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Category Archives: Presentations and Notes
Bruce Berkowitz’s thesis on BAC and AIG
Excellent in-depth study on BAC and AIG from Bruce
Posted in Presentations and Notes, Uncategorized
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Buffett on CNBC and annual letter
CNBC Transcript: Warren Buffett on Squawk Box Berkshire-Hathaway-Annual-Meeting-2012 Tons of great stuff that we can learn from “Oracle of Omaha”
Posted in Interviews, Presentations and Notes
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A new buy – AIG
It is always interesting to keep an eye on to what Bruce Berkowitz @FAIRHOLME is doing.
Posted in Equity Analysis, Presentations and Notes
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Buffett’s 2011 Letter
Here comes the most anticipated investment document of this year – Buffett’s 2011 Letter. It was just released on Saturday,
Posted in Presentations and Notes
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Collection of Warren Buffett’s letters
Tons of books have been written about Warren Buffett and his investment strategies, however, none of them is written directly by him. The only documents that written by Buffett are his company’s annual letters.
Posted in Presentations and Notes
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Writeups and video from Michael Burry
Michael Burry is a well-known self-taught value investor who is one of the first investors in the world to recognize and invest in the impending subprime mortgage crisis in US from 2005 to 2009.
Book note of chapter 20 (final chapter) of “The Intelligent Investor”
Book note of the final chapter Book_note_chap20_Margin of Safety
Posted in Presentations and Notes
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Book Notes of Chapters 18 and 19 of “The Intelligent Investor”
book notes … Book_note_chap18_Comparison of Eight Pairs of Companies Book_note_chap19_Dividend Policy
Posted in Presentations and Notes
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Book notes of Chapters 16 and 17 of “The Intelligent Investor”
book notes of chapters 16 and 17 Book_note_chap16_Convertible Issues and Warrants Book_note_chap17_Four Extremely Instructive Case Histories
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Book notes of chapters 14 and 15 of “The Intelligent Investor”
Book notes continued Book_note_chap14_Stock Selection for the Defensive Investor Book_note_chap15_Stock Selection for the Enterprising Investor
Posted in Presentations and Notes
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