The Investments Blog

Applying Newton's Fourth Law

Wednesday, September 30, 2009

Stock Buybacks

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For those that may view buybacks as a signal that a stock is undervalued, here is an article that offers some food for thought . From the ...
Tuesday, September 29, 2009

James Grant's Wall Street Journal Article

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Here's an  article by James Grant with his latest thoughts on the economy. It's notable in that he has turned rather bullish. Well...
Friday, September 25, 2009

Rocky Mountain Chocolate Factory

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Here's a recent article  that compares Rocky Mountain Chocolate Factory (RMCF) to See's Candy. The article describes RMCF's fra...
Tuesday, September 22, 2009

Buffett on "The Prototype Of A Dream Business": Berkshire Shareholder Letter Highlights

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Warren Buffett wrote the following in the 2007 Berkshire Hathaway ( BRKa )  shareholder letter : "Let's look at the prototype of ...
Friday, September 18, 2009

Charlie Munger & Professor William Bratton

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Here's an interesting exchange from back in 1996 between Professor William Bratton of the Rutgers-Newark School of Law and Charlie Mu...
Monday, September 14, 2009

Buffett & Bogle: Overcoming Short-termism

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On September 9th, 2009 Warren Buffett and John Bogle, along with 26 others, signed the following statement with the title "Overcoming ...
Friday, September 11, 2009

Charlie Munger on...

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Intrinsic Value "If you buy something because it's undervalued, then you have to think about selling it when it approaches your ca...
Wednesday, September 9, 2009

Packaged Luck

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On CNBC yesterday , Dan Solin said the following about Wall Street: "Active management has investors chasing returns that all the stu...
Tuesday, September 8, 2009

Sequoia Fund

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Thoughts on several companies the current managers of the Sequoia Fund like can be found here . One of the companies commented upon by them...
Thursday, September 3, 2009

Munger & Buffett on Diversification - Part II

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From a speech given back in 1998 by Charlie Munger: "I have more than skepticism regarding the orthodox view that huge diversification...
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