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Value Investing got the best of me again. After taking a long needed break from the markets, I decided to hit the blogging scene again. I’m as rejuvenated as ever and the blog is already picking up some momentum. I also found some nice golden nuggets such as my article on Warren Buffett 10 rules [...]
Continue reading...Bruce Berkowitz Consuelo Mack Interview
1. September 2010
Always love the Consuelo Mack interviews as they give portfolio managers a chance to give a better analysis of some of their holdings as opposed to the quick 5 to 10 minute appearances they have on the major financial networks. This is the case in the latest Consuelo Mack interview with Bruce Berkowitz which aired [...]
Continue reading...Bill Ackman Betting Against BP’s Debt
1. September 2010
Through credit default swaps (CDS), Bill Ackman is betting against BP’s debt. Not to be confused with him shorting BP’s stock as I have seen several bloggers doing since the trade was announced. Ackman wrote to Bloomberg: The accident has (BP oil spill) “likely permanently impaired the ability of BP to operate effectively in the [...]
Continue reading...GEICO’s Lou Simpson Retiring
26. August 2010
According to the Chicago Tribune, Lou Simpson is retiring from GEICO. Warren had the following to say about Lou’s retirement: “Obviously, I would keep him employed till he was 100. I was very surprised when he called me a month ago and said, ‘At 74, I’d just as soon turn it over to somebody else.’ [...]
Continue reading...Bill Ackman’s Pershing Square 2Q Portfolio Moves
22. August 2010
Not much movement in Bill Ackman‘s portfolio according to guru website gurufocus.com. According to their website, Bill Ackman purchased Automatic Data Processing (ADP) and Citigroup (C). Below are the rest of the purchases along with the other positions he reduced to or added to. New Purchases: ADP, C, Added Positions: KFT, Reduced Positions: YUM Automatic [...]
Continue reading...Seth Klarman 2nd Quarter Portfolio Transactions
17. August 2010
A slew of “guru” transaction are now available online. While I don’t pay attention to each individual filing, I do pay attention to the one’s I semi-follow on this blog to see if any trends develop. For example, during certain periods certain sectors become undervalued and more often than not, gurus will cherry pick the [...]
Continue reading...Walter Schloss Letter to Warren Buffett
11. August 2010
The following is one of the most interesting finds on Walter Schloss that I have seen. The letter that Walter wrote to Warren is a list of about 60 stocks that Walter purchased during and prior to 1990. I haven’t had the time to look at each stock owned individually but it would definitely be [...]
Continue reading...Seth Klarman: Don’t Be A Yield Pig 1992 Forbes
5. August 2010
Great article by Seth Klarman. The article was published in Forbes about one year after he wrote Margin of Safety. Klarman Yield Pig
Continue reading...The Little Book That STILL Beats The Market
4. August 2010
It has been 5 years since Joel Greenblatt introduced the finance world to the magic formula. According to Amazon, the book has sold more than 300,000 copies and has been tested by many investors to see whether or not the magic formula could be applied successfully in today’s markets. For those still new to the [...]
Continue reading...Warren Buffett’s Mr. Fix-It– David Sokol
3. August 2010
While word has spread that Li Lu is considered to be the next CIO for Berkshire Hathaway, the CEO appears to be up for grabs. Among the names that are rumored to succeed Warren Buffett is David Sokol CEO of NetJets and previous CEO of MidAmerican Energy, both Berkshire subsidiaries. Recently, CNN Money has a [...]
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16. December 2011
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