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Archives for July 2010
Equities to Double in Five Years?
Grantham on "The Greatest-Ever Failure of Economic Theory"
Lowe's Free Cash Flow
Art of the Extreme Forecast
More on Forecasters
American Express 2Q 2010 Earnings
Yacktman 2Q 2010 Letter
The Herd Instinct: Correlation Soars
Earnings Reports: Coca-Cola, Wells Fargo, & U.S. Bancorp
Concentrated Positions in Outstanding Businesses: Berkshire Shareholder Letter Highlights
Buffett: Outer Scorecard vs Inner Scorecard
Stocks to Watch
Dr. Doom's Deputy
Liquid Assets
Grantham: Gold is "Last Refuge of the Desperate"
Buffett on Buying Stocks vs Making Acquisitions: Berkshire Shareholder Letter Highlights
Fortune Tellers
On Forecasting
Doug Kass: Fear & Forecasts
Soccer's Scoring Problem
O'Rourke: Make Soccer Less Boring
Altria vs Coca-Cola
Grantham on Quality Stocks Revisited
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Popular Post
Seatbelts, Safety, and Investing
In April of 2009 the NHTSA released the following : "Lower fatalities and higher seat belt use are trends we want to see," said Se...
Art of the Extreme Forecast
Here is an article in the Wall Street Journal by Jason Zweig on why it pays to say something extreme if you are in the prediction busines...
Altria vs Coca-Cola
A decade ago the S&P 500 index was at 1,475. Today, after a nice rally this week it sits at 1,070 so any investor that matched the perfo...
Charlie Munger Quotes
From the 2007 Wesco Annual Meeting : "How did Berkshire's track record happen? If you were an observer, you'd see that Warren ...
Stocks to Watch
Below is a list of stocks I'd like to own* at the right price. From my point of view, the shares listed are attractive long-term investm...
Buffett Would like to Buy All of These 2 Banks
....If he could . Warren Buffett tells shareholders that "I would love to buy all of US Bancorp or I would love to buy all of Wells Far...
Defensive Stocks Revisited
Yesterday, on CNBC's Strategy Session, Gary Kaminsky discussed the results of a new study by Interactive Data. The study showed less v...
Fear, Hope, & Greed
From Jeffrey Saut's most recent Minyanville article : ...if an investor began buying one dollar's worth of the SPX at the end of Sep...
Muhlenkamp - Companies with 8-10% FCF
"...today inflation is nominal, treasuries are what 3.5%, corporate are 4 to 5, we're finding very good companies with free cash fl...
James Grant on Economic Forecasting
An article from nymag.com on some of James Grant's latest thinking. The seemingly permanent bear going back to the 1980's has tu...
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Equities to Double in Five Years?
Grantham on "The Greatest-Ever Failure of Economic...
Lowe's Free Cash Flow
Art of the Extreme Forecast
More on Forecasters
American Express 2Q 2010 Earnings
Yacktman 2Q 2010 Letter
The Herd Instinct: Correlation Soars
Earnings Reports: Coca-Cola, Wells Fargo, & U.S. B...
Concentrated Positions in Outstanding Businesses: ...
Buffett: Outer Scorecard vs Inner Scorecard
Stocks to Watch
Dr. Doom's Deputy
Liquid Assets
Grantham: Gold is "Last Refuge of the Desperate"
Buffett on Buying Stocks vs Making Acquisitions: B...
Fortune Tellers
On Forecasting
Doug Kass: Fear & Forecasts
Soccer's Scoring Problem
O'Rourke: Make Soccer Less Boring
Altria vs Coca-Cola
Grantham on Quality Stocks Revisited
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