The Investments Blog
Applying Newton's Fourth Law
Friday, June 1, 2012
Quarterly Letters: Greenlight Capital & Third Point on Apple
›
Below are some comments by David Einhorn and Daniel Loeb on Apple ( AAPL ) that were made in their latest quarterly letters. At its recent...
Thursday, May 31, 2012
Berkshire's Book Value & Intrinsic Value
›
Since the end of 1999 , Berkshire Hathaway's ( BRKa ) per share book value has grown from $ 37,987 to $ 99,860 at the end of last year (...
Wednesday, May 30, 2012
Graham on Investment: "Most Intelligent When It Is Most Businesslike"
›
"Shares are not mere pieces of paper. They represent part-ownership of a business. So, when contemplating an investment, think like a p...
Tuesday, May 29, 2012
Dell's Valuation
›
Clearly, there are businesses with better stories to tell than Dell ( DELL ) these days. The company is going through a tough transition a...
Friday, May 25, 2012
Buffett Will Be 'Hands Off' With Newspapers
›
On Wednesday, Warren Buffett sent an e-mail to the publishers and editors of the newspapers Berkshire Hathaway ( BRKa ) owns. What did it ...
Thursday, May 24, 2012
Large Cap Valuations
›
A little less than ten years ago, with the S&P 500 was down nearly 50% from its highs and was hitting the lows of the bear market. (The...
Wednesday, May 23, 2012
Why Is Warren Buffett Buying Newspapers?
›
Warren Buffett has been rather busy with deals related to smaller newspapers lately. Late last year, Buffett bought Omaha World-Herald: ...
Tuesday, May 22, 2012
Volcker on Derivatives and Trading
›
Here's some of what Paul Volcker had to say in front of the Senate Banking Committee (Subcommittee On Consumer Protection) earlier this...
Monday, May 21, 2012
Buffett's Prior 12-Month Buys & Sells
›
For a number of quarters, I've been posting a summary of Berkshire Hathaway's ( BRka ) 13F-HR changes. It may also be useful to st...
Friday, May 18, 2012
Is One Apple Really Worth Less Than Four Facebooks?
›
Lots of wealth has been created by the smart people at Facebook in what has been a relatively short amount of time. Bravo to Facebook's ...
‹
›
Home
View web version