Weekend Reading at VIN

VIN should be “Buffet Investing News” so far in May. Todd Sullivan explains why too much Buffett may be a bad thing.

Joe Ponzio details his reasoning for buying the small company stock of Graham Corporation, the unique attributes of small caps, and why he decided to sell when he did.

On Wednesday the 7th, Dr Pepper Snapple Group (DPS) officially began to trade. Its $25 price tag is lower than many expected after the soft-drink maker was spun-off of its parent company, Cadbury Schweppes.

88% invested in financials…

Garmin is the dominant player in the fast growing GPS market. The company has delivered nearly 50% annual earnings growth since 2003, and is expected to grow at 17% per year going forward. With it’s current 11 P/E, is Garmin a textbook example of growth at a reasonable price?

Wesco Annual Meeting, May 7, 2008

It sounds crazy that Warren Buffett and Jim Rogers might have something in common besides intellect and wealth. Buffett has owned the Washington Post for 35 years, Coca-Cola for 18 years.

I thought Shai Dardasti’s personal reflections from 20,000 feet were spot on and worth thinking about. I have a few other companies that are royalties on various activities that I would add to the list, and I bet you do too.

I finished David Einhorn’s investing “novel” Fooling Some of the People All of the Time this afternoon, and I have nothing but praise.

First Eagle Funds Conference Call

In this series of blog posts, I will walk through all 25 of the biases Mr. Munger identifies, and then adapt them for the modern entrepreneur. In each case I will start with relevant excerpts of Mr. Munger’s speech, and then after that add my own thoughts.

Here is why Oil shouldn’t go to $200 a barrel. Notice I didn’t say won’t go to $200, as betting against a commodity in this market is tantamount to financial suicide.

Barron’s recently caught up with Tananbaum, 42, at his midtown office, which houses a portion of his art collection, including the spacesuits by artist Tom Sachs shown in the photo at right.

Barron’s: What is happening in the credit markets, where conditions since August have been very tough?

Morningstar chat with Legg Mason’s Bill Miller.

Secret strategies of the game, with Neil Chriss, Hutchin Hill Capital; David Einhorn, Greenlight Capital Management and CNBC’s Becky Quick