The Investments Blog

Applying Newton's Fourth Law

Wednesday, October 3, 2012

Craft Brewers Impact on the Global Beer Industry

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The emergence of craft beers and microbrewers is changing the industry landscape. According to this  article , some executives in the the ...
Monday, October 1, 2012

Barron's Talks With David Winters

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David Winters, founder of the Wintergreen Fund ( WGRNX ), was highlighted in a Barron's article  this past weekend. From the article: ...
Friday, September 28, 2012

High-frequency Trading & Capital Formation

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From this article on high-frequency trading: High-frequency trading insanity ...the high-frequency trader, deploys massive computer cap...
Wednesday, September 26, 2012

Second Quarter Stock Buybacks Rise

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This recent S&P Dow Jones Indices  press release summarizes share repurchases for the second quarter among the companies that make up t...
Monday, September 24, 2012

Sheila Bair: Former FDIC Chair on the Bank Bailouts

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Sheila Bair, chairman of the FDIC throughout the financial crisis, has a new book  with the following title: Bull by the Horns: Fighting t...
Friday, September 21, 2012

Mason Hawkins: Competitively Advantaged Businesses Selling at a Discount to Value

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Mason Hawkins , chairman and CEO of Southeastern Asset Management, the advisor to Longleaf Partner Funds , recently answered questions from...
Wednesday, September 19, 2012

Apple's iOS vs Google's Android: Who's Winning?

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According to this article , Google's ( GOOG )  Android is Winning .  At a minimum, the latest worldwide market share numbers for the And...
Monday, September 17, 2012

Klarman & Graham: The Margin of Safety Principle

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From the introduction section of Seth Klarman's book Margin of Safety : "If investors could predict the future direction of the m...
Friday, September 14, 2012

Grantham & Buffett: "Career Risk" & "The Institutional Imperative"

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Jeremy Grantham had this to say about what he calls "career risk" in his April 2012 letter : "The central truth of the inv...
Wednesday, September 12, 2012

Why Buffett Prefers Using Cash Over Stock in Acquisitions

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Both stock and cash was used for the merger  of Burlington Northern Santa Fe (BNSF) into a subsidiary of Berkshire Hathaway ( BRKa ) back in...
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