Search this blog
-
Recent Posts
- Comment On Buffett’s Early Partnership Letters And Latest Activities
- 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
Recent Comments
- jrv on Comment On Buffett’s Early Partnership Letters And Latest Activities
- 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
Who's Online
7 visitors online now5 guests, 2 bots, 0 members
Investing SearchTags
adsense AMAT android apple Austrian economic school backwardation Banco Santander Benjamin Graham Berkshire Hathaway bonds books Brazil Charlie Munger Cisco contango David Sokol Dell E.ON Facebook Google hedge inflation intc Intel Ludwig Von Mises Microsoft Munich Re Philip Carret Philip Fisher plugin profitable Robert Rodriguez Seth Klarman T-Bonds TLT United States Gypsum US dollar USG vix volatility vxx Warren Buffett WDC Wells Fargo Western Digital
Monthly Archives: February 2012
Speech to Institute for Private Investors – By Robert L. Rodriguez
Selection from an excellent speech by Robert Rodriguez, one of the very few investors I follow. His track record and positioning for the last 2 crashes (2000 and 2008) speaks for itself. His strategic view on macro-economics is very interesting … Continue reading
Tesco Plc: an undervalued retailer
This article has been posted in Gurufocus, if you like it please don’t forget to vote high for it. They pay me a bit depending on the quality, measured by traffic and votes and most importantly it gives much more … Continue reading
Fortune’s magazine adaptation from Buffett’s upcoming shareholder letter
Warren Buffett is the man whose investing philosophy makes more sense to me, not that I agree 100% with all his actions or opinions, but he definitely is the person that comes closer to my investment ideas. Probably not so … Continue reading
Sine qua non for an investment commitment
Sine qua non: Latin, or condicio sine qua non (plural: condiciones sine quibus non) refers to an indispensable and essential action, condition, or ingredient. It was originally a Latin legal term for “[a condition] without which it could not be,” … Continue reading
Portfolio Performance Evaluation And Some Thoughts
The first table shows the relative returns of my portfolio, a part of which can be seen here, compared to the S&P total return for the last years. Both returns include dividends. The second table shows the absolute results and … Continue reading
Posted in General
Tagged Benjamin Graham, BNI, Philip Fisher, Robert Rodriguez, Seth Klarman, United States Gypsum, USG, Warren Buffett, WDC, Western Digital
16 Comments
Allan Mecham
It is recomforting to see how applying Buffett-like strategies can have excellent results on a small portfolio. Allan Mecham exemplifies it. He dropped out of college because he was too busy running his own investment firm and reading a lot … Continue reading
List of my favorite investing books
I have sometimes talked about the books I read in this blog. What I consider the essential investing books were discussed in one of my first posts. Books change or shape your ideas and can have a deep influence on … Continue reading
Why I am short US Treasuries
This is one of my comments to an excellent article on another guy that is short TLT. Adding to his 3 reasons I give some reasons more of why I am short TLT: Excellent article Simon, very clear view, same … Continue reading
