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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
The Dividend Matters
Why dividends (especially when reinvested) are a much bigger deal than some realize... Reinvested dividends actually make up almost the enti...
High-Speed Trading & Quality Large Caps
In this Barron's interview , Morris Mark makes the following notable points: - High-speed traders pull out about $ 20 billion/year from...
Diageo Dividend Stock Analysis
Diageo's ( DEO ) brands include Johnnie Walker, Smirnoff, Baileys, Captain Morgan, JOse Cuervo, J&B Scotch, Tanqueray, and Guinness ...
Volatility Villains
This article , in the most recent issue of Barron's Magazine , says that "the biggest floating crap game" is run on Wall ...
Weitz: Undervalued Large Caps
From the Weitz Quarterly Letter : During the late 1990’s, large capitalization growth stocks—especially those with any connection to tech...
Bond Vigilantes
From a recent Wall Street Journal article : Remember the bond market vigilantes, that frightening band of financial marauders who once ...
Salesforce.com's Valuation
The list of stocks with price to earnings of 50x and higher has become pretty long. One example among many is Salesforce.com ( CRM ). The ma...
Klarman on Stocks
An excerpts from a Businessweek.com article on Seth Klarman: The problem, he said, is that except for a brief time in March 2009, "s...
The Gorilla Suit
Here are five behavioral impediments that contribute to bubbles repeatedly following the same path. By extension, I think it also helps expl...
Psychology of Human Misjudgment
This is from a talk given by Munger at Harvard in 1995 on the subject of human misjudgment and the system of psychology that Munger came u...
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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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