Archive of Dah Hui Lau's Blog

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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