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Archives for September 2010
The Dividend Matters
Buffett: Regenerative Capacity of Capitalism
The Public-Utility Function
John Bogle: Capitalism & Casinoism
Peter Lynch: Temperament vs Intelligence
Munger: Changing the Power Source
Buffett: The Disguised Bond
Salesforce.com's Valuation
Large Cap Tech
Grantham: "Decline in Standards"
Charlie Munger: Snare and a Delusion
Microsoft: An Underleveraged, Low P/E Stock
Buffett: Prospects for a Double-Dip Recession
Johnson & Johnson: An Underleveraged Stock
The Danger of Short-Term Debt
Work Horses & Race Horses
Starved For Capital
Sanofi-Aventis: How Not to Spend $18.5 Billion
Buffett on Derivatives
Bonds vs Stocks
Strangest Currency
Buffett on the Competitive Nature of Corporate Acquisitions: Berkshire Shareholder Letter Highlights
Whitney Tilson: Undervalued Blue Chip Equities
Misallocation of Capital
World's Safest Banks 2010
Investing Models
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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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The Dividend Matters
Buffett: Regenerative Capacity of Capitalism
The Public-Utility Function
John Bogle: Capitalism & Casinoism
Peter Lynch: Temperament vs Intelligence
Munger: Changing the Power Source
Buffett: The Disguised Bond
Salesforce.com's Valuation
Large Cap Tech
Grantham: "Decline in Standards"
Charlie Munger: Snare and a Delusion
Microsoft: An Underleveraged, Low P/E Stock
Buffett: Prospects for a Double-Dip Recession
Johnson & Johnson: An Underleveraged Stock
The Danger of Short-Term Debt
Work Horses & Race Horses
Starved For Capital
Sanofi-Aventis: How Not to Spend $18.5 Billion
Buffett on Derivatives
Bonds vs Stocks
Strangest Currency
Buffett on the Competitive Nature of Corporate Acq...
Whitney Tilson: Undervalued Blue Chip Equities
Misallocation of Capital
World's Safest Banks 2010
Investing Models
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