• 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

Stock Research

Posted by Davy Bui on March 16th, 2008 in Enlightened-American Portfolio, Stock Research

Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages.
ENLIGHTENED-AMERICAN PORTFOLIO PICKS
Agnico-Eagle Mines - (AEM-US) - updated 10/28/2007
Chesapeake Energy - (CHK-US) - updated 11/18/2007
Devon Energy Research Report - (DVN-US) - updated 02/12/2008
Elements ETN linked to the [...]

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Talisman Energy Report posted on website

Posted by Davy Bui on October 22nd, 2007 in Enlightened-American Portfolio, Stock Research

I’ve posted the Talisman Energy report on the Enlightened-American website. With commodities taking a pounding recently, maybe we’re getting that pullback I’ve been waiting for.
The report was written 2 months ago and the folks who subscribe to the research service have had access since then. See the portfolio page for all disclosures.

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Oil Battleground

Posted by Davy Bui on October 19th, 2007 in Worth Reading (links to articles, etc.)

The Journal has an interesting article on the bull/bear struggle in the crude oil market. I’m underwhelmed by the bearish argument but I hope they’re right in this case and we see a pullback. I’ll be publishing my report on Talisman Energy this weekend on the website. I’ve been waiting for a pullback that [...]

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