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Archives for February 2011
Buffett: Sixfold Increase in Living Standards - 2010 Berkshire Shareholder Letter Highlights
2010 Berkshire Shareholder Letter: "Trigger Finger is Itchy" for Major Acquisitions
Buffett: Fear & Greed Epidemics - Berkshire Shareholder Letter Highlights
Fairholme's Berkowitz on B of A, Goldman Sachs, and Sears
Isaac Newton, The Investor
Time for Dividends in Techland
Buffett On Pricing Power
ConocoPhillips CEO's Novel Idea: Share the Wealth
Peter Lynch: The "Cocktail Party" Theory
Sanofi-Aventis to Buy Genzyme for More Than $ 20 Billion
Berkshire Hathaway 4th Quarter 2010 13F-HR
Barron's: ...And the Award Goes to Apple!
Grantham on Bubbles
Buffett Wisdom
Fairholme Fund Portfolio Update
Buffett: Building A Company of Giants - Berkshire Shareholder Letter Highlights
Whitney Tilson's Two Largest Positions: MSFT & BRKa
Why Stocks are Acting Like Commodities
Yacktman Portfolio: Big Cap Household Names
Grantham: Weak Force Becomes a Monster
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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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Buffett: Sixfold Increase in Living Standards - 20...
2010 Berkshire Shareholder Letter: "Trigger Finger...
Buffett: Fear & Greed Epidemics - Berkshire Shareh...
Fairholme's Berkowitz on B of A, Goldman Sachs, an...
Isaac Newton, The Investor
Time for Dividends in Techland
Buffett On Pricing Power
ConocoPhillips CEO's Novel Idea: Share the Wealth
Peter Lynch: The "Cocktail Party" Theory
Sanofi-Aventis to Buy Genzyme for More Than $ 20 B...
Berkshire Hathaway 4th Quarter 2010 13F-HR
Barron's: ...And the Award Goes to Apple!
Grantham on Bubbles
Buffett Wisdom
Fairholme Fund Portfolio Update
Buffett: Building A Company of Giants - Berkshire ...
Whitney Tilson's Two Largest Positions: MSFT & BRKa
Why Stocks are Acting Like Commodities
Yacktman Portfolio: Big Cap Household Names
Grantham: Weak Force Becomes a Monster
Buffett: Profiting from Lack of Change
Top 3 Brands: Apple, Google, & BMW
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