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- 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
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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: October 2012
HDD Disruption
WDC is one of my investments. This year until quite recently I added 140 more shares, mostly between 28 and 35. Biggest part in the low range. I have not added much more because of some of the reasons I … Continue reading
Thoughts on Hewlett Packard and Dell
I basically commented this with with a fellow investor: My problem with Hewlett Packard is that I see the cheapness and appreciate the current CEO but the last years had an earnings run up which I have my doubts is … Continue reading
Portfolio Size
Someone just asked something I would like to post since it is a question I have heard several times and I always basically respond the same: *********** Hi JRV, “The average small investor needs a certain amount of diversification, but … Continue reading
