The following was first posted on the Motley Fool Stock Advisor board Becoming an Investing Master on 5th Feb 2007.
Like you I am an investor, though perhaps a few pages ahead. The following is a quick brain dump which I hope will be of some benefit.
I have been investing for 20 years, though only started concentrated on it about three years ago. If I was to start over I’d do the following:
1) Sit down and think very hard about what sort of person I am. What is my outlook and …

Great Southern, GTP
The following was first posted on April 7 2008 on our old site.
Ospraie Funds, the world’s biggest commodities hedge fund firm with over $7 billion under management, is a major holder of Great Southern. During late February early March they increased their holding to 15%, this increased their holding by around 8% at prices ranges from $1.55 - $1.70.

Things have not always gone well for Ospraie and they had to close their Point Fund in 2006 after significant losses, being down 29% in the five months.

For …

The fund bought HLIT this morning, US time, at $8.49.
We will discuss the implications of currency risk on this position over the coming days.
http://www.fusioninvesting.com/portfolio.html

Anyone interested in the volatile technology stock of an Emmy award winning company? If so, I may have the company for you.
Thesis
This Emmy Award winning company delivers the best arms to the video on demand war lords. They are a classic pick and shovel provider. On a GAAP basis they entered profitability in Q3 2006 and their finances have shown continuous improvement since then. They appear to have mastered cost management and have diversified their segment internationally and their customer base. This has shown up in increasing revenue and …

This was originally posted on the Motley Fool Liquid Lounge and subsequently selected as a Post of The Day. http://www.fool.com/community/pod/2008/080418.htm
Last night just when I wanted to close my eyes and go to sleep my wife asked me how risky our investments are. As my dearest almost never asks about our investments I found this particular question and its timing quite bewildering. Bloody mass media and credit crunch. When it comes to our finances my clever, widely read, successful, gorgeous wife wants things explained in …

An Australian fund which I invest in recently published their quarterly review. http://www.opis.com.au/downloads/quarterly_reviews/2008q1QIR.pdf
I found the following lessons learned by Dean Fergie, the fund manager, of interest. (highlighting added)
“The simple answer is that we will be far more proactive in selling investments over which there are question marks. Company contact and building a strong relationship with the management of companies in which we invest will remain a core investment tenet at OPIS. We believe that it is necessary to properly understand the functions of …