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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)
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Monthly Archives: January 2013
Latest Activities And A Few Words On Intel
I have been focusing a bit on Intel, it starts to seem interesting again… I want to be prepared to add more if necessary so my time and thoughts are mostly focused there lately. It’s one of the few companies … Continue reading
Who Is Interested In Dell Going Private ?
This article has been published in Gurufocus in the following link: Who Is Interested In Dell Going Private ? Cheers! jrv
Some initial thoughts on Xyratex, an apparent bargain.
Xyratex is mainly an enterprise storage solutions supplier (to NetApp, EMC, Dell, Hewlett Packard, IBM…) and to a much smaller extent an equipment supplier to the hard drive manufacturers (Seagate and Western Digital) When I found about it last week … Continue reading
How does your typical day-to-day and work week looks like ?
I replied the following as an answer to the question on the post title: Hi G., My workday is dedicated mostly to read. Mainly information about the companies I own: SEC fillings; conference calls; investors presentations; company reports; news; blogs… … Continue reading
A thought on the US stock market
If I had to make a guess I would say that with the huge amount of US debt and the governments dependency on companies stocks must go up and common workers real incomes go down. That’s because the debt is … Continue reading
Posted in General
5 Comments
Working and investing at the same time ?
As an answer to someone who asked me why I do not go back to work on IT in order to have two sources of income I replied something like the following … It comes down to this: time is … Continue reading
Posted in General
12 Comments
Performance 2012 … and best wishes for 2013 !
Just checked my brokerage accounts that my 2012 return was 18.49% (after taxes and commissions). I usually do not use leverage, maybe I will one day if the market falls enough. 19% of my money dedicated to invest is in … Continue reading
Must read for Berkshire Hathaway fans
This is the best valuation article I’ve read about Berkshire Hathaway: Omaha Hold ‘Em: Going All-In On Berkshire Hathaway Fortunately it’s about my favorite company and 2nd biggest holding. Christopher Owens, the author, has work experience at an investment bank … Continue reading
