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.
The latest Robinhood Investors Conference is in the books, and some hedge funds made an appearance at the conference. In a panel on hedge funds moderated by Maverick Capital's Lee Ainslie, Ricky Sandler of Eminence Capital, Gaurav Kapadia of XN and Glen Kacher of Light Street discussed their own hedge funds and various aspects of 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!