Posts for The Personal Finance Playbook


Seth Klarman on Index Funds

From The Personal Finance Playbook
July 27, 2010 at 6:00 am
David Dreman, author of  several books focused on contrarian investing, was quoted in one of his books as saying something to the affect of, nobody beats the market, except for ... (more)

Breitburn Energy Partners

From The Personal Finance Playbook
July 21, 2010 at 6:00 am
I’ve sat on this post for a bit because I’ve been excited about the Avera post going live.  I also worry that this post isn’t relevant enough to enough people. ... (more)

Avera Motors

From The Personal Finance Playbook
July 19, 2010 at 8:47 am
It’s 9 pm on a warm Friday night in July.  The year is 2010.  But you know that.  My wife and I are in Florida visiting her family.  We’ve just arrived in town ... (more)

Leveraged Retirement Investing

From The Personal Finance Playbook
July 8, 2010 at 6:00 am
I try to read the Freakonomics blog in the NY Times when I can find the time.  I still remember when the first book came out, and how I felt like everywhere I went people were ... (more)

Owner Earnings

From The Personal Finance Playbook
July 6, 2010 at 6:00 am
You’re probably familiar with the concept of earnings.  Earnings is investor speak for profits.  A company’s earnings should tell us how much money a company made ... (more)

The BP Situation

From The Personal Finance Playbook
June 28, 2010 at 6:00 am
I’d like to start by saying that this situation with BP (BP) is an awful one.  It’s been called the worst ecological disaster in the history of the United States. ... (more)

Berkshire Short List Announced?

From The Personal Finance Playbook
June 26, 2010 at 6:00 am
I was reading a Li Lu talk over at the always excellent Street Capitalist, and immediately something jumped out at me.  The talk itself, is, predictably, full of lots of insight ... (more)

Housing Prices

From The Personal Finance Playbook
June 24, 2010 at 6:00 am
My wife and I live in St. Louis.  For the most part, housing prices in St. Louis have weathered the recession better than the national averages.  A recent article, however, ... (more)

Father’s Day

From The Personal Finance Playbook
June 21, 2010 at 9:56 pm
"And that's how I struck out Babe Ruth, son." My father died when I was sixteen years old.  It’s one of those few, unique events, that permanently change your ... (more)

Another Bill Ackman GGP Presentation

From The Personal Finance Playbook
June 15, 2010 at 6:00 am
I don’t have anything new to say about General Growth Properties (GGP). Simon Property Group (SPG) is sticking to their guns, according to reports, and does not plan to ... (more)

Adventures in Home Appliances

From The Personal Finance Playbook
June 8, 2010 at 6:00 am
I’d like to preface this post by saying that I don’t endorse either company or any product with this post.  I just thought I’d share a story from this weekend ... (more)

Diversification

From The Personal Finance Playbook
June 7, 2010 at 6:00 am
I can’t help myself, and decided I’d chime in, very briefly, on the issue of diversification discussed in a guest post last week.  I mentioned, in the comment section, ... (more)

RIP John Wooden

From The Personal Finance Playbook
June 5, 2010 at 1:31 am
“Talent is God given.  Be humble.  Fame is man-given.  Be grateful.  Conceit is self-given.  Be careful.” – John Wooden No related posts. Related posts ... (more)

Who really benefits from diversification?

From The Personal Finance Playbook
May 28, 2010 at 6:00 am
This is a guest post from Mariusz Skonieczny founder and president of Classic Value Investors, LLC, an investment management company. He is also the author of Why Are We So Clueless ... (more)

Bill Ackman’s Presentation on General Growth Properties

From The Personal Finance Playbook
May 21, 2010 at 6:00 am
This isn’t new.  It’s almost 6 months old.  I think that’s important to note, because the information could have changed, the assumptions may have changed, ... (more)

Risk

From The Personal Finance Playbook
May 20, 2010 at 6:00 am
This has to be one of the best ways I’ve ever heard risk explained: “…there are two main risks in the investment world: the risk of losing money and the risk ... (more)

Oil Spill Clean-Up Musings

From The Personal Finance Playbook
May 19, 2010 at 11:43 pm
This video is making the rounds. It looks pretty legit to me…but what do I know about cleaning up oil spills. The video is worth watching. Are you convinced? Related ... (more)

Seth Klarman Speaks

From The Personal Finance Playbook
May 18, 2010 at 10:55 pm
I try not to put too much stock into what any one person says about the market.  Right now, there are lots of people saying the market is overvalued.  There are also lots of ... (more)

Consumer Reports iPhone App

From The Personal Finance Playbook
May 17, 2010 at 2:28 pm
If you’ve been following the site for any length of time, you know that one of things I love is Consumer Reports.  I’ve been an online subscriber for several years ... (more)

Successors to the Berkshire Hathaway Throne

From The Personal Finance Playbook
May 10, 2010 at 6:00 am
Every year at the Berkshire (BRK-B) meeting, one of the questions for Buffett always gets is about the Berkshire succession plan.  For the record, there are two positions at ... (more)

General Growth Properties Update

From The Personal Finance Playbook
May 6, 2010 at 2:26 pm
I just took a look at the market, which is getting pummeled for the third consecutive day.  Of particular interest to me (as you know if you read this blog with any regularity) ... (more)

Mountains Beyond Mountains Commentary

From The Personal Finance Playbook
May 5, 2010 at 5:00 am
I didn’t want to read this book.  I did because it came highly recommended from a friend whose opinion I respect, and he thrust his copy into my hands and said, “read ... (more)

Simon Property’s Bid for General Growth Properties

From The Personal Finance Playbook
May 3, 2010 at 8:25 pm
I’m going to start with a quote from this article: “For General Growth investors to do better than Simon’s offer under a recapitalization plan, they would have ... (more)

Thoughts on the 2010 Berkshire Hathaway Annual Meeting

From The Personal Finance Playbook
May 3, 2010 at 12:32 am
My Shareholder Credential We just got back into town after spending a great weekend in Omaha, NE, attending our second consecutive Berkshire shareholders meeting. One of the big ... (more)

Berkshire Hathaway Shareholders Meeting

From The Personal Finance Playbook
April 30, 2010 at 3:32 pm
I’m packed and ready to depart shortly for the 2010 Berkshire Hathaway shareholders meeting.  Last year approximately 35,000 people came.  This year, with the split, shares ... (more)