• Currently Reading

    The Bubble Economy: Japan's Extraordinary Speculative Boom of the '80s and the Dramatic Bust of the '90s
    The Bubble Economy: Japan's Extraordinary Speculative Boom of the '80s and the Dramatic Bust of the '90s
    Christopher Wood

    Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich
    Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich
    Jason Zweig

    Awareness: The Key to Living in Balance (Osho, Insights for a New Way of Living)
    Awareness: The Key to Living in Balance (Osho, Insights for a New Way of Living)
    Osho

    Structures: Or Why Things Don't Fall Down
    Structures: Or Why Things Don't Fall Down
    J.e. Gordon

    Distressed Debt Analysis: Strategies for Speculative Investors
    Distressed Debt Analysis: Strategies for Speculative Investors
    Stephen G. Moyer

    Diet for a New America
    Diet for a New America
    John Robbins

    In Defense of Food: An Eater's Manifesto
    In Defense of Food: An Eater's Manifesto
    Michael Pollan

  • Investment Must-Reads

    You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits
    You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits
    Joel Greenblatt

    Value Investing: From Graham to Buffett and Beyond (Wiley Finance)
    Value Investing: From Graham to Buffett and Beyond (Wiley Finance)


    The Dhandho Investor: The Low - Risk Value Method to High Returns
    The Dhandho Investor: The Low - Risk Value Method to High Returns
    Mohnish Pabrai

    Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
    Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
    Seth A. Klarman

    The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy
    The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy
    Robert G. Hagstrom

    Buffett: The Making of an American Capitalist
    Buffett: The Making of an American Capitalist
    Roger Lowenstein

[Book Review] China: Fragile Superpower by Susan Shirk

Posted by Davy Bui on April 24th, 2008 in Book Reviews

AUTHOR: Susan Shirk
RATING: 10 of 10
REVIEW by Davy Bui
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1 Comment

[Book Review] The Dhandho Investor by Mohnish Pabrai

Posted by Davy Bui on April 10th, 2008 in Book Reviews, Investment Strategies

AUTHOR: Mohnish Pabrai
RATING: 8.5 of 10
REVIEW by Davy Bui 06/15/2007
Select Highlights

Very good look at risk as permanent capital loss in the context of time opportunity cost, which I haven’t seen in other books
Organic use of “latticework” models to view investing from different perspectives, including even mythology as a way to illustrate investing concepts
[...]

3 Comments

[Book Review] Value Investing: From Graham to Buffett and Beyond

Posted by Davy Bui on March 16th, 2008 in Book Reviews

Author: Bruce Greenwald
My Ranking: 9.0 of 10
What I Liked About It

Details several valuation methods that I haven’t seen in other non-academic, mainstream investing books.
Several real-world examples to apply valuation methods
Great treatment of brands vs. franchises

What Needed Work

Various investor profiles unnecessarily fill the 2nd half of the book.
Attempts at quantifying “franchise” value felt a bit forced.

Greenwald’s [...]

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