Highly concentrated portfolio, large cap names and has returned 2X what Berkshire Hathaway (BRK.A) has returned since inception (1992). You may want to look at this.
Category: Premium Articles
One of the best… Bottom line, what is happening in housing is not even close to being over…
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Subs: Q3 Results
As expected with cash balanced holding strong at 69% of the current purchase price.
In his own words….a classic
In his own words….a classic
Warren Buffett’s classic look at those who follow the teachings of Ben Graham
This one is great. He talks about his early years….notice another very successful person took a job for less than market value because of the potential and what he could learn…just like Buffett did.
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Subs: Next Week
This upcoming week is shaping up to be a crazy one….
Here is the case for short Realty Income (O)
Here is the case for short Realty Income (O)
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Subs: Cigar Butt Investing
Ben Graham’s style explained and examined
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How It Works
This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.
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How It Works
This is great. A recent holding just launched a website explaining precisely how their products work and allowing you to calculate your savings from them.
Reader George submits this on RHI Entertainment (RHIE). It’s good, what is particularly interesting is the size of their market share.
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Subs: Why We Sold
Wanted to get the earlier post regarding the sale out since it was late in the day. Here is the why