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- Performance 2012 … and best wishes for 2013 !
- Must read for Berkshire Hathaway fans
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Monthly Archives: December 2012
Martin Whitman: Reference To A Couple Of Interviews
Here you can read an interview with Martin Whitman. It pretty much resumes it’s investment philosophy based on what he calls the financial integrity approach. I had resumed it in the past post Sine qua non for an investment commitment. … Continue reading
Some Words On Share Buybacks II
Regarding Intel’s recent announced debt increase some general words can be said regarding buybacks. Something on the subject was already posted on part I here. Buying undervalued stock makes sense to me. Buffett says he will buy his company stocks … Continue reading
Bill Ackman on Herbalife and his “old” comments on Hewlett Packard
Here is a part of a transcript from an interview made to Bill Ackman in October 5 2011 on Bloomberg TV. Fortunately he did not invest in Hewlett Packard back then: “We have gotten over the last several months probably … Continue reading
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
Some Words On Share Buybacks
If the stock price is cheap and debt issuance is at record lows buying shares with debt is a wise decision. I would not like to see this done if the stock was overvalued or debt was expensive. Value would … Continue reading
What Have I Done This Year ?
This post is to have an overview of my latest actions year to date. Sometimes I am under the impression that I do little, which actually is a very nice feeling. I prefer inaction and to just do things after … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Banco Santander, Cisco, Dell, intc, Intel, SAN, Tesco, WDC, Western Digital
8 Comments
