some very interesting quotes that help to frame Treasury's philosophy re systematic risk and executive compensation in this statement.Compensation structures that permitted key executi...

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GM Executive Compensation-Government is Not Going Away 06/11/09 — <font>Corporate governance is a topic that many of us tend to ignore, leaving it to the institutions or corporate raiders that </font><font>are looking to influence the strategic direction, the capital allocation, the corporate structures or the compensation structures of business.</font>...

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A Report from Today's Citigroup Meeting re Governance 04/21/09 — Corporate governance has always been an important part of value investing. Obviously, most of us hate waste when precious company resources are squandered to build executive dreams rather than shareholder capital. Misallocation of capital and failure to optimize returns on capital have led me at time...

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NCR versus Diebold 04/20/09 — Courtesy of Seeking Alpha, I have been privileged to have been introduced to an exciting new research product called Gridstone Research. Gridstone is a new research platform that combines financial data, operational data, and unstructured textual information about a company into a structured useful f...

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UTX DBD Techonomics and the ATM 04/20/09 — Â â€œBy prevailing over all obstacles and distractions, one may unfailingly arrive at his chosen goal or destination.â€- Christopher ColumbusNeedless to say, it has been an incredibly tumultuous environment. The economic outlook, despite a few specks of light in a dark sky remains quite bl...

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Happy New Year! 12/31/08 — What can be said in New Year rhymes,That's not been said a thousand times?The new years come, the old years go,We know we dream, we dream we know.We rise up laughing with the light,We lie down weeping with the night.We hug the world until it stings,We curse it then and sigh for wings.We live, we love...

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FASB Fair Value, Mark-To-Market and Financial Reporting-Another Revision? 12/29/08 — Less than a week to go for 2008, and the Financial Accounting Standards Board (FASB) has a proposal which it has thrown into the arena to address the problem of fair value.Mark to market accounting has stirred up a very ugly debate between its adversaries and its proponents. Mark Sunshine, in a Seeki...

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Happy Holidays! 12/24/08 — A simple and sincere message to all. Here's wishing you the best of holidays in this blessed season.Wishing all of you a Happy Hanukkah, a Merry Christmas, and peace!Looking forward to 2009, a Happy, Healthy and Prosperous Year for all!Rick

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TTM PPI Stocking Stuffers 12/21/08 — It has been a remarkable year. It has been year that many of us would just as soon forget. The cascading effects of deleveraging have been rampant across all markets.The financial turmoil of 2007-08-09? has deeply affected households as well as businesses in most parts of the world. The reduction in...

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The Commodity Investment World Conference-Some Observations on Commodities as a Diversifier 12/08/08 — For two days last week, it was my privilege to attend the Commodity Investment World conference through the courtesy of Seeking Alpha. A broad spectrum of commodities markets, their economics and approaches to these markets were discussed.Commodities conferences historically have been the denizens of...

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More about Value Discipline Investor

Avg exp holding time:
822.50 days

Website:
valuediscipline.blogspot.com/

About Me:

I have been a portfolio manager of institutional portfolios for over 25 years. I am currently working ... more

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