Instead of location, location, location, Warren Buffett seeing real estate in a different way
There is enough noise when we evaluate what we would like to purchase. This whether it’s a computer or a piece of business that you …
There is enough noise when we evaluate what we would like to purchase. This whether it’s a computer or a piece of business that you …
When it comes to prospecting businesses, buying it, learning from the textbook, there can be many stigmas that is difficult to get round. I felt …
Jeremy Grantham’s GMO is out with their latest newsletter. Its always a good read. This time I noticed he started a new series. It taps …
13 Pages of Goodness. Just Read 20140117 Howard Marks Memo January 2014 Getting Lucky
Its always good to hear from Bill Miller, the guy who held the record for beating S&P500 for 15 years before lagging the market …
3:07: Weitz 30% in cash: The difficulty to find business value in current climate 3.38: Russo talks about why he is always 100% invested: …
Not much to say here. This is more of a Mea Culpa. I sold my fair share of companies because of speculation. That’s ok. Its …
3:55: What is wrong with earnings? 7:40: Looking at credit worthiness 8:50: GADCP:Growth at dirt cheap prices 10:50: NAV growth and its problem 14:20: …
David Rosenberg was very deflationary but switch courses 2 years ago and push high for high quality dividend stocks 3:00 : Pro Inflationary Monetary …
Berkshire Hathaway announced their latest investment and divestments. A particularly interesting addition was General Motors, with Berkshire increasing its stake by 60%. The strange thing …