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Bruce Berkowitz of the Fairholme Fund on Bloomberg 1 Feb 2011 | 03:26 pm
On Buffett’s successor: “He is so good at what he does, it’s almost insulting to think that he doesn’t have a reasonable succession plan. And I frankly don’t see why he should tell anyone. And even i...
The Joy of Stats 31 Dec 2010 | 12:39 pm
This is an awesome video to watch if you’ve got a spare hour: About the video Hans Rosling says there’s nothing boring about stats, and then goes on to prove it. Only with statistics can we make sen...
Assessing a Company’s Management 30 Dec 2010 | 06:55 am
Cara Goldenberg of Permian Investment Partners is a young fund manager that has been making some waves. A while back she mailed Warren Buffett a few investment ideas and was invited to meet with him o...
State Budgets: Day of Reckoning 20 Dec 2010 | 08:47 pm
60 Minutes recently did a short program on the looming municipal bond problems, with a focus on Illinois and New Jersey, plus an interview with Meredith Whitney: Whenever I look at an insurer these d...
Bruce Berkowitz: The megamind of Miami 11 Dec 2010 | 04:16 am
Fortune’s Scott Cendrowski has a big profile on Bruce Berkowitz and his activities at the Fairholme Fund: Berkowitz may not be a household name to most investors, but he should be. During the past de...
My interview with Dave Carlson on Insurance Stocks 9 Dec 2010 | 04:48 am
I recently had a chance to interview Dave Carlson of Tourmaline Advisors on his investment activities in insurance stocks. I think that insurance is a really interesting business, but some value inves...
How Prem Watsa Turned SickKids’ Portfolio Around 3 Dec 2010 | 10:31 am
Prem Watsa is one investor I really look up to, I really enjoy the way he is able to pay attention and respect the macro while being a value investor. The Globe and Mail has an article today that feat...
Ireland’s Woes: Finding Profitable Ideas? 24 Nov 2010 | 04:21 am
The Washington Post has a neat infographic on the different budget deficits of the PIIGS: One day after requesting a bailout worth more than $100 billion, financially troubled Ireland plunged deeper ...
Warren Buffett invests in Bank of New York 17 Nov 2010 | 06:59 am
Yesterday, the new 13F filing for Berkshire Hathaway (NYSE:BRK.B) came out and for the most part, I wasn’t really surprised. Warren Buffett trimmed some of his holdings but increased his stake in Well...
Nassim Taleb on QE2 16 Nov 2010 | 04:04 am
Even if you disagree with him, you have to admit he can be pretty funny: Click to play
