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Archives for December 2010
Quotes of 2010
Charlie Munger on LTCM & Overconfidence
Buffett on Stock Buybacks - Part II: Berkshire Shareholder Letter Highlights
iPad Rivals: "Not Ready for Prime Time"
Ending the Cisco Skid
Buffett on Stock Buybacks: Berkshire Shareholder Letter Highlights
Buffett on Short Selling
Buffett on Acquisitions
Munger on Black-Scholes
More From Nassim Taleb
Wells Fargo: Require Banks to Retain More Loans
Markets, Psychology, & the Business Cycle
Microsoft: Leveraged Recap?
Einhorn on Pfizer
China's Stock Market
Ben Graham: Low Quality, Favorable Business Conditions
Van Den Berg on Microsoft
Yacktman on Pepsi & Coca-Cola
The Preferred Destination
Buffett on High Quality Business Owners: Berkshire Shareholder Letter Highlights
Facebook: Optimized Dopamine Trigger System?
Financialization of Copper
I, Pencil
Capital Market Dysfunctionality
Buffett's Business Principles: Berkshire Shareholder Letter Highlights
Buffett on Allocating Capital
Edison on Gold: Fictitious Value & Superstition
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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...
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...
Blog Archive
2011
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March
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February
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January
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2010
(231)
December
(27)
Quotes of 2010
Charlie Munger on LTCM & Overconfidence
Buffett on Stock Buybacks - Part II: Berkshire Sha...
iPad Rivals: "Not Ready for Prime Time"
Ending the Cisco Skid
Buffett on Stock Buybacks: Berkshire Shareholder L...
Buffett on Short Selling
Buffett on Acquisitions
Munger on Black-Scholes
More From Nassim Taleb
Wells Fargo: Require Banks to Retain More Loans
Markets, Psychology, & the Business Cycle
Microsoft: Leveraged Recap?
Einhorn on Pfizer
China's Stock Market
Ben Graham: Low Quality, Favorable Business Condit...
Van Den Berg on Microsoft
Yacktman on Pepsi & Coca-Cola
The Preferred Destination
Buffett on High Quality Business Owners: Berkshire...
Facebook: Optimized Dopamine Trigger System?
Financialization of Copper
I, Pencil
Capital Market Dysfunctionality
Buffett's Business Principles: Berkshire Sharehold...
Buffett on Allocating Capital
Edison on Gold: Fictitious Value & Superstition
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