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Archives for October 2010
Buffett on Stock Valuations
Apple's $ 51 Billion Pile of Cash
Peter Lynch: Investing Principles
Who'll Manage Berkshire's Billions?
Stocks to Watch
Buffett: Forget Gold, Buy Stocks
Buffett on Manic-depressive Lemmings: Berkshire Shareholder Letter Highlights
Buffett on Diversification
Roubini Revelations & Prechter Plunges
Coca-Cola's 3Q 2010 Earnings
Buffett's $ 200 Billion Dollar Blunder
Worst Decade Since "Old Hickory"
Munger on Accountants
The IPO Downturn
Buffett: Stocks Clearly Cheaper than Bonds
Gold vs Productive Assets
Buffett on Acquisition Decisions: Berkshire Shareholder Letter Highlights
Altria Outperforms...Again
The Gorilla Suit
HFT: The Real Double Dip
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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...
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...
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...
Grantham on Bubbles
Excerpt from Grantham's most recent quarterly letter : ...asset bubbles don't spring out of the ground entirely randomly. They usual...
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Buffett on Stock Valuations
Apple's $ 51 Billion Pile of Cash
Peter Lynch: Investing Principles
Who'll Manage Berkshire's Billions?
Stocks to Watch
Buffett: Forget Gold, Buy Stocks
Buffett on Manic-depressive Lemmings: Berkshire Sh...
Buffett on Diversification
Roubini Revelations & Prechter Plunges
Coca-Cola's 3Q 2010 Earnings
Buffett's $ 200 Billion Dollar Blunder
Worst Decade Since "Old Hickory"
Munger on Accountants
The IPO Downturn
Buffett: Stocks Clearly Cheaper than Bonds
Gold vs Productive Assets
Buffett on Acquisition Decisions: Berkshire Shareh...
Altria Outperforms...Again
The Gorilla Suit
HFT: The Real Double Dip
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