Two Contradictory Thoughts About Elections
The election is over. I am left with
I wrote this article about EA for the May 2012 issue of Institutional Investor Magazine (I forgot to post it on this website, better late than never.) …
September 30, 2012 / Read More »
In this series of several articles I’ll discuss my thoughts from the VALUEx Vail conference. The idea for this conference came to me when I attended VALUEx Zurich,…
July 26, 2012 / Read More »
While attending Berkshire Hathaway’s annual meeting, I was interviewed by Matt Nesto of Yahoo! Breakout about Microsoft, EA, Facebook.…
May 8, 2012 / Read More »
In the classic book The Wizard of Oz, the Wizard decreed that everyone who entered the Emerald City wear green-tinted glasses. Visitors and citizens were told that this…
April 5, 2012 / Read More »
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser Perspectives. I am very excited about this interview because…
December 27, 2011 / Read More »
CNBC interview discussing sideways markets, Xerox, HP, Vivendi…
October 8, 2011 / Read More »
Interview with Matt Nesto, segment 1: HP, Xerox, Vivendi (we own all of them) Segment 2: China…
October 8, 2011 / Read More »
I was on BNN (Canadian CNBC) with Jeff Saut (Chief Market Strategist with Raymond James) and Jeff Hirsch (editor of Stock Trader’s Almanac) discussing sideways markets. We did three…
June 7, 2011 / Read More »
Featured
Recommended Book List 2010 »
Updated for 2010 and in time for the holidays, here is the latest installment of my recommended books. I originally wrote this list in 2008 and again last year. I intend to keep…
November 9, 2010 / Read More »
Latest
Don’t Drink Market’s Kool Aid »
Here is a joke that I heard from Warren Buffet years back. A very successful oilman dies. He faces…
May 17, 2013 / Read More »Mea Culpa – Whistler Blackcomb »
Our investment process is both qualitatively and quantitatively intensive. Throughout the course of a year we look at hundreds…
May 15, 2013 / Read More »Musical note: Adagio from the ballet Spartacus »
Today I want to share with you an unbelievable piece: “Adagio,” from the ballet Spartacus, by Russian-Armenian composer Aram…
May 10, 2013 / Read More »Whistler Blackcomb Beckons for Investors »
I don’t run, I don’t lift weights, and I don’t frequent a gym. I admire those who do, but…
May 10, 2013 / Read More »
