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Archives for December 2010
Quotes of 2010
Charlie Munger on LTCM & Overconfidence
Buffett on Stock Buybacks - Part II: Berkshire Shareholder Letter Highlights
iPad Rivals: "Not Ready for Prime Time"
Ending the Cisco Skid
Buffett on Stock Buybacks: Berkshire Shareholder Letter Highlights
Buffett on Short Selling
Buffett on Acquisitions
Munger on Black-Scholes
More From Nassim Taleb
Wells Fargo: Require Banks to Retain More Loans
Markets, Psychology, & the Business Cycle
Microsoft: Leveraged Recap?
Einhorn on Pfizer
China's Stock Market
Ben Graham: Low Quality, Favorable Business Conditions
Van Den Berg on Microsoft
Yacktman on Pepsi & Coca-Cola
The Preferred Destination
Buffett on High Quality Business Owners: Berkshire Shareholder Letter Highlights
Facebook: Optimized Dopamine Trigger System?
Financialization of Copper
I, Pencil
Capital Market Dysfunctionality
Buffett's Business Principles: Berkshire Shareholder Letter Highlights
Buffett on Allocating Capital
Edison on Gold: Fictitious Value & Superstition
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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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2011
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2010
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December
(27)
Quotes of 2010
Charlie Munger on LTCM & Overconfidence
Buffett on Stock Buybacks - Part II: Berkshire Sha...
iPad Rivals: "Not Ready for Prime Time"
Ending the Cisco Skid
Buffett on Stock Buybacks: Berkshire Shareholder L...
Buffett on Short Selling
Buffett on Acquisitions
Munger on Black-Scholes
More From Nassim Taleb
Wells Fargo: Require Banks to Retain More Loans
Markets, Psychology, & the Business Cycle
Microsoft: Leveraged Recap?
Einhorn on Pfizer
China's Stock Market
Ben Graham: Low Quality, Favorable Business Condit...
Van Den Berg on Microsoft
Yacktman on Pepsi & Coca-Cola
The Preferred Destination
Buffett on High Quality Business Owners: Berkshire...
Facebook: Optimized Dopamine Trigger System?
Financialization of Copper
I, Pencil
Capital Market Dysfunctionality
Buffett's Business Principles: Berkshire Sharehold...
Buffett on Allocating Capital
Edison on Gold: Fictitious Value & Superstition
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