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Lecture 6: A Dying Industry, Danny Devito and Rodney Dangerfield.

Link This link has lecture 6:http://www.scribd.com/doc/65083826/Lecture-6-an-Investor-Speaks-of-Investing-in-a-Dying-Industry, where an investor describes his search and valuation of several video...

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Greenwald Investing Process

The links below connect to lecture notes on An Investment Process.  Think through how these notes can help you.  I suggest glancing at them, then reading the books suggested in the first link. Once you...

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Lecture 7: Students Grilled on their Investment Presentations

OK!  Back to the grind of the classroom. Sit in on these business school MBA’s giving their investing presentations to a Great Investor (“GI”).  The point is to learn how investors approach valuation...

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A Great Investor Lecture 2007: An Investor Evolves

I will be posting a series of lectures by an outstanding investor who evolved from a deep cyclical value investor to buying good business at the proper prices. You will learn from someone who began as...

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A Great Investor Discusses his Approach and Philosophy

Another in a series of lectures given over several years by an investor whom Warren Buffett called, “The Ted Williams of Investing.” I heard this from a secondary source, so take it with a grain of...

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Lecture 7: Student Investment Presentations, Magic Formula, and Review

This lecture will give you insights into how a great investor assesses companies and investment problems. As I mention in the 48-page document below, there is gold here....

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Lecture 8: LEAPS

If you take the time to understand LEAPS (long-dated options) and combine this tool with your search for bargains, you can craft specific risk reward investments with 100% to 1,000% upside. In certain...

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Lecture 9: A Great Investor Discusses Investing in Retailers and ANN

This lecture is a supplement to Lecture 5 found here: http://csinvesting.org/2011/09/13/lecture-5-a-value-investor-in-retail-discusses-anf-aeos-aro/ Note the speaker’s limited circle of competence and...

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Lecture 10: Analyzing Moody’s and Using Buffett’s Purchase of Coke as a...

The art of investment has one characteristic that is not generally appreciated. A credible, if unspectacular, result can be achieved by the lay investor with a minimum of effort and capability; but to...

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Lecture 11: Balance Sheet Analysis and How to Learn Accounting

This lecture focuses on the balance sheet and how to spot warnings. Go here to download the lecture: http://www.scribd.com/doc/69296625/Lecture-11-Balance-Sheet-Analysis-Duff-Phelps-ROE-vs-ROC The...

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