Monthly Archives: February 2011

Gates and Buffett at Columbia’s Graduate School of Business 4Q 2009 (Video)

This is old, but it is a timeless clip. I watched this meeting live and thought it well done, but it is amazing how much wisdom you can find in a few minute clip from a 90-minute event. Buffett makes … Continue reading

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Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies

I am almost embarrassed to admit that I had never heard of Howard Marks, Chairman of Oaktree Capital Management, until the first quarter of 2009 when a former colleague of mine ribbed me that I had copied one of Marks’s … Continue reading

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Two Pieces of Netflix Related News

First, Whitney Tilson announced that he has covered his significant short position in Netflix because his thesis has changed. Quoting Keynes he asked: When the facts change, I change my mind – what do you do, sir? Tilson: In mid-December, we … Continue reading

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The Brandes Institute’s Latest Research; BI Added to the Value Investing Resources List

The Brandes Institute is a subsidiary of value-investing firm Brandes Investment Partners and it publishes investment research in academic and professional journals as well as on its website. I have included a link to their research in the Value Investing Resources … Continue reading

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Charlie Munger Speaks at the U of Michigan (video)

When people like Munger leave this earth, we lose much wisdom… Continue reading

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