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Archives for November 2010
Favorite Rationalizations: Berkshire Shareholder Letter Highlights
The Banking Power Utility
Shaq Still Dominates around Basket (of fries)
Ackman's 3Q 2010 Letter
Berners-Lee: Facebook Could Fragment Web
Munger on Buying Gold
Buffett, Unplugged
Buffett on Bankers & Barbers: Berkshire Shareholder Letter Highlights
Berkshire Hathaway 3rd Quarter 2010 13F-HR
China's Stock Market
Grantham: High Growth Doesn't Equal High Returns
Fairholme Portfolio Update
Bogle: Professional Security Analysts
"Accounting" vs "Economic" Earnings: Berkshire Shareholder Letter Highlights
Thomas Edison on Gold
Deflation/Inflation & High Quality Businesses
Bogle on Financial Innovation
Short Sellers: "Don't Make Markets More Efficient"
Grantham on Gold: The "Faith-based Metal"
Google: A One-Trick Pony?
Bogle on Corporate Governance
Portfolio Theory & Diversification
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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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Favorite Rationalizations: Berkshire Shareholder L...
The Banking Power Utility
Shaq Still Dominates around Basket (of fries)
Ackman's 3Q 2010 Letter
Berners-Lee: Facebook Could Fragment Web
Munger on Buying Gold
Buffett, Unplugged
Buffett on Bankers & Barbers: Berkshire Shareholde...
Berkshire Hathaway 3rd Quarter 2010 13F-HR
China's Stock Market
Grantham: High Growth Doesn't Equal High Returns
Fairholme Portfolio Update
Bogle: Professional Security Analysts
"Accounting" vs "Economic" Earnings: Berkshire Sha...
Thomas Edison on Gold
Deflation/Inflation & High Quality Businesses
Bogle on Financial Innovation
Short Sellers: "Don't Make Markets More Efficient"
Grantham on Gold: The "Faith-based Metal"
Google: A One-Trick Pony?
Bogle on Corporate Governance
Portfolio Theory & Diversification
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