Search this blog
-
Recent Posts
- Comment On Buffett’s Early Partnership Letters And Latest Activities
- 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
Recent Comments
- jrv on Comment On Buffett’s Early Partnership Letters And Latest Activities
- anon.coder on Comment On Buffett’s Early Partnership Letters And Latest Activities
- Black Swan on XIV historical data and pricing model since VIX futures available (2004)
- 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)
- Daniel Webb on Performance 2012 … and best wishes for 2013 !
- jrv on Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
Who's Online
3 visitors online now1 guests, 2 bots, 0 members
Investing SearchTags
adsense AMAT android apple Austrian economic school backwardation Banco Santander Benjamin Graham Berkshire Hathaway bonds books Brazil Charlie Munger Cisco contango David Sokol Dell E.ON Facebook Google hedge inflation intc Intel Ludwig Von Mises Microsoft Munich Re Philip Carret Philip Fisher plugin profitable Robert Rodriguez Seth Klarman T-Bonds TLT United States Gypsum US dollar USG vix volatility vxx Warren Buffett WDC Wells Fargo Western Digital
Tag Archives: Robert Rodriguez
ALL IN! – By Robert Rodriguez
This is one of the best market commentaries I’ve read in a while. It comes from one of the few investors I admire and who I would trust my money if I had no idea about investing or was not … Continue reading
Posted in General
Tagged Austrian economic school, Ben Bernanke, Euro, Philip Carret, Robert Rodriguez, US dollar, Warren Buffett
6 Comments
Technology bundle: Applied Materials, Dell & Western Digital
Here is a small account of what I have been doing recently on the investing front: During the last weeks I have been buying on several occasions Applied Materials (AMAT). I am very surprised with the quality of its management … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Dell, Robert Rodriguez, WDC, Western Digital
2 Comments
Added more Tesco Plc
I added today the equivalent of 700 UK shares via CFDs (contracts for difference, only for European stocks). The idea of using CFDs is to avoid paying the UK stocks stamp tax, a significant steal, also because of the lower … Continue reading
Speech to Institute for Private Investors – By Robert L. Rodriguez
Selection from an excellent speech by Robert Rodriguez, one of the very few investors I follow. His track record and positioning for the last 2 crashes (2000 and 2008) speaks for itself. His strategic view on macro-economics is very interesting … Continue reading
Portfolio Performance Evaluation And Some Thoughts
The first table shows the relative returns of my portfolio, a part of which can be seen here, compared to the S&P total return for the last years. Both returns include dividends. The second table shows the absolute results and … Continue reading
Posted in General
Tagged Benjamin Graham, BNI, Philip Fisher, Robert Rodriguez, Seth Klarman, United States Gypsum, USG, Warren Buffett, WDC, Western Digital
16 Comments
GDP and its flaws
Robert Rodriguez and his funds are one of my favorite things to find ideas about investing. Here is what he mentioned about the GDP in one of the FPA Crescent funds quarterly commentaries (found on the quarter ended 12/31/2011): The … Continue reading
Robert Rodriguez: U.S. debt as a percentage of GDP ratio is massively underreported
Excellent article about Robert Rodriguez, here is an excerpt that particularly worries me: Rodriguez argues that the U.S. debt as a percentage of GDP ratio (currently 64%) is massively underreported because it doesn’t count off-balance-sheet entitlements such as Medicare, and … Continue reading
