Author Topic: Ask Packer - No Seriously, Ask Him Anything (AHA)!  (Read 290174 times)

Packer16

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #100 on: December 02, 2013, 03:21:07 AM »
That is a great primer.  There also are sections of The Five Rules of Successful Stock Investing which talk about the competitive landscape (moats) in Telco. 

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tombgrt

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #101 on: December 02, 2013, 03:26:09 AM »
That is a great primer.  There also are sections of The Five Rules of Successful Stock Investing which talk about the competitive landscape (moats) in Telco. 

Packer


Yes. It's only a few pages long but does a decent job giving the basics I guess.

I also have 2 older related primers. See attachments.


Packer16

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #102 on: December 02, 2013, 03:36:17 AM »
Some other nice materials.  I remember reading the Morgan Stanley piece back in TMT boom days.

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yadayada

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #103 on: December 02, 2013, 08:55:16 AM »
What is a good start to learn the telecom industry? I am looking into GNCMA, but feel no where near qualified to make a judgement so far. I am reading Malone's book, cable cowboys. Just start with reading 10k's? Found a book on amazon, but it seemed v technical, and had 800 pages :) . So that seems a bit too much for just one stock pick.

I've got an industry primer from 2007.
https://drive.google.com/file/d/0B7ZQujnVzj_9ZDNoWXZsbi16VzA/edit?usp=sharing

I've found it useful to Google "telecom industry primer" or whichever sector you're looking for. Sometimes it's easier to search by filetype in google as pdf.
Some are outdated like one from 1999.

There was one site that had 99 primers (a torrent file though)
thx, v helpfull. Didnt think of that.

phil_Buffett

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #104 on: December 09, 2013, 03:16:24 PM »
packer would be interesting to hear from you books you can recommend.  :)

fareastwarriors

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #105 on: December 09, 2013, 03:20:15 PM »
What is a good start to learn the telecom industry? I am looking into GNCMA, but feel no where near qualified to make a judgement so far. I am reading Malone's book, cable cowboys. Just start with reading 10k's? Found a book on amazon, but it seemed v technical, and had 800 pages :) . So that seems a bit too much for just one stock pick.

I've got an industry primer from 2007.
https://drive.google.com/file/d/0B7ZQujnVzj_9ZDNoWXZsbi16VzA/edit?usp=sharing

I've found it useful to Google "telecom industry primer" or whichever sector you're looking for. Sometimes it's easier to search by filetype in google as pdf.
Some are outdated like one from 1999.

There was one site that had 99 primers (a torrent file though)
thx, v helpfull. Didnt think of that.


Not sure how useful this is but I have a primer on Banking.

« Last Edit: December 09, 2013, 09:21:47 PM by fareastwarriors »

Packer16

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #106 on: December 09, 2013, 04:35:38 PM »
The latest book I read and am giving to the folks who work for me for Xmas is "The Manual of Ideas".  The other greats are "The Most Important Thing Illuminated", "Intelligent Investor" w/o Jason Zwieg's notes, The Little Book the Builds Wealth, How to Make Money in Junk Bonds, The Little Book of Behavioral Finance and You Can Be a Stock Market Genius.  There are also nice histories like The Great Wave, Devil Take the Hindmost, Benjamin Graham on Investing and The Crash and Its Aftermath.

Packer


one-foot-hurdles

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #107 on: December 09, 2013, 09:10:31 PM »
What is a good start to learn the telecom industry? I am looking into GNCMA, but feel no where near qualified to make a judgement so far. I am reading Malone's book, cable cowboys. Just start with reading 10k's? Found a book on amazon, but it seemed v technical, and had 800 pages :) . So that seems a bit too much for just one stock pick.

I've got an industry primer from 2007.
https://drive.google.com/file/d/0B7ZQujnVzj_9ZDNoWXZsbi16VzA/edit?usp=sharing

I've found it useful to Google "telecom industry primer" or whichever sector you're looking for. Sometimes it's easier to search by filetype in google as pdf.
Some are outdated like one from 1999.

There was one site that had 99 primers (a torrent file though)
thx, v helpfull. Didnt think of that.


Not sure how useful this is but I have a primer  for Banking.

tx fareastwarriors

MrB

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #108 on: December 10, 2013, 12:37:43 AM »
What is a good start to learn the telecom industry? I am looking into GNCMA, but feel no where near qualified to make a judgement so far. I am reading Malone's book, cable cowboys. Just start with reading 10k's? Found a book on amazon, but it seemed v technical, and had 800 pages :) . So that seems a bit too much for just one stock pick.

I've got an industry primer from 2007.
https://drive.google.com/file/d/0B7ZQujnVzj_9ZDNoWXZsbi16VzA/edit?usp=sharing

I've found it useful to Google "telecom industry primer" or whichever sector you're looking for. Sometimes it's easier to search by filetype in google as pdf.
Some are outdated like one from 1999.

There was one site that had 99 primers (a torrent file though)
thx, v helpfull. Didnt think of that.


Not sure how useful this is but I have a primer  for Banking.

tx fareastwarriors

http://equity-research.com/reports/

phil_Buffett

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #109 on: December 10, 2013, 01:02:46 AM »
The latest book I read and am giving to the folks who work for me for Xmas is "The Manual of Ideas".  The other greats are "The Most Important Thing Illuminated", "Intelligent Investor" w/o Jason Zwieg's notes, The Little Book the Builds Wealth, How to Make Money in Junk Bonds, The Little Book of Behavioral Finance and You Can Be a Stock Market Genius.  There are also nice histories like The Great Wave, Devil Take the Hindmost, Benjamin Graham on Investing and The Crash and Its Aftermath.

Packer



thanks packer  :) :)