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Daily Archives: April 21, 2011
Wisdom from Philip A. Fisher
Philip A Fisher was an outstanding investor, he managed a small group of clients (around 10) in California. He died at 96 and is one of Charlie Munger’s heroes. Munger talked to him to Warren Buffet and had a big … Continue reading
Posted in Books, Buffett, General
Tagged books, Charlie Munger, investors, Philip Fisher, value, Warren Buffett
6 Comments
Out of WDC (almost)
I’m basically out, I just kept a 100 shares and 2 calls short. I think the stock is correctly valued, not anymore as cheap as when I bought. This was my biggest holding and did not feel comfortable having such … Continue reading
Posted in Buffett, WDC
Tagged hdd, Hitachi, pricing power, quotes, realized profit, ssd, Warren Buffett, Western Digital
3 Comments









