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Monthly Archives: April 2011
Stock Market Leaked Research on Google by Citibank
“Updating The Long Thesis” report, we view our core Long Thesis on GOOG as well-intact: 1) There is still solid secular growth ahead for Internet Advertising, given that at best 15% of global advertising/marketing dollars are currently online; 2) Search … Continue reading
Jamie Dimon, letter to shareholders notes
The European Union (EU) is one of the great collective endeavors of all time where participating countries are striving to form a permanent union of nations for the benefit of all their citizens. In the short run, i.e., in the … Continue reading
Berkshire Hathaway Board
Berkshire Hathaway Board: Who Are They? The director ranks are stacked with heavy hitters. It’s also a fairly gray-haired bunch. Of the 12 directors, seven are 69 years old or older, and most of the board members have long-standing business … Continue reading
Posted in Buffett
Tagged Bill Gates, Charlie Munger, David Sokol, Donald Keough, Walter Scott Jr., Warren Buffett
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Berkshire’s Annual Meeting transcripts 2010/2011
These are very good and complete notes, of the 2011 and 2010 annual meeting, for download in a pdf file for those who have time: 2011-Berkshire-Annual-Meeting-Notes 2010-Berkshire-Annual-Meeting-Notes And here below are stripped down notes, for the recent 2011 meeting, about … Continue reading
Jaime Barros Pérez Cotapos
Excellent article over my grandfather Jaime Barros Pérez Cotapos. Written by Agustin Squella in “El Mercurio” on the 27th July of the year 2000. He is along with Buffett the person who most influence has had on me (not because … Continue reading
Goldman’s Facebook Offer
Sounds like a spam letter ?: “When you have a chance I wanted to find a time to discuss a highly confidential and time sensitive investment opportunity in a private company that is considering a transaction to raise additional capital. … Continue reading
A Goldman Unit Is Said to Have Rejected Facebook – NYTimes.com
This values Facebook at 50 billions / 400 million earnings = 125 times 2010 earnings, an equivalent p/e of 125 based in 2010 earnings !: Richard A. Friedman, a longtime Goldman partner, decided the Facebook deal was not suitable for … Continue reading
FACEBOOK DETAILS LEAKED: Company Is Much More Profitable Than Everyone Thought
Facebook generated $200 million of net income in 2009, on $777 million of revenue. This approximate revenue figure was known, but the net income figure was not. The 25% net profit margin implied by these figures is much higher than … Continue reading
