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$$ The Boston Marathon and Investing

Since it is “Marathon Monday” here in Massachusetts, though this post from 2007 was appropriate.

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$$ Jamba Makes Me Smile on Tax Day….

Tax payment day would other wise be miserable….unless JMBA more than covers your tax nut before lunch….

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$$ WOW…..WSJ Article on Simon/GGP Flawed On So Many Levels

Hard to believe this one…had to read it three times to be sure I wasn’t just reading it wrong, sadly, I wasn’t

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ValuePlays TV 4/13

Last nights show….

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“Davidson” & The Effects of FAS 157

Good stuff. FAS 157 caused far too much pain and panic….

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"Davidson" & The Effects of FAS 157

Good stuff. FAS 157 caused far too much pain and panic….

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$$ Simon’s Latest GGP “Threat”

David Simon has grown tedious….

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$$ Simon's Latest GGP "Threat"

David Simon has grown tedious….

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$$ “Sleuthing” for the Next Great Pick…

I now know the next book I am reading…

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$$ "Sleuthing" for the Next Great Pick…

I now know the next book I am reading…

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“Davidson” on Watching Individual’s Actions

This is rather important lesson. It is not enough to simply follow the actions of one person but to watch a spectrum of successful people. Where and when they are putting their money to work can give insight into their thinking of their particular business and its macro environment, Davidson’s “staff” comment is particularly useful as by watching them, you can essentially gain access to their thought process.

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"Davidson" on Watching Individual's Actions

This is rather important lesson. It is not enough to simply follow the actions of one person but to watch a spectrum of successful people. Where and when they are putting their money to work can give insight into their thinking of their particular business and its macro environment, Davidson’s “staff” comment is particularly useful as by watching them, you can essentially gain access to their thought process.

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Subs $$: A Distribution and a Meeting

Two holdings report news….

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$$ Buffett on “Small, Unknown Companies”

From a talk he gave at the University of Kansas in 2005

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$$ Buffett on "Small, Unknown Companies"

From a talk he gave at the University of Kansas in 2005