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Gamecock-YT

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Everything posted by Gamecock-YT

  1. Looks like someone just put a write-up on VIC for Ainsworth.
  2. If you want to stay on the investment track, something I do during periods like the last few weeks, is I'll spend more time reading books that I need to catch up on This. If I'm not reading ideas, then I'm reading books.
  3. What non-essential item do people continue to buy right up to their last nickel? That isn't a rhetorical question, because I don't know. Basically anything that causes additions?
  4. It is true. I have a friend that works at the Fed in Atlanta and attended a Q&A session with Bernanke. Bernanke said he missed being a professor and hated having to deal with the politics involved with being the head of the Fed.
  5. Just google the title of the articles they have behind they pay wall. $0
  6. Go Predators. Boo to the hawks (Though I think they are probably going to win).
  7. the blind side? Much more of a Michael Oher story than the LT position story. (Funny enough Oher's high school coach feature in the book is now the head coach at Ole Miss) Basically talks about how Lawrence Taylor breaking Joe Theismann's leg lead the revolution of the LT positon. It's a good book, just don't go into expecting it to be Moneyball for Football.
  8. I'm like you, JT. Huge sports fan and a lover of inefficiencies. x2 on war room. Speaking of DePodesta, Scott Pioli is another guy that came in with a high reputation that was pretty much a failure. Really does a great job on TV now... I've always wanted to read 2%, I really enjoy Keri's work with espn.com and grantland, but the reviews were always spotty. I guess people were expecting moneyball 2 and it failed to deliver? Also, I've always wanted to read 'Basketball on Paper' by Dean Oliver that goes into the 'four factors of basketball'. Another sports book I think is excellent is Swing your Sword by Mike Leach and Bruce Feldman. It's not really an advanced stat type of book but Mike Leach is a fascinating character and his path to being a D1 head coach is incredible. Rather than books, I've had lots of success with sports blog when trying to spot advance stat inefficiencies. footballoutsiders.com, profootballfocus.com, whoscored.com, fangraphs.com, kenpom.com, hoopsdata.com, hockeyprospectus.com, behindthenet.ca, nhlnumbers.com (Hockey is the last of the major sports to really commit to advanced data). Many of these places don't really spoon-feed you the info, you really have to do your own work in trying to understand the data but it's really worth it.
  9. Great book. I've probably read it at least 2-3 times. I still wonder why Paul DePodesta was such a failure as a GM?
  10. One of the few books I have ever stopped in the middle of reading. I thoroughly enjoyed the Jobs bio, but the Franklin was very long winded.
  11. Started Creative cash flow reporting and I am into 1st few chapters. Very interested in the subject and felt this book needed actual note-taking, researching, highlighting and serious effort. Not a book I will be finishing soon. I am still into the 1st few chapters, but some of the stuff looks a little repetitive. What was your impression of the book? You pretty much nailed it. Very, very, repetitive. Coming from a finance/accounting background, it teaches as if you have never seen a statement of cash flow. So I basically was only able to take bits and pieces overall.
  12. Just finished: The Shipping Man The Outsiders The Power of Habit Creative Cash Flow Reporting The Autobiography of Andrew Carnegie Currently reading: Secrets of Professional Turf Betting How to read a book Influence (probably the 3rd-4th time through) Up-next: Analyzing Community Bank Stock ?
  13. I went through the first 13 1/2 chapters over the weekend, it really is an excellent book. I can see why he made his employee read it. Overlay = margin of safety. I think it was Munger that said, “We look for a horse with one chance in two of winning and which pays you three to one." That's exactly what this book teaches.
  14. I'm much more partial to Value Line, having used both it and Morningstar, but it probably comes down to what you can find the cheapest. Like what was mentioned earlier, you'll be surprised to see what kind of databases your local library has for free. I'm still milking my former universities' Value Line even though I haven't been enrolled in over 2 years. ;D
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