Încărcări by benclaremon

Notes from BB&T 1-on-1 Conference

Conversation With Charlie Munger

Creighton Value Investing Panel

Markel Breakfast 2011 Notes

2011 Value Investing Congress Notes

2011 Berkshire Annual Meeting Notes

Book Review- The Most Important Thing by Howard Marks

Sterling Construction Co. Write Up

Howard Marks Presentation to UCLA Student Investment Fund

Give Us Back Our Cash!

5 Reasons to Fear a US Double Dip

PMA Capital Corporation (PMACA) Research

2010 Value Investing Congress Notes

2010 Wesco Annual Meeting Notes

Markel Annual Meeting 2010

Berkshire Hathaway 2010 Annual Meeting Notes

Updated Research on Synovus (SNV)

Do Stocks Provide a Sufficient Inflation Hedge?

Research Report on Synovus Financial (SNV)

Quick Idea for Toronto-Dominion Bank (TD)

The Investment Case and Valuation for Altisource (ASPS)

Inoculated Investor Interview

Putting to Rest the Myths About Consumption

The Potential Impact of Swine Flu on Productivity

The Bernie Madoff-Goldman Sachs Parallel

Health Care & Education

What FDIC Auctions and Loss Sharing Deals Don't Tell Us

Trends and Themes as Reflected by Fund’s 13F Filings

Is John Paulson Seriously Bullish on US Banks

The Appropriate Sports Metaphor for the State of the US Economy

In Defense of the Oracle

Regaining Confidence in Financial Professionals

1990 Economist Article on Japanese Real Estate

An Outsider's Perspective on HFT

Why Confirmation Bias is So Tough to Counteract

Has Patriotism Been Replaced by Profit Motive

Why You Should Pay No Attention to Consensus Estimates

Beware the Dreaded Anchoring Bias

Don't Expect a V-Shaped Recovery in Real Estate Prices

Analysis of Australian Bank Fundamentals

Australia-New Zealand Banks

Assessing the Rise From the Grave of the BDCs

IPCR Quick Idea

Ceradyne Updated 5-29-09

Markel Small Group Meeting

Hurco Companies

Q1 2009 Hedge Fund Positions

Movado Investment Thesis

The Ultimate Risk of Government Influence