I don’t intend this blog to be a guru watch sort of site where I post links to articles, interviews and other information on my favorite investors. There are a lot of websites/blogs that do that. But I will mention things when they are relevant to some things I mention here. Julian Robertson says in…
Is Google Cheap?
I usually don’t invest in or look at technology companies as the rate of change in that industry is way too fast for me to figure out what anything is worth. One day, Yahoo! is king, and the next, it’s Google and Yahoo is an old has-been. One day the Motorola Razor is the must-have…
Yahoo Worth More Than $20/Share!
Yahoo has been an interesting ‘stub’ trade, or sum-of-the-parts play by some prominent value investors. Most recently, David Einhorn of Greenlight Capital took a large stake and then dumped it when he was frustrated by the problems caused by Yahoo’s handling of the Alibaba/Alipay situation. This story got a bit interesting again as the board…
Index of Posts
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….
Are Stocks Still Good Investments?
Stocks have had a really bad run this past decade with two big bear markets and one of the biggest crises since the Great Depression. We seem not to be out of that one with unemployment still way up there and Europe about to blow up completely. So it’s natural for people to hate stocks…
New Hire at Berkshire Hathaway
Berkshire Hathaway yesterday announced a new manager for investments. This manager has run a hedge fund since 1999, and his returns is over 1236% since early 2000 through the first quarter of 2011. That’s a stunning 27%/year return when the market has been basically flat-to-down. (update on the above returns: another article said $100 invested at…