The Investments Blog

Applying Newton's Fourth Law

Monday, December 6, 2010

Capital Market Dysfunctionality

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More from a recent article in  The New Yorker . Some thoughts from the man who set up the Paul Woolley Centre for the Study of Capital Mark...
Friday, December 3, 2010

Buffett's Business Principles: Berkshire Shareholder Letter Highlights

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Many of the business principles that Berkshire Hathaway (BRKa) is built upon are useful for the individual investor. In 1983, the number of ...
Wednesday, December 1, 2010

Edison on Gold: Fictitious Value & Superstition

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From this New York Times article : "All of the wealth in the world, according to our present standards, may be rendered worthless, by...
Tuesday, November 30, 2010

Favorite Rationalizations: Berkshire Shareholder Letter Highlights

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Warren Buffett, in the 1982 Berkshire Hathaway (BRKa)  shareholder letter , said the following about how management and directors often will...
Monday, November 29, 2010

The Banking Power Utility

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Some excerpts from an  article  in The New Yorker: "When the banking system behaves the way it is supposed to...it is akin to a po...
Friday, November 26, 2010

Shaq Still Dominates around Basket (of fries)

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From  an article  in  The Onion : Celtics coach Doc Rivers said the 7-foot-1 center showed remarkable passion, screaming at opponents a...
Tuesday, November 23, 2010

Ackman's 3Q 2010 Letter

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Some comments on Kraft and ADP from Bill Ackman in his latest letter : Kraft  We continue to like the "new Kraft" for its under...
Monday, November 22, 2010

Berners-Lee: Facebook Could Fragment Web

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In an essay published this morning in Scientific American, world wide web founder Tim Berners-Lee is critical of the most successful social...
Friday, November 19, 2010

Munger on Buying Gold

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From  this   article : "I don't have the slightest interest in gold. I like understanding what works and what doesn't in huma...
Thursday, November 18, 2010

Buffett, Unplugged

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Some excerpts from a Wall Street Journal article from roughly five years back. The article describes Buffett's approach to buying b...
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