I will post links to pages on this page in case there are multiple posts on specific ideas; this can be tricky to track on a blog. This is sort of like a manual “categories” section offered by other blog platforms.
[ THIS PAGE IS NOT UPDATED AFTER MIGRATION OFF OF BLOGGER IN JUNE 2023. USE SEARCH INSTEAD ]
YHOO LUK GS
Yahoo Worth More Than $20/Share! LUK at Book Value Goldman Sachs is Cheap!
Alibaba Worth $32 Billion LUK Buys More JEF
Yahoo Deal? LUK: Some Quick Notes
Yahoo – Alibaba Group Leucadia National Annual Meeting Notes 2012
Leucadia FMG Note Resolution
Leucadia-Jeffries Merger Loose Ends
Leucadia National Annual Meeting 2013
Is Google Cheap? GLRE: Hedge Fund Exposure at Book
GLRE: David Einhorn at Book
Greenlight Re Investor Meeting Notes
Einhorn’s Macro Trades
Greenlight 2012 Results
What GLRE is Worth to Einhorn
Third Point Reinsurance Ltd. (TPRE)
Why Value Investors Like Apple Harold!
Goodbye Steve Jobs
I Am Out
Why I Left Apple (Apple is a Speculation)
Apple is No Polaroid, But…
Create Your Own Apple Stub
JPM at Tangible Book Tweedy Browne on Johnson & Johnson
Bank TARP Warrants
JPM Investor Day
JPM Annual Report 2011
JPM 2Q Conference Call
JPM Investor Day 2013
JPM 2012 Annual Report
JPM Investor Day 2014
JPM Annual Report 2013
Dimon is Right!
JPM Investor Day 2015
JPM Annual Report 2014
Jamie Dimon for Dummies
JPM Annual Report 2015
JPM Annual Report 2016
JPM Annual Report 2017
JPM 2018 Annual Report, Website etc.
Berkshire Hathaway at Book Value?
Berkshire Hathaway Share Repurchase!
Berkshire Hathaway Price-to-Book
So What is BRK Really Worth? (Part 1)
So What is BRK Really Worth? (Part 2)
So What is BRK Really Worth? (Part 3)
So What is BRK Really Worth? (Part 4)
Berkshire Hathaway Annual Meeting Notes (of Notes) 2012
Recapitalizing Berkshire Hathaway
Buffett on CNBC
Buffett Letter 2012
Value of Investments per Share (Berkshire Hathaway)
Berkshire Hathaway Annual Report 2013
Buffett on CNBC with 3T’s
Berkshire Hathaway Annual Report 2014
Has Buffett Lost It!?
MSFT BTF, BIF, DNY
Microsoft BRK at a Discount?
What is Softbank Worth?
6201: Toyota Industries
6201: Toyota Industries
CNA: One of the Parts (of Loews)
Loews Corp: Recent Returns, Adjusted Book Value etc…
Loews Adjusted Book Value Update
More Adjustment to Loews Book Value
Loews 2012 Annual Report
Loews 4Q 2014 Conference Call
Loews Annual Report 2014
Nintendo for Free?!
Is Amazon a Short?
FRMO Corp. (FRMO)
Platform Specialty Products
Platform Specialty Products
Big Dream: Anheuser-Busch Inbev (BUD) / Coca-Cola (KO) Merger
Is Coke Undermanaged!?
Heinz Update: Who’s Next?
Teton Advisors, Inc. (TETAA)
WL Ross Holding Corp (WLRH)
Shake Shack Inc. (SHAK)
Cowen Group, Inc. (COWN)
Green Brick Partners, Inc (GRBK)
Brookfield Asset Management (BAM)
Mondelez International (MDLZ)
The Charles Schwab Corporation (SCHW)
AMETEK, Inc. (AME)
Barnes & Noble (BKS)
General Comments on Investing
The Perils of Trying to Time the Market
Are Stocks Still Good Investments?
Theme Investing, Good Idea?
Buffett Editorial in the NYT
Where Will the Markets Go?
Joel Greenblatt on CNBC
The Rube Goldberg Portfolio
Crude Oil Prices
VIX: The Fear Index
Are Stocks Expensive Now?
Stocks No Good? (Superinvestors)
Real Economy OK?
BPS Growth at Banks versus S&P 500 Index
VIX: Fear Index Update
Bullish For Next Ten Years
Some More Bullish Stuff
Investing as a Skill
Eliminate Wall Street Bonuses?
Cheap and Cheaper
Bill Miller Steps Down
Profit Margins Headed Down?
Quick Comment on the Market
Financials Still Cheap
On Gold and Inflation
Natural Gas Prices
Duquesne Family Office: Druckenmiller Likes Gold
Banks’ Real Nightmare
Net Interest Margins etc.
The Real Cause of the Financial Crisis: Money Market Funds
Howard Marks on Macro etc.
Wall Street Firms Only For Employees?
World War III and the Stock Market (and other random thoughts)
DF Spinoff, Mr Market, When to Sell etc.
Quick Comment on Fundamental Analysis
The Big Secret, Magic Formula, WisdomTree etc.
The Deep Value Cycle (and the Case for Value Investing)
Fiscal Cliff Doesn’t Matter
Financials Still Look Good: Part 1
Financials Still Look Good: Part 2
Corporate Profits-to-GDP: Why Doesn’t Buffett Care?
Greatest Investment Book Ever Written
13% and 15% Pretax Returns Now!
Tapering, Market Overvaluation etc.
The Market is Fairly Valued!
A Really Great Book: The Outsiders
What To Do In This Market
Pzena Quarterly Newsletter: Record Profit Margins?
Greenblatt on CNBC: Markets Reasonably Valued
Perils of Trying to Time the Market II
Buffett the Market Timer Part 1: The Partnership Years
Buffett the Market Timer Part 2: The Berkshire Years 1965-1980
Buffett the Market Timer Part 3: The Berkshire Years 1981-1990
Buffett the Market Timer Part 4: The Berkshire Years 1991-2004
Buffett the Market Timer Part 5: The Berkshire Years 2005-2013
10x Pretax Earnings! Case Studies: KO, BNI etc.
$24 Billion Wealth Transfer?!
What To Do in this Market II: Gotham Funds
Cost Cutting, R&D etc.
Catmull’s Mental Models
Value Stocks in Market Corrections
Good to Great: The Stockdale Paradox
Buffett on Market Valuation
The Halo Effect
The Perils of Trying to Time the Market III
What To Do In This Market: Gotham Funds Update
Market Timers vs. Macro Hedge Funds
Buffett is Right! (About Bitcoin)
Zero-based Budgeting Book
the missing manual: Berkshire Hathaway / Warren Buffett
Market Valuation (Scatter Plot)
In Search of a Stock Market Bubble
In Search of Value
Quick Update on SuperPortfolios
China Crash -> U.S. Crash?! and Great Book
Record Valuation Spreads!
Scary Chart Part II
Scary Chart Part III: Missing the Trees for the Forest
More 13F Fun
Gotham’s New Fund
Bonds Down, Stocks Up!
Bogle Book, Indexing etc.
Six Sigma Buffett, Taxes, Fund Returns etc…
Buffett on Valuation
Bubble Watch X
Is Buffett Bearish?!
BRK Corporate Governance, MSFT, Market Volatility etc.
What It Takes, Dimon, Twitter etc.
Malone Interview (CNBC), Iger Book, Bubble Watch
Coronavirus, Munger etc.