Tag Archives: Charlie Munger

A New Blogroll Link

I have added a link to Whitney Tilson’s Value Investing Letter to the blogroll today. The Letter has timely updates on value investors and investing ideas. The link to his value investing website shall remain in the Value Investing Resources section … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , | Leave a comment

From Howard Marks’s Latest Memo…

…see link to the right: Especially since the publication of my book, people have been asking me for the secret to risk control. “Okay, I’ll read the 180 pages. But what’s really the most important thing?”If I had to identify … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , , , | Leave a comment

Charlie Munger Speaks at the U of Michigan (video)

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

Share
Posted in Uncategorized | Tagged , , , , | Leave a comment

A Wise Fool.com Article

I found wisdom worthy enough to teach my children in this fool.com article: What Everyone Ought to Know, but Doesn’t By Buck Hartzell | More Articles January 7, 2011 | Comments (24) In honor of the brand new year, I’ve … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , | Leave a comment

Invert, Always Invert

Update 6/26/2020: Welcome to the readers of Ozan Varol’s book, Think Like a Rocket Scientist. I don’t know Ozal, but he referenced a blogpost of mine from 2011 in his footnotes for chapter 5 (footnote 47). Thank you Ozal. https://www.amazon.com/gp/product/1541762592/ref=ox_sc_act_title_1?smid=ATVPDKIKX0DER&psc=1 … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , , | 3 Comments

High-Priced Businesses: Jason Zweig on Facebook and the PM’s List of High-Priced Companies

Jason Zweig’s column in today’s Wall Street Journal is titled “Why the Fuss over Facebook Doesn’t Make It a Homerun” and it provides fodder for two posts on this blog today. This first post shows that market buzz, such as … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , , , , , | Leave a comment

John Rogers Interview for the CFA Institute

John Rogers of Ariel is a value investor who often appears on CNBC’s Squawk Box. This transcript is posted here because it was distributed by an employee of the CFA Institute for free on LinkedIn. If anyone at the CFA … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , | Leave a comment