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Archives for September 2010
The Dividend Matters
Buffett: Regenerative Capacity of Capitalism
The Public-Utility Function
John Bogle: Capitalism & Casinoism
Peter Lynch: Temperament vs Intelligence
Munger: Changing the Power Source
Buffett: The Disguised Bond
Salesforce.com's Valuation
Large Cap Tech
Grantham: "Decline in Standards"
Charlie Munger: Snare and a Delusion
Microsoft: An Underleveraged, Low P/E Stock
Buffett: Prospects for a Double-Dip Recession
Johnson & Johnson: An Underleveraged Stock
The Danger of Short-Term Debt
Work Horses & Race Horses
Starved For Capital
Sanofi-Aventis: How Not to Spend $18.5 Billion
Buffett on Derivatives
Bonds vs Stocks
Strangest Currency
Buffett on the Competitive Nature of Corporate Acquisitions: Berkshire Shareholder Letter Highlights
Whitney Tilson: Undervalued Blue Chip Equities
Misallocation of Capital
World's Safest Banks 2010
Investing Models
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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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The Dividend Matters
Buffett: Regenerative Capacity of Capitalism
The Public-Utility Function
John Bogle: Capitalism & Casinoism
Peter Lynch: Temperament vs Intelligence
Munger: Changing the Power Source
Buffett: The Disguised Bond
Salesforce.com's Valuation
Large Cap Tech
Grantham: "Decline in Standards"
Charlie Munger: Snare and a Delusion
Microsoft: An Underleveraged, Low P/E Stock
Buffett: Prospects for a Double-Dip Recession
Johnson & Johnson: An Underleveraged Stock
The Danger of Short-Term Debt
Work Horses & Race Horses
Starved For Capital
Sanofi-Aventis: How Not to Spend $18.5 Billion
Buffett on Derivatives
Bonds vs Stocks
Strangest Currency
Buffett on the Competitive Nature of Corporate Acq...
Whitney Tilson: Undervalued Blue Chip Equities
Misallocation of Capital
World's Safest Banks 2010
Investing Models
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