The Investments Blog

Applying Newton's Fourth Law

Wednesday, September 29, 2010

The Dividend Matters

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Why dividends (especially when reinvested) are a much bigger deal than some realize... Reinvested dividends actually make up almost the ...
Tuesday, September 28, 2010

Buffett: Regenerative Capacity of Capitalism

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Warren Buffett thinks the "normal regenerative capacity of American capitalism" trumps fiscal and monetary policy in the long run...
Monday, September 27, 2010

The Public-Utility Function

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There are some comments of note by Michael Lewitt on the financial system in this  Barron's article : Among other things, he says that...
Friday, September 24, 2010

John Bogle: Capitalism & Casinoism

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An interview with John Bogle on CNBC. In the interview, Bogle is asked how he defines capitalism now: "The only way I can define ...

Peter Lynch: Temperament vs Intelligence

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"Everyone has the brainpower to make money in stocks. Not everyone has the stomach. If you are susceptible to selling everything in a p...
Thursday, September 23, 2010

Munger: Changing the Power Source

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More from the University of Michigan interview with Charlie Munger. In this part of the interview he talks about the idea of "Changing...
Wednesday, September 22, 2010

Buffett: The 'Disguised Bond'

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In this 2001 Fortune article , Warren Buffett elaborates on how he never knows what any stock will do in a short time frame like 2-3 years. ...
Tuesday, September 21, 2010

Salesforce.com's Valuation

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The list of stocks with price to earnings of 50x and higher has become pretty long. One example among many is Salesforce.com ( CRM ). Th...
Monday, September 20, 2010

Large Cap Tech

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Here's a Barron's article on how one analyst, Tavis McCourt of Morgan Keegan, thinks tech companies should allocate the enormous ca...

Grantham: "Decline in Standards"

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From Jeremy Grantham's Summer Essays : ". ..how little our side of the industry did to move its business to the more ethical firm...
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