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Category Archives: General
Comment On Buffett’s Early Partnership Letters And Latest Activities
I here below talk about what I’ve done lately. I address it like a mail because it’s based on what I just sent to a fellow investor friend from Germany: Hi T, Thanks, I’m doing quite fine. I’m building a … Continue reading
What Does Martin Whitman’s Funds Manager Think Of Applied Materials?
Martin Whitman is the Chairman of the board of Third Avenue Funds. Here is what Ian Lapey, the manager of his Value Fund thinks of Applied Materials (source: Third Avenue 2012 second Quarter Shareholder Letter): In March, I attended the … Continue reading
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Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
This article is published in Gurufocus. It can be read here: Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance Cheers! jrv
“How to Win Friends and Influence People” – A Great Book I Learned About Thanks To Warren Buffett… Plus A Great Poem!
When I read the Snowball it stroke me how sensible Warren Buffet was towards criticism and how much his critical mother’s behavior affected him and his elder sister. In that book it is mentioned that one of the best things … Continue reading
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
