A case study of Warren Buffett and Charlie Munger’s investment in and management of Blue Chip Stamps. Includes:
- Letters 1978-1982 (final letter before merger with Berkshire)
- Financials (https://docs.google.com/spreadsheets/d/1M_pui2-0EDdvo4ndIVbBJ-UrwpCQ9gpuo1dkP2WWWYo/edit?usp=sharing)
If you find any errors or have any other contributions, make a pull request or contact me through the Twitter handle @maxolson.
Investors Flock To Hedge Funds As Markets Recover
According to a recent Credit Suisse survey, investors are more interested in hedge funds than any other major asset class going into the second half of the year. Q1 2020 hedge fund letters, conferences and more This is a big switch from investor sentiment in the first half of 2020. Indeed, hedge fund launches slowed Read More
PS: On the road, but I haven’t forgotten about Yamana Gold Inc. (NYSE:AUY). I wouldn’t buy above $8.00.
HAVE A GREAT WEEKEND!