Saj Karsan | TalkMarkets | Page 2
Value Investor
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Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, more

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17 to 32 of 57 Posts
Imperial Ginseng
Imperial Ginseng is an Ontario grower and exporter of Ginseng that has hit a slew of what are hopefully temporary issues that have caused the stock to fall by about 80% over the last two years.
Perdoceo: Downside Risk Emerges
Less than two months ago, I discussed Perdoceo as a potential value idea. Unfortunately, a new risk has arisen which is stopping me from continuing to enjoy the upward momentum.
Culp
At the current price, CULP is priced for disaster, but with its strong balance sheet, Culp should be able to stick around to when business conditions improve.
See VG, 'Aye!
On the surface, Commercial Vehicle Group (CVGI) looks like a very cheap stock but I see major warning signs ahead.
Book Review: The Man Who Solved The Market
A bunch of math nerds got to work looking for short-term inefficiencies in the market, and they found some.
Book Review: Permanent Record
Edward Snowden rocked the world when he revealed the US government's warrantless surveillance program on the world's population. In Permanent Record, he discusses these decisions that have led to his current exile in Russia.
Book Review: Who Gets What And Why
In Who Gets What ― and Why [Click and drag to move] economist Al Roth discusses the factors that need to be set/controlled in order to make a market work. Is the book worth a read?
Damn Right: Behind The Scenes With Berkshire Hathaway Billionaire Charlie Munger (Book Review)
I've a read quite a bit about Charlie Munger. But everything I've previously read has been about his thoughts. Damn Right is about the person, his family life, his tragedies and triumphs.
Linamar Revisited
Auto parts manufacturer Linamar has finally fallen to a price level at which I believe I'm getting the kind of large margin of safety that interests me.
Book Review: Alchemy, By Rory Sutherland
Sutherland makes a case for why we pay too much attention to logic and not enough to perception when it comes to marketing.
Book Review: The Art Of Thinking Clearly
n The Art of Thinking Clearly [Click and drag to move] , Rolf Dobelli discusses a number of our biases and suggests solutions for staying rational.
Book Review: The Misbehavior Of Markets
In The Misbehavior of Markets: A Fractal View of Financial Turbulence, author Benoit Mandelbrot offers a better way to model markets, using a math concept called a fractal.
Book Review: 'Billion Dollar Whale' By Wright & Hope
There's a lot about human nature in here. The desire of people to appear successful can override common sense.
Book Review: The Secret Of Our Success
In The Secret of our Success, Joseph Henrich makes the case that we are hardly more intelligent than primates, if at all, across a number of measures. What separates us is our culture.
Book Review: Modern Monopolies, By Moazed & Johnson
How to think about companies with monopolistic characteristics thanks to their network effects - and what to avoid.
You've Got RAIL
RAIL manufactures railcars, which is a highly cyclical business. Demand ebbs and flows, while costs are fixed. And so these stocks get heavily beaten down when the outlook is bleak.
17 to 32 of 57 Posts