Davy Bui
In classic maven fashion, Davy Bui started off a software engineer, toured nationally as a musician, campaigned in elections as a political hack, only to end up a Wall Street junkie -- in short, a solid base to develop a consilience or latticework approach to investing (a la Mauboussin and Munger). He focuses on financial markets using a perspective as much Main Street as Wall Street. By adapting the strategies of Graham, Buffett, Lynch, Munger, Greenblatt and Bill Gross among others, he evaluates general investment strategies and specific stock recommendations by combining macro-economic themes, in-depth business & industry analysis, delegation via emphasis on top-notch management and risk mitigation via margin-of-safety requirements. He believes individual investors can sidestep the Wall Street spectacle and earn above-average returns by leveraging their unique experiences and worldview with a long-term investment outlook.
Find his views on investing and the economy among other subjects at his Enlightened-American website.
Visit his blog, Davy at the Radar Station.
Davy Bui's Latest Articles
- LCA-Vision: Possible Value Trap
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Hedging Your Bet With American Capital Strategies
on May 15, 2008 about ACAS
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Smallcap Shipper Horizon Lines Battered by Several Storms
on May 06, 2008 about HRZ
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Ensco International Q1 '08 Performance Review
on May 01, 2008 about ESV
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Book Review: China's Fragile Superpower, by Susan Shirk
on Apr 29, 2008
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Penn West Energy Needs to Show Investors Its Worth
on Apr 23, 2008 about PWE
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A Warning in the Bond Market
on Apr 17, 2008 about IEF
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Book Review: 'The Dhandho Investor' by Mohnish Pabrai
on Apr 15, 2008
-
GE Miss: A Sentiment Changer for the Market?
on Apr 13, 2008 about GE
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Raising Chesapeake Energy's Intrinsic Value Estimates
on Apr 07, 2008 about CHK
- Barron's Misses the Other Side of the Commodities Story
- Burst Bubble? Commodities' Long-Term Story Remains Intact
-
Book Review: Bruce Greenwald's Value Investing
on Mar 17, 2008
- Commodities: Bubble or Wall of Worry?
- The Long Case for Minefinders Corp.
- True Wall of Worry Lies in Commodities, Not Equities
-
Telecom Corp. of New Zealand: Q2 Update
on Feb 27, 2008 about NZT
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Selling Teck Cominco - I've Lost Confidence in Management
on Feb 26, 2008 about TCK
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SK Telecom: Competition Hurting Bottom Line
on Feb 15, 2008 about SKM
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Devon Energy's Growth Plans Falling Into Place
on Feb 13, 2008 about DVN
- SK Telecom: Market Leader On Sale
- The Fed Risks Impotency with Latest Panic Cut
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Bonds vs. Equities and the Unsustainable Yield Paradox
on Jan 16, 2008
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Horizon Lines: Free Cash Flow Cow Looks Cheap
on Jan 15, 2008 about HRZ
- Central Banks Keep Rates Unchanged, Further Pressuring the Fed
-
American Capital's Value Continues To Improve Despite Writedowns
on Jan 08, 2008 about ACAS
- Answering Readers Questions on Gold, Penn West Energy
- Pundits Calling for 10-Year Notes at 2.5%
-
The Long Case for Ensco International
on Dec 12, 2007 about ESV
- The Government's Subprime 'Bailout' Plan Will Kill the Housing Market
-
Going Long Agriculture, Jim Rogers Style
on Dec 04, 2007 about RJA
- Penn West Energy Trust: Q3 Results; Merger With Canetic
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