Monthly Archives: December 2011

Recent Earthquakes, A Graphical Comparison

This is an interesting perspective. (H/T Infectious Greed)… Continue reading

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I, Cheeseburger

H/T Cafe Hayek for the link Another example of the beauty of free markets in the spirit of the famous: I, Pencil. We rarely examine sufficiently the counterfactuals to the success of free markets, which allows anti-capitalists such as Michael … Continue reading

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Two Value Investing Blogs Added to the Blogroll

I have added two blogs to the value investing blogroll: Oddball Stocks and Whopper Investments. Of course, I do not agree with every recommendation in those blogs and I have in fact passed on several of the companies that they … Continue reading

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Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”

The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading

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Counterfactual Friday: Fifty-Year Market Veteran Feels Like a Kid in a Candy Store

Joe Rosenberg has been investing for the Loews family in one capacity or another for almost fifty years. He said in today’s Barron’s that this is the best large cap, US equity investment opportunity he has seen in a long time. … Continue reading

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