I’d like to share excerpts from our quarterly letter we send to our clients (this is Part 1; I’ll send out Part 2 in a few weeks). I’m not sharing the full letter for a simple reason: we are still accumulating shares in some stocks mentioned in the letter. Purchase of Big Lots Big Lots [...]
It is time again for the annual trip to Warren Buffett’s Omaha to Berkshire Hathaway annual meeting. Warren Buffett over the years was turned into god. He is an incredible investor, brilliantly smart, full of worldly wisdom; but, like everyone else, he gets up in the morning and puts his pants on one leg at [...]
I was quoted in FT about David Sokol, CEO of a Berkshire Hathaway subsidiary, buying shares in Lubrizol a few months before Buffett’s Berkshire Hathaway bought Lubrizol at a significant premium, which made Sokol 3 million dollars on his $10 million purchase. “Some investors expressed concerns about Mr Sokol’s actions. ‘Any time you buy stock [...]
I gave a presentation on China/Japan at the “Rethinking Seminar” at Johns Hopkins University Applied Physics Lab. My presentation was videotaped; video (both streaming and download), audio, and even cliff notes may be found here (by the way, make sure to take a look at other presentations on their website). Also, I updated my slides [...]
I updated my presentation on China and Japan. – Enjoy China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge(function() { var scribd = document.createElement(“script”); scribd.type = “text/javascript”; scribd.async = true; scribd.src = “http://www.scribd.com/javascripts/embed_code/inject.js”; var s = document.getElementsByTagName(“script”)[0]; s.parentNode.insertBefore(scribd, s); })();