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Archives for December 2009
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Behavioral Bias
Highly Probables: Berkshire Shareholder Letter Highlights
The Daily Journal
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Airlines: A Tough Business
AOL Goes Public...Again
$ 2 Million -----> $ 2 Trillion
Ackman on McDonald's
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Psychology of Human Misjudgment
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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...
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...
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...
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...
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 "...
Time for Dividends in Techland
This Barron's article that five large tech companies including: Apple ( AAPL ), Microsoft ( MSFT ), Google ( GOOG ), Cisco ( CSCO ) and...
2010 Berkshire Shareholder Letter: "Trigger Finger is Itchy" for Major Acquisitions
From the latest Berkshire Hathaway ( BRKa ) Shareholder Letter : We will need both good performance from our current businesses and more ma...
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Quotes of 2009
Behavioral Bias
Highly Probables: Berkshire Shareholder Letter Hig...
The Daily Journal
"Stock-Renters"
Stocks to Watch
Airlines: A Tough Business
AOL Goes Public...Again
$ 2 Million -----> $ 2 Trillion
Ackman on McDonald's
Investor Intelligence
Psychology of Human Misjudgment
Six Stock Portfolio Update
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