Thursday, November 24, 2005

Archive of Dah Hui Lau's Blog

I have stopped archiving on this page now. All the articles have labels.

Thanks.

Dah Hui Lau's Personal Details:

  1. Dah Hui Lau's Testimonials
  2. Essential Books for Investors
  3. Great Investing Blogs!
  4. Subscribe to Dah Hui Lau (David)


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Dah Hui Lau's Analysis / Comments / Discussions:

  1. MGIC Investment Corporation; MTG Feb 10, 2006
  2. What is your expectation of long term BRK performance; Feb 16, 2006
  3. Movie Gallery (MOVI); Feb 24, 2006
  4. Black & Decker (BDK) at $83; Feb 25, 2006
  5. Is Google Overvalued at $377? Feb 25, 2006
  6. Discussions on "Is Google Overvalued at $377? Feb 25, 2006"
  7. Berkshire: Your Biggest Holding? March 6, 2006
  8. Gannett Corp Undervalued at $61.26; March 14, 2006
  9. Intel Corp; INTC March 29, 2006
  10. Intel Corp; INTC Part II April 1, 2006
  11. Google; GOOG April 1, 2006
  12. Gannett Corp; GCI April 2, 2006
  13. Telstra Corporation; TLS April 4, 2006
  14. WPS Resources Corp; WPS April 5, 2006
  15. Berkshire Hathaway; BRK.A April 6, 2006
  16. Berkshire Hathaway; BRK.A Reasons I love Berkshire April 2006
  17. Gannett Co.;GCI April 19, 2006
  18. Russell Corporation; RML April 20, 2006
  19. Superior Stock Return by having "Founders Keepers" April 20, 2006
  20. Some great quotes April 21, 2006
  21. Some Great Quotes; April 26, 2006
  22. Investment from Difference Perceptive April 28, 2006
  23. Microsoft; MSFT, A Good Investment? April 29, 2006
  24. Eight signs Microsoft is dead in the water; May 5, 2006
  25. Microsoft, Where is your "Moat"? May 8, 2006
  26. Microsoft's New Brain; May 10, 2006
  27. New Century, New Wealth May 11, 2006
  28. Dell, An Excellent Company at Bargain Price
  29. K-Swiss Inc. Excellent Investment
  30. Bill Gates' New Life Goal
  31. EarthLink, ELNK, Interesting but Risky Company
  32. PartyGaming
  33. Online Internet Gambling Discussions July 20, 2006
  34. Dell a Value Play
  35. PartyGaming plans expansion outside U.S. July 21, 2006
  36. Amazon, A Scary Drop! July 26, 2006
  37. MGIC Investment Corp (MTG) at $58.44
  38. Partygaming 1Qtr Results Sept 7, 2006
  39. Partygaming plunging price Sept 7, 2006
  40. Lau Model Portfolio
  41. Zacks Buy List: K-Swiss (KSWS) Strong Buy
  42. Intel: Fat to Lean Sept 11, 2006
  43. Is online gambling now definitely illegal in the US?
  44. The Buckle Inc. (BKE) at $35.10
  45. My personal view on Dell
  46. Amaranth: Speculating and Trading don't Work
  47. Thought on Portfolio Construction
  48. PartyGaming's Meltdown and Lessons Learnt
  49. PartyGaming drops out of FTSE 100
  50. Rumination on 3Qtr Results: MGIC Investment Corp (MTG)
  51. Coca Cola: Potential Purchase?
  52. Pfizer (PFE): Potential Purchase? Oct 19, 2006

Albert Einstein's Wisdom:

  1. Albert Einstein's Wisdom

Andrew Carnegie's Wisdom:

  1. Earning Happiness

Anne Gudefin's Wisdom:

  1. Buying a Dollar of Assets for 60 Cents; Jan 20, 2006

Arnold Van Den Berg's Wisdom:

  1. Arnold Van Den Berg Interview; June 28, 2004
  2. The Value Investor; Dec 31, 2004
  3. Arnold Van Den Berg: Large company stocks are 27% undervalued May 4, 2006

Arpit Ranka's Wisdom:

  1. Thinking Like A Kid; Jan 30, 2006
  2. Practice Makes Permanent; Feb 23, 2006

Benjamin Graham's Wisdom:

  1. Benjamin Graham on Fixed Income (Bond) Investing
  2. Graham Stock Gainers; Feb 15, 2006
  3. 2 Things I Learned From Benjamin Graham; Feb 28, 2006

Bill Gates' Wisdom:

  1. Bill Gates reboots : Microsoft's founder on his decision to step aside, Warren Buffett's gift, and why it all gets him a little choked up
  2. Bill Gates on Vaccines

Bill Miller's Wisdom:

  1. Miller Beats S&P 15th Year in a Row
  2. Bill Miller sees higher value in Google; January 20, 2006
  3. Bill Miller's Secrets to Success; Jan 27, 2006
  4. Bill Miller: Where to Invest Now and the 5 Year Psychological Cycle April 26, 2006
  5. Legg Mason's Miller Favors Biggest U.S. Stocks, Buys AIG, GE
  6. Bill Miller, Money Master

Bill Nygren's Wisdom:

  1. Sticking to his guns; "fallen angels." July 3, 2006

Bruce Berkowitz's Wisdom:

  1. Bruce Berkowitz Interview; March 31, 2006
  2. Bruce Berkowitz Investing Philosophy May 10, 2006
  3. Bruce Berkowitz: Forget GAAP accounting.

Bruce Sherman's Wisdom:

  1. Sherman’s March; Jan 29, 2006

Charles de Vaulx's Wisdom:

  1. Charles de Vaulx interview Sept 14, 2006

Charles Mizrahi's Wisdom:

  1. The Moat January 11, 2006

Charlie Munger's Wisdom:

  1. Future returns from equities
  2. The scandal of American pension fund accounting
  3. Extraordinary Charges
  4. Becoming a good investor
  5. Investing mental models
  6. Buying into stock declines
  7. Universities
  8. The importance of reading
  9. Retailing and Costco
  10. How to get rich
  11. State Farm
  12. How to detect bad reserving
  13. Insurance risk
  14. Wrigley
  15. USG
  16. Financial industry
  17. Risk of the unexpected
  18. Expect the unexpected (Japan example)
  19. Derivatives
  20. Practice Evolution
  21. Be satisfied
  22. Economic Value Added
  23. Cost of capital
  24. The World According to "Poor Charlie"; Dec 2005
  25. Charlie Munger on Investing Expectation
  26. Charlie Munger on Successes and Failures
  27. Charlie Munger on Iscar Metalworking Cos.
  28. Charlie Munger on Newspaper Companies
  29. Charlie Munger on Jeremy Siegel
  30. Wesco Financial Annual Meeting, May 11, 2006
  31. An Afternoon with Charlie Munger July 26, 2006
  32. Munger on Human Misjudgments

Chartered Financial Analyst:

  1. How to Read and Understand Earnings Releases Like an Investment Pro (Case Study: Wal-Mart) Dec 29, 2005

Chet Holmes' Wisdom:

  1. Chet Holmes: "America's Greatest Sales and Marketing Executive"

Chris Davis' Wisdom:

  1. Taking the Helm at Clipper; Jan 11, 2006

Columbia Business School:

  1. Columbia Greenwald Class Lectures.

Deep Wealth's Wisdom:

  1. Buying Pessimism?

easyGroup's Manual:

  1. easyGroup Brand Manual

Eddie Lampert's Wisdom:

  1. Eddie Lampert: An Olympic High Jumper?
  2. Eddie Lampert: The best investor of his generation; Feb 6, 2006
  3. Chairman's Letter: Edward Lampert; March 15, 2006
  4. Eddie Lampert and Sears by Mike Onghai May 5, 2006

Geoff Gannon's Wisdom:

  1. Wells Fargo A Different Kind of Bank

Henry Lu's Wisdom:

  1. Interview with Deep-Value Superinvestor; March 12, 2006

Irwin Michael's Wisdom:

  1. Irwin Michael's Interview on ABC Dirt-Cheap Stock Fund; Feb 13, 2006
  2. Meeting with Irwin Michael, Part 1; Feb 20, 2006

Jackie Chan's Wisdom:

  1. My hero: Jackie Chan

James Glassman's Wisdom:

  1. My 10 Stocks for 2006; Feb 2006

Jim Chuong's Wisdom:

  1. 2005 Chuong Investment Management Partner Letter

Joel Greenblatt's Wisdom:

  1. Audio Interview of Joel Greenblatt
  2. The magic money machine: Joel Greenblatt’s Interview

John Dorfman's Wisdom:

  1. Robot Portfolio Steams to 7th-Straight Victory: John Dorfman; Jan 3, 2006
  2. Pfizer, Chubb Are Among 10 Stocks for Long Haul: John Dorfman; Feb 21, 2006
  3. Exxon, Berkshire, K-Swiss Pass My 15-15 Screen: John Dorfman

John Maxwell's Wisdom:

  1. Most Important Choice by John Maxwell

Larry Sarbit's Wisdom:

  1. Sarbit Asset Management

Mark Seller's Wisdom:

  1. Wait for the Right Price Part 1; June 23, 2004
  2. Wait for the Right Price Part 2; June 25, 2004

Marty Whitman's Wisdom:

  1. Marty Whitman Speech at AAII-NYC; Jan. 11, 2006
  2. Marty Whitman's 'Safe and Cheap' Approach; Jan 27, 2006
  3. Exclusive Insights from Marty Whitman's NYSSA talk! Feb 16, 2006
  4. Martin Whitman's "Cowardly" Safe-And-Cheap Way To Invest; Feb 21, 2006
  5. Martin J. Whitman Profile
  6. The Evolution Of Marty Whitman
  7. Sears shareholder exiting; Third Avenue fund sells 250,000 shares July 21, 2006

Mason Hawkins' Wisdom:

  1. Learning From Longleaf; Feb 28, 2006

Mike Hochholzer's Wisdom:

  1. Fallen angel stocks can have wings for patient investors; Jan. 22, 2006

Michael J. Mauboussin's Wisdom:

  1. Size Matters; Feb 1, 2006

Mike Price's Wisdom:

  1. Apollo Group; Mike Price's Analysis; March 22, 2006

Motley Fool's Wisdom:

  1. Foolish Fundamentals: Enterprise Value
  2. Foolish Fundamentals: Margins
  3. Foolish Fundamentals: Free Cash Flow
  4. Small Advantages, Big Wins; Feb 28, 2006
  5. Motley Fool: Insider Holdings
  6. Five Lessons From Playing Poker

MSN BRK Shareholders' Board's Wisdom:

  1. Investing Mistakes

Muhammed Yunus' Wisdom:

  1. Muhammad Yunus: Nobel Peace Prize winner

Olstein Financial Alert Fund:

  1. A Decade of Shareholder Letter excerpts
  2. The Price of Victory; Feb 22, 2006
  3. Fighting an investing slump; April 2, 2006

Peter Drucker's Summary:

  1. Peter Drucker (95 years old) (Nov 19, 1909 – Nov 11, 2005)

Peter Lynch's Wisdom:

  1. The Wit and Wisdom of Peter Lynch
  2. Beating The Street

Prem Watsa's Wisdom:

  1. Prem Watsa : Short shrift; Jan 26, 2006

Prof. Bruce Greenwald's Wisdom:

  1. The Graham and Dodd Lecture Series; Value Investing Seminar London; August 4-5, 2005

Prof. Sanjay Bakshi's Wisdom:

  1. Value Investing Presentation by Prof. Sanjay Bakshi; August 13, 2002

Randy Oliver's Wisdom:

  1. Stock picker of the year is contrarian sort; Dec 22, 2005

Richard Russell's Wisdom:

  1. Real Estate Investing

Robert Rodriguez's Wisdom:

  1. Fund manager focuses on worn stocks with potential; Jan 19, 2005

Ronald Muhlenkamp's Wisdom:

  1. How To Choose a Money Manager
  2. What does "prosperity" mean to you?
  3. Ronald Muhlenkamp Interview; Feb 24, 2006

Seth Klarman's Wisdom:

  1. Seth Klarman's Lecture at Harvard May 3, 2006
  2. Seth Klarman's Portfolio Holdings

Sir John Templeton's Wisdom:

  1. One on One with Sir John Templeton; Feb 2, 2004
  2. An Investment Legend's Advice; Feb 4, 2004
  3. Sir John Templeton interview; February 2005

Theo Wong's Wisdom:

  1. Roll Up the Tim to Win; March 27, 2006

Tom Brown's Wisdom:

  1. Tom Brown: Let the Wind Blow

Tom Gayner's Wisdom:

  1. Eighteen 5-Star Stocks from the Markel Portfolio

Tom Stanley's Wisdom:

  1. Tom Stanley: Miles Ahead of the Crowd; Feb 1, 2006

Tweedy, Browne Company LLC's Wisdom:

  1. What has Worked in Investing by Tweedy, Browne Company LLC

Wallace Weitz's Wisdom:

  1. Wallace Weitz; Be prepared April 21, 2006
  2. The Other Guy From Omaha; May 5, 2006

Warren Buffett's Wisdom:

  1. My hero: Warren Buffett
  2. Warren Buffett’s Biography
  3. Berkshire Hathaway’s Holdings
  4. Berkshire Hathaway Annual Reports
  5. Berkshire Hathaway Intrinsic Valuator
  6. Investment Education
  7. Margin of Safety
  8. Mr. Market
  9. Long-term Investing
  10. Degree-of-difficulty
  11. Sustainability
  12. Inactivity
  13. Investor’s Temperament
  14. Book Value vs. Intrinsic Value
  15. Focus Investing and diversification
  16. Companies to Own
  17. Time
  18. Management vs. Business
  19. Cost Structures
  20. Earnings
  21. Share Repurchase
  22. Debt
  23. Buying Policy
  24. Selling Policy
  25. Dividend Policy
  26. Stock Options
  27. Growth
  28. Acquisitions
  29. Capital Expenditure
  30. Investing expectations
  31. Purchase of Wells Fargo
  32. Inevitables
  33. Purchase of Nebraska Furniture Mart
  34. The Borsheim Advantage
  35. IQ
  36. Losing and Regaining Competitive Advantage
  37. Turnarounds vs. One-Foot Hurdles
  38. Fannie Mae, Freddie Mac and Other Highly Leveraged Financial Institutions
  39. How to avoid fraud
  40. Critique of EBITDA
  41. Shorting stocks
  42. Index funds
  43. Feedback mechanisms
  44. Derivatives
  45. Preparing for the future
  46. Happiness and Success
  47. Stock Market Predictions
  48. Philanthropy
  49. Buffett Succeeds at Nothing; Oct 30, 2002
  50. Warren Buffett and Bill Gates Q&A Video; Oct 2005
  51. Warren Buffett & Bill Gates: The $91 Billion Conversation; Oct 31, 2005
  52. Warren Buffett, Unplugged; Nov 12, 2005
  53. University of Kansas Buffett Q&A; Dec 2, 2005
  54. Buffett - The Ultimate Financial Zen Master; Jan 18, 2006
  55. Buffett's Coca-Cola stake an example of value of dividends; January 28, 2006
  56. 24 Buffet Ideas to win 365 battles every year
  57. Interview of Warren Buffett on CNBC on March 20, 2006
  58. Inside the strategy of Soros and Buffett; April 8, 2006
  59. 2005 Sayings of Chairman Buffett
  60. Berkshire Hathaway 1st Quarter Results Highlights May 6, 2006
  61. Does it pay to be 'the next Buffett'? May 6, 2006
  62. Warren Buffett on Compensation
  63. Warren Buffett on Immigration Issue
  64. Warren Buffett on Hurricane Issue
  65. Warren Buffett on Media Business
  66. Warren Buffett on Housing Market
  67. Audio report about Buffett and Wertheimer Deal (4Mins)
  68. Warren Buffett on Commodities Bubble
  69. Warren Buffett on Manufactured Housing
  70. Warren Buffett on Coca Cola
  71. Warren Buffett on Professions
  72. Warren Buffett on Charities
  73. Warren Buffett on Newspaper Companies
  74. Warren Buffett on Naked Short Selling
  75. Berkshire Hathaway Annual General Meeting 2006 Notes May 13, 2006
  76. Buffett's $15 Billion Tease May 13, 2006
  77. Top 20 Questions From The 2006 Berkshire Hathaway Annual Meeting
  78. Berkshire Hathaway Acquisitions List
  79. Berkshire Hathaway: Buffett's Attraction
  80. Buffett to auction another lunch on eBay
  81. Berkshire Hathaway A Good Business by Buffett Standard
  82. Profit Implications of Underwriting Discipline
  83. Warren Buffett Power Lunch to Benefit Glide Foundation
  84. Warren Buffett gives away his fortune
  85. A Discussion with Warren Buffett and Bill and Melinda Gates
  86. Charlie Rose - An Exclusive Hour with Warren Buffett and Bill and Melinda Gates
  87. An Open Letter to Warren Buffett
  88. Buffett Lunch fetches $620,100.00
  89. Joe Tahoe pens open letter to Warren Buffett July 7, 2006
  90. Charlie Rose Talk show on Warren Buffett PBS 11PM
  91. Would you like that $11 billion in twenties, Mr. Buffett?
  92. Ajit Jain, Potential Buffett Successor
  93. Buffett's Car on Auction!
  94. Happy Birthday, Mr. Buffett!
  95. Warren Buffett married his long-time companion, Astrid Menks
  96. Investment success like the masters
  97. The battle of the billionaires
  98. SmartMoney: What Would Warren Buy?
  99. Warren Buffett's car sells for $73,200 on eBay
  100. Historic Moment for Berkshire Hathaway Share Price: $100,000
  101. Warren Buffett CEO: Kevin Clayton Video Interview with Robert Miles
  102. Berkshire Hathaway Interesting News

Whitney Tilson's Wisdom:

  1. Our Favourite Stock Idea: Berkshire Hathaway
  2. Interviews with Rich Pzena & Zeke Ashton, February 2005
  3. Interview with David Einhorn, March 2005
  4. Interview with Mark Sellers, June 2005
  5. Interview with Jim Chanos, July 2005
  6. Interview with Lisa Rapuano, September 2005
  7. Interview with Larry Robbins, October 2005
  8. Interview with Arne Alsin
  9. Traits of Successful Money Managers
  10. Thoughts on Value Investing
  11. The Perils of Investor Overconfidence
  12. Buffettesque Superinvestors
  13. The Perfect Business
  14. Whitney Tilson Interview by Bloomberg; Feb 23, 2006
  15. Interview: Whitney Tilson; March 14, 2006
  16. Stick with the simple, if scary, solution; April 21, 2006
  17. Looking For Hidden Value With Whitney Tilson April 25, 2006

Year 2006 Interesting Articles:

  1. Money really doesn't buy happiness; Feb 13, 2006
  2. The Top 10 Fund Value Creators and Destroyers; Jan 23, 2006
  3. India Value Investing Conference; Jan 25, 2006
  4. How to Be a Buy-and-Hold Investor; March 13, 2006
  5. Do All Banks Have Moats? May 3, 2006
  6. Earth 'likely' hottest in 2,000 years
  7. FIFA World Cup Winner Prediction
  8. The 400 Richest Americans

Year 2005 Interesting Articles:

  1. 2005's Value Creators and Destroyers December 21, 2005

Other Interesting Articles:

  1. Investors Must Recall Risk, Investing's Four-Letter Word; Jan 23, 1998
  2. Assessing Your Risk Tolerance

If you have any comment, please send me an email.

Dah Hui Lau (David)

dahhuilaudavid@gmail.com

14 comments:

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ass2006 said...

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Shankar said...

Hi David,

This is an excellent compilation. I reached your blog thru an email from my prof.. Sanjay Bakshi. Pl do find time to go thru my blog too and pl give in your comments

Warm Regards
Shankar
small2big.blogspot.com

Sally W said...

If the universe did start with a bang - when God loved and the angels sang - one of the sparks that flew - chased time to become you :) xaNax

Sally W said...

If the universe did start with a bang - when God loved and the angels sang - one of the sparks that flew - chased time to become you :) xaNax

Sally W said...

If the universe did start with a bang - when God loved and the angels sang - one of the sparks that flew - chased time to become you :) xaNax

Sally W said...

If the universe did start with a bang - when God loved and the angels sang - one of the sparks that flew - chased time to become you :) xaNax

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