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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
Munger's Parable
Here's a new article in Slate by Charlie Munger. A parable about how one nation came to financial ruin It starts by describing a ficti...
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...
2010 Berkshire Shareholder Letter: $ 66 Billion in Cost-free "Deposits"
Actually, even better than cost-free... From the latest Berkshire Hathaway ( BRKa ) Shareholder Letter : At Berkshire, we have now o...
Buffett: Building A Company of Giants - Berkshire Shareholder Letter Highlights
From the 1986 Berkshire Hathaway ( BRKa ) Shareholder Letter : Charlie Munger, our Vice Chairman, and I really have only two jobs. One is t...
Munger on Investing, Money Mgmt, GM, and the Zero Sum Game
Some miscellaneous quotes by Charlie Munger (from the 2005 Wesco Annual Meeting): Investing at Berkshire Our future prospects are way worse ...
Grantham on Bubbles
Excerpt from Grantham's most recent quarterly letter : ...asset bubbles don't spring out of the ground entirely randomly. They usual...
Berkshire Hathaway 4th Quarter 2009 13F-HR
Based upon the most recent 13F-HR filing released yesterday, Berkshire Hathaway ( BRKa ) reduced its holdings in the following stocks: Johns...
China's Economic Stability
From Jeremy Grantham's 2Q letter ( link to my recent post): My colleague, Edward Chancellor, strongly suspects that the Chinese economy...
Berkshire Hathaway 3rd Quarter 2010 13F-HR
Berkshire Hathaway's ( BRKa ) 3rd Quarter 2010 13F-HR was released yesterday. Equities Purchased Buffett continues to build on his 2nd ...
Coca-Cola's CEO: "North America will be a growth market"
Some comments from Coca-Cola's CEO Muhtar Kent during the 2Q Earnings Conference Call: Coca-Cola Q2 2010 Earnings Call Transcript "...
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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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