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- 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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- 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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Tag Archives: Banco Santander
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
Recent Portfolio Actions With DELL, AXP and SAN
I sold at a decent profit five deep in the money Banco Santander Jan 2014 strike 5 calls bought in April when SAN was near its lows. I did not like the fact that the calls are not adjusted when … Continue reading
Some Thoughts On Europe
As a reply to Jimbot’s comment to my article Think Of Your Portfolio As A Business I wrote these thoughts on a possible Euro break up: ******************** Hi @Jimbot, Thanks my 4th kid is really lovely , another man, I’m … Continue reading
Some Thoughts About South American Banks
As a result of the question: ****************** I want to take this chance to ask you a quick question regarding South American banking stocks. Basically, I am putting together a short list of strong banks I want to invest in … Continue reading
Posted in General
Tagged Banco de Chile, Banco Santander, Banco Santander Brazil, Banco Santander Chile, HSBC
2 Comments
Added Banco Santander and initiated Tesco Plc
Today I added 5 Banco Santander strike 5 ADR call options with strike Jan 2014, bought at 220 dollars each. The bad thing: First of all let me say, that the script dividend achieves nothing, they only print shares and … Continue reading
Current market thoughts and some protective actions
I have hardly written lately because my time is taken by reading. Here are some books and the authors I recently read: 1) Human Action from Ludwig Van Mises. Fortunately this genius was brought to my attention by Phil Carret, … Continue reading
Shorting treasury bonds becoming serious & other weekly comments
30 year treasuries are now yielding 3.3%, the only “recent” time they yielded less was in the end 2008 / begin 2009 when they yielded a few days under 2.85%, due mainly to safe haven panic buying, and only in … Continue reading
Posted in General
Tagged Banco Santander, Banco Santander Brasil, bonds, inflation, T-Bonds, TLT, United States Gypsum, Warren Buffett, Wells Fargo
4 Comments
Deuda soberana y España
Esta es una conversacion por email con un tio mio que vive en Espana: Buenos dias jrvito, Que tal estais todos. Bieke i Miró bien? Hace dias que se está hablando hasta la saturación de la situación económica actual y … Continue reading
