Jun 24 2010

Security Analysis

I’m guilty of randomly opening to pages of Security Analysis by Ben Graham and reading a few of them before bed every night. This night, something was different. Chapter 41: A study done by the Business school at the University of Chicago came upon 2 conclusions: 1. Low-price stocks tend to fluctuate relatively more than [...]

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Jun 21 2010

$DJSP $CNAM $LPIH $PSEC $TBT $GLD

Back when I was growing up as a Hoosier in Indiana, I frequently played this basketball game called “Around the World.” Basically, you shoot 3-pointers as you work your way around the 3-point line. I wanted to use this concept to illustrate how easy it is to build a portfolio of undervalued companies if you’re [...]

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Jun 13 2010

My Brief Thoughts on Money

Feel free to disagree with me, but I’m just going to assume from the start that you want money. Given the two options of wanting more or less money, most people want more. That’s a lousy argument for me to use for justification, but it helps to have assumptions like this. So, I’m asked a [...]

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Jun 11 2010

$$ Not surprisingly, mass media doesn’t want to publish this one.

Hey, I’m Glen Bradford and I could be on your team. I specialize in questioning everything, taking nothing for granted, valuing thousands of different opportunities, and picking the best ones to put my money into. I guess I must be pretty good at this, cause it’s paid my college from scratch, allowed me to write [...]

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Jun 9 2010

How Not To ‘Lose’ Money

I made it through the crash of 2008 without losing money for anyone that I was working with. I want to enable you to see things as I do, logically. When most people bet on what’s going to happen, they don’t stack the payout in their favor. I’ve been making my living by determining what [...]

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May 28 2010

$DJSP $DJSPW — YEE HAW

DJSP Enterprises (DJSP), one of the largest providers of processing services for the mortgage and real estate industries in the United States, today had its Q1 conference call after announcing results last night. They lowered their full year guidance and since then, the stock has fallen over 25%. I want to use this opportunity to [...]

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May 24 2010

Wake up America $$ $CHK $GU $LPIH $CNAM $DJSP $LTUS $CNX

Wake up America By Glen Bradford I’m an MBA now. That means that everything I say is a fact, right? In the last few years, I started with less than nothing and essentially graduated into early retirement. It’s been a while since you’ve heard from me. In that time, I’ve had several incredible learning experiences [...]

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May 20 2010

Getting cheaper, time to go to work $$

I’m the type of person that mostly doesn’t do anything until prices start getting slammed, at which point it’s my priviledge to be on a position where I get to use my skills to sort through as many companies as I can to find the stocks that are getting slammed the hardest and have become [...]

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May 13 2010

Understanding Incentives

Well, I am pretty sure that I’m graduating at this point. Hurray for me. Grades are in and somehow my teachers passed me. This would have never happened in undergraduate school, where they grade you on your ability to perform. Engineering was fun. Everything made sense. Anyway, I went through my entire college career’s grades [...]

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May 4 2010

Market Sentiment $OIL $$ $SPX

I wrote this as a reply to a post on a forum, but figured it’s worth sharing here too. There are days at which the most undervalued stocks become cheaper. How else do you think we got to price levels like we saw last year around this time. Irrationality can and may persist for long [...]

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