Friday, November 28, 2014

The Curse of Liquidity

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I think it's fair to say that it's never been easier to minimize frictional costs when it comes to investing in stocks. Transactio...
Friday, November 21, 2014

Mr. Market

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Roughly 15 years ago, Warren Buffett was asked to  speak  at Sun Valley not long before the tech bubble burst.* Here's how an article ...
Monday, November 17, 2014

Berkshire Hathaway 3rd Quarter 2014 13F-HR

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The Berkshire Hathaway ( BRKa )  3rd Quarter 13F-HR  was released on Friday. Below is a summary of the changes that were made to the Berkshi...
Friday, November 14, 2014

Berkshire Agrees To Acquire Duracell

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Procter & Gamble ( PG ) is in the process of shedding brands to simplify its business and focus more on its core products. Well, cons...
Friday, November 7, 2014

The Seventh Best Idea

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From this Warren Buffett speech at the University of Florida: "If you can identify six wonderful businesses, that is all the diver...
Friday, October 31, 2014

Quality Stocks & the Risk-Return Tradeoff

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Roughly five years ago, Jeremy Grantham said the following  about what he calls "quality stocks" . "Quality stocks have out...
Friday, October 24, 2014

Buffett on Investing Mistakes

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There have been plenty of   headlines lately about things not going Warren Buffett's way -- at least in the short-term -- with some...
Friday, October 17, 2014

John Bogle's "Relentless Rules of Humble Arithmetic", Part II

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Back in 2007 at NYU, John Bogle talked what he calls his "second relentless rule of humble arithmetic." During his remarks  he s...