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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
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...
Blog Archive
2011
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February
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January
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2010
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December
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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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