Monthly Archives: October 2011
Lecture #2: An Introduction to Value Investing
I came upon these great notes. I assume they are okay to post, but if I am asked to move them, I will obviously...
Interview with Austrian Economist and Author: Detlev Schlichter
Detlev S. Schlichter (London, UK) is a writer and Austrian School Economist. Schlichter has a degree in economics and spent nearly 20 years working in...
REMOVED: Seth Klarman’s 2010 Shareholder Letter
You can all thank the person who posted w/o my permission Klarman's S/Ls under my name on a big site, which alerted Baupost's...
Congressman Tim Huelskamp: Warren Buffett would never hire Obama as his CEO
This is juicy! No comment....
Congressman Tim Huelskamp appeared on Fox Business with host Tom Sullivan on Friday, October 28 to discuss his recent exchange...
Wilbur Ross with More on Japan
Wilbur Ross further details his reasons for being bullish on Japan.
36% of Japanese subsidaries' earnings come from emerging markets.
Japanese stocks are trading around book...
Monday Morning Wall Street News
Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals.
Morning Market Levels:
S&P futures are down...
Seven billion people, so why do some fear population decline?
Great article on demographics, one of THE most important drivers of economic growth.
Reprinted with permission:
This week the world population is projected to reach seven...
Whitney Tilson: Netflix Strong In Spite of Negative Headlines
Value investor Whitney Tilson on Wednesday praised Netflix CEO Reed Hastings, even though the company's made a number of errors that have cost it...
The Ascent of Money by Niall Ferguson – full 4hr 48min
Niall Ferguson, author of The Ascent of Money, follows the money to tell the human story behind the evolution of our financial system, from its...
7 Sectors Most Likely To Gain Jobs By 2015
By EconMatters
The job market is terrible, and the situation isn’t getting any better. The U.S. national unemployment rate is stagnant at 9.1% in September, and...
Wilbur Ross: Very Bullish on Japanese Stocks
Wilbur Ross, Chairman of WL Ross & Co, says the Japanese market is the most liquid in the world.
Some quotes:
"While we're operating more in...
Sunday “Link-Fest”
For the time being, I am going to have to stop the weekly linkfest. It takes several hours of work, so based on 80/20...
The Fallacy of US Bank EU CDS Exposure
By Todd Sullivan of Value Plays
Have been reading countless articles lately on US banks sovereign CDS exposure to the EU. I won’t call anyone out, do a...
Kenneth Rogoff : Greece Will Eventually Leave Euro
Kenneth Rogoff authored, This Time Is Different: Eight Centuries of Financial Folly
Some quotes from Kenneth Rogoff's video interview:
“It feels at its root to me like...
Bruce Berkowitz Sold out of MS and GS
A reader just sent me an excel sheet of Fairholme's latest holdings compared to last Q. I would suggest checking out an articles, which...
