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- Comment On Buffett’s Early Partnership Letters And Latest Activities
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- 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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- 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: November 2012
Thoughts on Apple and Latest Porfolio Actions
Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading
Posted in General
Tagged AAPL, AMAT, android, apple, Applied Materials, Dell, GOOG, intc, Intel, Microsoft, WDC, Western Digital
14 Comments
More On Portfolio Size
I already talked a bit here about how big a portfolio should be. There is no single answer, it depends on each ones investing philosophy. Buffett has hundreds of mini positions he uses basically to get their reports by mail … Continue reading
Posted in General
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