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
-
Book Review: 'The Aggressive Conservative Investor' by Martin Whitman
on Sep 17, 2008
-
American Capital Q2 2008 Earnings Update
on Aug 27, 2008 about ACAS
- Q2 2008 Portfolio Moves: David Winters, T. Boone Pickens, Jim Puplava
- 2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
- Chesapeake Energy: Earnings and Shale Drama
- Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves
-
Penn West Energy Q2 Earnings Update
on Aug 14, 2008 about PWE
-
Cryptologic Pre-Earnings (Non-)Assessment
on Aug 07, 2008 about CRYP
-
Ensco Q2 2008 Earnings Update
on Jul 31, 2008 about ESV
-
Re-examining My American Capital Strategies Position
on Jul 24, 2008 about ACAS
- Review of Current Losing Positions: NZT, ACAS, SKM, GE
-
Minefinders: Racing Against the Clock to Production
on Jul 01, 2008 about MFN
-
Adding to My GE Position
on Jun 27, 2008 about GE
- What Mohnish Pabrai Didn't Know Hurt Him Badly
-
U.S. Seeing More Inflation Than Anyone: See Whirlpool For Proof
on Jun 19, 2008 about WHR
-
SK Telecom in Holding Pattern
on Jun 11, 2008 about SKM
-
Chesapeake Energy Reverts to Resource Acquisition Mode
on Jun 03, 2008 about CHK
-
Evaluating a Negative View on American Capital Strategies
on May 30, 2008 about ACAS
-
Penn West Energy: More Questions Than Answers
on May 22, 2008 about PWE
- 2008 Q1 13F-HR Filings: The Speculative Edition
- More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez
- Latest Peek Inside the Portfolios of Klarman, Witmer, Third Ave.
- LCA-Vision: Possible Value Trap
-
Hedging Your Bet With American Capital Strategies
on May 15, 2008 about ACAS
-
Smallcap Shipper Horizon Lines Battered by Several Storms
on May 06, 2008 about HRZ
-
Ensco International Q1 '08 Performance Review
on May 01, 2008 about ESV
-
Book Review: China's Fragile Superpower, by Susan Shirk
on Apr 29, 2008
-
Penn West Energy Needs to Show Investors Its Worth
on Apr 23, 2008 about PWE
-
A Warning in the Bond Market
on Apr 17, 2008 about IEF
-
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
-
Raising Chesapeake Energy's Intrinsic Value Estimates
on Apr 07, 2008 about CHK
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Tools & Widgets
- Stock Market Toolbar
- Stock Search Add-on
- Power Search
- Email Alerts
- Live Feeds (RSS)
- Legal
- Terms of Use
- Privacy
- Copyright
- Advertise
Want to talk to our community?
Got something interesting to say?
- Advertise with Us

Latest Commentson Davy Bui's Articles