The Investments Blog

Applying Newton's Fourth Law

Tuesday, September 4, 2012

Investors Are Often Their Own Worst Enemies

›
Terrance Odean is the Professor of Finance at the University of California, Berkeley and known for his work on behavioral finance. This F...
Friday, August 31, 2012

Tech Dividends

›
Below are several articles on dividends. Most of  them are focused on technology sector dividends. With sources of reliable income so toug...
Wednesday, August 29, 2012

The Cost of Complexity

›
I mentioned in my post on Monday  that: In [Donald] Yacktman's view, businesses with both low capital intensity and low cyclicality ( ...
Monday, August 27, 2012

Yacktman: Above Average Businesses, Below Average Prices

›
Here's a good GuruFocus  interview  with Donald Yacktman and Russell Wilkins of the Yacktman Funds. Check it out in its entirety.  Som...
Friday, August 24, 2012

eBay's Valuation

›
A follow up to this prior post on eBay ( EBAY ). In that post, I contrasted how little eBay's free cash flow had changed in the past ...
Wednesday, August 22, 2012

John Bogle: The Clash of the Cultures

›
John Bogle has written a new book with the title: The Clash of the Cultures: Investment vs. Speculation The book is his 11th and seems,...
Monday, August 20, 2012

Cisco Reports Earnings, Hikes Dividend

›
Cisco ( CSCO ) released it's fourth quarter and fiscal year 2012 earnings  on Wednesday of last week. The company earned $ 1.9 billion...
Friday, August 17, 2012

Berkshire Hathaway's Derivatives Portfolio

›
A follow up to this recent post on Berkshire Hathaway's ( BRKa ) derivatives portfolio and its impact on the company's earnings. ...
Wednesday, August 15, 2012

Berkshire Hathaway 2nd Quarter 2012 13F-HR

›
The Berkshire Hathaway ( BRKa )  2nd Quarter 2012 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Be...
Monday, August 13, 2012

GMO's Ben Inker: Death of Equities Greatly Exaggerated

›
"Growth is always a component in the calculation of value, constituting a variable whose importance can range from negligible to enorm...
‹
›
Home
View web version

About

View my complete profile
Powered by Blogger.