Recent content by MichaelSy

My mistake. Good point, I will certainly remember that one - margin of safety. Do you think Skaffold better assists in working out the margin of safety?

Craft, Thanks for posting back in regards to my comment. Excuse my ignorance but he was the fund manager at CAM, which clearly was underperforming the index - as depicted by your graph? I am most of the way through his book and the resounding message to me is, you can make money by...

Wait a second. Are you trying to say RM was a mediocre fund manager? If so, do you have proof to back up the claim (and don't just link to one poor stock performance)? Michael

Well. I whinged and moaned last night and guess what showed up in the mailbox this morning. Michael

Well, I ordered the books 2 weeks ago (10 business days). I live 10 minutes drive away from the city in Sydney (Point being it takes less than 24 hours from when you put it in the post box to when it arrives at my door). It still has not arrived. They have no contact number, and no...

I think this is evidence that using fundamental analysis can beat the market. I am a complete novice but is your total return for 52 weeks thus far 17%? Michael

In other words, the book is worth reading, there is something to gain and you'll be a slightly wiser man from reading it? Good news. Makes me feel much much better already.

So maybe I should save my $50 and stick my money in high interest savings accounts or index funds for the next 60 years rather than trying to beat the market by calculating intrinsic values and trying to work out cashflows of companies? Especially if I want to spend less than 15-20 hours per...

Greetings all, I have enjoyed reading the discussions thus far, especially those that criticise RM. I have never invested before, but I do like the sound of RM and the strategies he tries to employ to invest. So after 39 pages of comments and discussions: Is it worth buying the book...