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Archives for July 2009
Recent Study on Investor Returns
High Growth Doesn't Equal High Investor Returns
Jeremy Grantham's 2Q Letter
Munger on Accounting
Coca-Cola's 2Q Earnings
Stocks to Watch
When Genius Failed...Again
Buy a Stock...Hope the Price Drops?
Stocks & Gravity
Art Cashin: The 17 Year Market Cycle
The Growth Myth Revisited
"For Trading, Not Eating"
Smart Money?
The Madness of Crowds
Orson Welles
Dick Bove on CNBC
Wall Street Journal - July 4th, 1930
Six Stock Portfolio Update
Pricing Power
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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...
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...
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...
Buffett: Sixfold Increase in Living Standards - 2010 Berkshire Shareholder Letter Highlights
From the 2010 Berkshire Hathaway ( BRKa ) Shareholder Letter : Last year – in the face of widespread pessimism about our economy – we demons...
Time for Dividends in Techland
This Barron's article that five large tech companies including: Apple ( AAPL ), Microsoft ( MSFT ), Google ( GOOG ), Cisco ( CSCO ) and...
Berkshire's Elephant Gun is Loaded
Here's a Wall Street Journal article on some of the possible takeover candidates for Berkshire Hathaway ( BRKa ). The acquisition targe...
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...
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...
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...
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Recent Study on Investor Returns
High Growth Doesn't Equal High Investor Returns
Jeremy Grantham's 2Q Letter
Munger on Accounting
Coca-Cola's 2Q Earnings
Stocks to Watch
When Genius Failed...Again
Buy a Stock...Hope the Price Drops?
Stocks & Gravity
Art Cashin: The 17 Year Market Cycle
The Growth Myth Revisited
"For Trading, Not Eating"
Smart Money?
The Madness of Crowds
Orson Welles
Dick Bove on CNBC
Wall Street Journal - July 4th, 1930
Six Stock Portfolio Update
Pricing Power
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