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- Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
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- Latest Activities And A Few Words On Intel
- Who Is Interested In Dell Going Private ?
- Some initial thoughts on Xyratex, an apparent bargain.
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- 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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- 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)
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Monthly Archives: March 2012
Sold out USG – United States Gypsum
It has reached what I consider to be fair value. That fair value has been going down due to the longer than expected (by me) recovery in housing. Since 2007 up until now the fair value of the company has … Continue reading
Sold out my Jefferies Bonds
I just sold the few Jefferies bonds that I bought back in November. I bought them for 84.75% face value and yielding more than 13% at the time when the rumors spread that it was the next investment banking to … Continue reading
