The Investments Blog
Applying Newton's Fourth Law
Monday, April 28, 2014
The Illusion of Consensus
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From this CNBC interview of Warren Buffett by CNBC's Becky Quick. In it, Buffett gives a rather blunt description of how boards tend to...
Monday, April 21, 2014
Intrinsic Value - Part II
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A follow up to this post . In it, the more quantifiable aspects of intrinsic value were covered while noting that meaningful estimates of va...
Monday, April 14, 2014
Six Stock Portfolio Performance: Five Years Later
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It has now been five years since I first mentioned the Six Stock Portfolio . At that time, I considered those stocks attractive long-term i...
Monday, April 7, 2014
When Mutual Funds Outperform Their Investors
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From this MarketWatch article : "...the typical investor booked a 4.8% annualized gain over the last decade, while the typical fund g...
Monday, March 31, 2014
eBay 10 Years Later: Business Performance vs Stock Performance
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There was a time, a bit less than 10 years ago, that the enthusiasm for eBay's ( EBAY ) prospects rivaled some of today's high flyer...
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