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- What Does Martin Whitman’s Funds Manager Think Of Applied Materials?
- Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
- “How to Win Friends and Influence People” – A Great Book I Learned About Thanks To Warren Buffett… Plus A Great Poem!
- Latest Activities And A Few Words On Intel
- Who Is Interested In Dell Going Private ?
- Some initial thoughts on Xyratex, an apparent bargain.
- How does your typical day-to-day and work week looks like ?
- A thought on the US stock market
- Working and investing at the same time ?
- Performance 2012 … and best wishes for 2013 !
- Must read for Berkshire Hathaway fans
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- anon.coder on Comment On Buffett’s Early Partnership Letters And Latest Activities
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
- jrv on XIV historical data and pricing model since VIX futures available (2004)
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
- Daniel Webb on Performance 2012 … and best wishes for 2013 !
- jrv on Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
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Monthly Archives: May 2011
WordSocial test to publish in Facebook, Twitter and LinkeIn via Press-this
“15. Does the company have a management of unquestionable integrity?” – Philip A. Fisher – “One of the Fifteen points to look for in a common stock” “5. Does the company have a worthwhile profit margin?” – Philip A. Fisher … Continue reading
Another WordSocial test
“Our favourite holding period is forever.” -Letter to Berkshire Hathaway shareholders, 1988 “10. How good are the company’s cost analysis and accounting methods? – Philip A. Fisher – “One of the Fifteen points to look for in a common stock” … Continue reading
WordSocial 0.41 test (press this post sent to Facebook)
“I think a lot of people initially thought that the ‘e’ in e-business was more important than the business.” – Michael Dell Men are born ignorant, not stupid. They are made stupid by education. – Bertrand Russel “Risk comes from … Continue reading
Is it time to invest in Japan?
I was surprised to read somewhere that 65% of the Japanese stocks were trading at or below book value, whereas the average for the S&P 500 is above two times book. I checked the Japanese index and realized it was … Continue reading
List of Municipal Bond ETFs | Muni ETF Lists | Muni ETF Bond List
Here is a list of municipal bonds, I am studying the possibility to short them, as a hedge against inflation, probably the longest term one, 2017, because they are more sensible to inflation. I like to short an etf because … Continue reading
How do I protect myself against inflation?
A friend, lets identify him by Mr. P., recently contacted me, here is what he said: Mr. P.: jrv, First, I want to thank you for the excellent work you’re doing with your blog. There’re tons of very good, well-processed … Continue reading
Buffet and his United States Gypsum (USG) purchases
I want to reconstruct the USG purchases done by Warren Buffett. It was one of my best profits for the period 2008/2010. After selling I rebought just a bit on the following dip during the European sovereign panic last year … Continue reading
Posted in Buffett, Companies
Tagged Berkshire Hathaway, United States Gypsum, Warren Buffet
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Some thoughts about United States Gypsum, Munich Re and a bit on E.ON
From a mail to a fellow investor: Hi R., I like your approach of buying partially I always do that I sometimes buy even in up to 10 times. For Munich Re I think I already added 4 times recently. … Continue reading
Posted in Companies
Tagged inflation, Munich Re, Transatlantic Reinsurance Holdings, United States Gypsum
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