Tuesday, November 27, 2012

Jeremy Grantham's 3Q 2012 Letter: The Decline in U.S. Net Capital Formation

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From Jeremy Grantham's latest  letter : "Typically I see less significance than others in debt and monetary factors and more in re...
Friday, November 23, 2012

John Bogle: "The Silence of the Funds"

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John Bogle had the following to say in this Morningstar interview : "I am appalled by what has happened in our industry." Here...
Monday, November 19, 2012

Buffett on Teledyne's Henry Singleton

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From this recent  CNBC interview with Warren Buffett: "...we mostly buy stocks for future earnings. And if they use the money to...r...
Thursday, November 15, 2012

Berkshire Hathaway 3rd Quarter 2012 13F-HR

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The Berkshire Hathaway ( BRKa ) 3rd Quarter 13F-HR  was released yesterday. Below is a summary of the changes that were made to the Berkshir...
Monday, November 12, 2012

Nifty Fifty - Part II

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A follow up to this  post  on the  Nifty Fifty . The Nifty Fifty were considered premier growth stocks back in the early 1970s. By late 19...
Thursday, November 8, 2012

Recency Bias and Investor Returns

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"People are habitually guided by the rear-view mirror and, for the most part, by the vistas immediately behind them." - Warren Buf...
Monday, November 5, 2012

Berkshire Hathaway's 3rd Quarter 2012 Results

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Berkshire Hathaway ( BRKa ) released its  latest quarterly earnings  this past Friday. Some things worth noting: 1) Berkshire's cash p...
Thursday, November 1, 2012

Nifty Fifty

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The  Nifty Fifty  were considered the premier growth stocks back in the early 1970s. "The  Nifty Fifty  were often called one-decisio...
Tuesday, October 30, 2012

Maximizing Per-Share Value

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From this Barron's  interview  of Bill Nygren, co -manager of the Oakmark Fund : "...something gets missed when people are talkin...
Thursday, October 25, 2012

Buffett on Banks: CNBC Interview

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CNBC's Becky Quick interviewed Warren Buffett yesterday. Interview With Warren Buffett: CNBC Transcript Earlier in the interview, B...