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Subs: Thoughts from @VIC

While they are fresh in my mind…

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@VIC T2 Presentation

This is very sobering for anyone who thinks housing is getting to an “all clear” position.

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@VIC T2 Presentation

This is very sobering for anyone who thinks housing is getting to an “all clear” position.

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Subs: @VIC Atlantic Investment Management's Strategy

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. 

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Subs: @VIC Atlantic Investment Management’s Strategy

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. 

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Subs: @VIC: Amherst Securities RMBS Presentation

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. 

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Subs: Ben Graham's 1955 Congressional Testimony

In his own words….a classic

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Subs: Ben Graham’s 1955 Congressional Testimony

In his own words….a classic

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@VIC: David Einhorn, Greenlight Capital, “Liquor before Beer… In the Clear”

This is a very entertaining read…

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Subs: The Super Investors of Graham and Doddsville

Warren Buffett’s classic look at those who follow the teachings of Ben Graham

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Subs: Seth Klarman Interview From HBS (video)

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….

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On Wall St. Media 10/15

Talking about the market and a recent buy

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Subs: Ackman's Realty Income Short Presentation

Here is the case for short Realty Income (O)