VALUEx Vail 2011 is over. I already miss these three days. I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters (a little ski resort…
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Cisco Systems
June 2011 Markets are efficient, or so we’ve been told. I am not here to put a rebuttal to this academic nonsense, but let me give you one of the…
I am back! It was an amazing trip. It started with Warren Buffett’s Omaha. I flew into Omaha on Thursday morning, and a few hours later received a call from…