Amvona

Update: It turns out the answer is Yes!

ssd-hard-driveIn the spirit of updating past articles as we did on August 10th, 2011 we thought we would do another update, albeit this time only for a bit of levity.

 

On January 28th, 2010 we published one of our first articles. We're pretty sure we may have been one of the few, if not the only bloggers in the world (on that day) to pose the curious question “Would the Pope buy an iPad?”.  At the time Amvona had not yet become a dedicated blog (it was still a commerce site with a blog as an afterthought) and the categories were not yet focused on the topics they are today.

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The Disciples Lack Faith

Cross
 
Notes - Aug. 21-2011

10th Sunday of Matt. (Matt. 17:14-23)

The Disciples Lack Faith

(Parallels Mk. 9:14-29; Lk 9:37-42)

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Update: “640K ought to be enough for anybody…” WDC vs. STX

stock_marketOn August 11th, 2010 we acquired shares of Western Digital Corp. for others accounts at $24.15 a share in the midst of tremendous pessimism about the storage industry.  On September 17th, 2010 we outlined a few simple views that brought about this decision and published our article “640K ought to be enough for anybody…” WDC vs. STX (we used prices as of Sept. 10th, 2010 for the purposes of the article, although the shares were actually purchased on August 11th, as noted in the article itself in reference to “early August”).  On October 1st, 2010 Seekingalpha also published the article here.

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On the ethics of mortgage loan default

ethics_signIs it ethical for the American homeowner whose mortgage has been securitized to default, even If they are not financially distressed?  

First, consider it is unlikely that marketable, fee simple, insurable title can be obtained as a result of fulfilling the obligations of the related promissory note.  On the contrary the titles to some 60 million homes in America are badly clouded.  Secondly, encouraging investment in an asset class that has been artificially inflated, then deliberately destroying the price of the asset, as part of a separate profit making scheme is unethical, and any agreement based on this type of fraud is grounds to consider the original debt instrument used in the agreement null and void.  Fortunately these grounds are unnecessary, as increasingly US courts are ruling that these mortgages are already invalid for numerous other reasons.

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Lions and Tigers and Cisco Bears! Oh My!

lions_and_tigers_and_cisco_bears This article is a follow up on our February 12th, 2011 article: “How we lost investor’s money on Cisco”, a title which probably seems even more prescient about now. The article put forth the very unpopular idea that Cisco shares represent both a good value and safe investment, and that an emotional reaction likely played a key role in the recent volatile movements in the share price.
 
Our opinion hasn't changed. It is not our goal to purchase "at the bottom" nor sell "at the top", for we are not aware of any reliable way to go about doing this (although we are open to suggestions - preferably those that do not involve astrology). Instead, our interests lie in owning good companies, with long-term earning power, that can be purchased at a deep discount.
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FRPT: Moving from speculation to investment

cougar_ISS This article is a follow up on “If you must speculate: Force Protection Inc.”  published on April 15th, 2011 and is intended as a closer examination of the YTD 2011 FRPT order book, along with some additional speculation on the future growth prospects in 2011 and 2012.
 
In the above article we pointed out that the total worth of the company to a prospective acquirer was about 150 mln. as of April 15th (share price $4.54).  The stock has risen to $4.80 per share as of close of market on May 4th, 2011, a gain of some 5.7% in just under 3 weeks.
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If you must speculate: Force Protection Inc.

 
speculation Investment and Speculation are two very distinct activities.  Speculators believe they can see into the future, and more particularly, believe they have some sense of future security prices.  Investors accept that they do not have any special foresight, and instead focus on an entirely different set of criteria. 

It is best not to speculate, since the foundation upon which speculative decisions are likely to be based are invariably little more than “best guesses”.  If the urge to speculate cannot be resisted, consider giving 95% of your funds to a value-oriented investment manager who is well vetted and who you trust.  Keep the other 5% and go to Vegas (at least you’ll have fond memories to make up for the loses).
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Changes and updates to the Amvona site

blog_updatesWe would like to take a moment to share the changes and updates that have been made to the Amvona site over the last few weeks. 

First, we made the “Latest News” category the new home page, and thus eliminated much of the clutter of the previous UI.  We hope this simplifies the content on the home page, and makes finding new articles faster and easier.  Articles from all of the sub-categories now appear in the main list on the home page, (scroll down just under the “Latest Blogs” section).  Content is updated about every four hours.
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Father Emmanuel S. Metaxas – In the dwelling place of the blessed

Father-Metaxas-edited-for-w_2
 
Perhaps no other photograph represent the beauty, peace and dignity of the Holy Priesthood so well as that which hangs in the hallway of Taxiarche church in Watertown Massachusetts.  If ever there were a picture that said “a thousand words” this would be it.  There is peacefulness and strength in the eyes of this handsome man.   In his humility, Father Emmanuel silently asks the photographer, and the viewer, without their permission, to redirect their attention away from him, to that which is framed perfectly in his hands.   This was the brilliance of Fr. Emmanuel.  The purpose of his being was to direct others in a gentle, loving way, to the truth that answers all questions, a truth that is in plain sight, yet often overlooked.
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