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
10 visitors online now5 guests, 5 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: Western Digital
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
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
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
Thoughts on Apple and Latest Porfolio Actions
Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading
Posted in General
Tagged AAPL, AMAT, android, apple, Applied Materials, Dell, GOOG, intc, Intel, Microsoft, WDC, Western Digital
14 Comments
HDD Disruption
WDC is one of my investments. This year until quite recently I added 140 more shares, mostly between 28 and 35. Biggest part in the low range. I have not added much more because of some of the reasons I … Continue reading
What percentage of the data you store is self generated ?
Can you please tell me what percentage of the data you store is generated by yourself (or family) ? I mean not downloaded or copied. For example if you have a 500 Giga disk what percentage of it has personal … Continue reading
Western Digital: Yet some some more thoughts
A few days ago I wrote reasons why I added more Western Digital shares (stock ticker WDC). After the earnings call yesterday I wrote an article on Gurufocus: Western Digital And Some Thoughts About The Current Market Position. I recommend … Continue reading
Western Digital, a good call !
The has been posted on Gurufocus as: Western Digital And Some Thoughts About The Current Market Position Cheers! jrv
