Posts for The Personal Finance Playbook


Hello world!

From The Personal Finance Playbook
August 1, 2011 at 12:36 pm
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging! ... (more)

Brian Moynihan’s Projections for Bank of America (BAC)

From The Personal Finance Playbook
March 10, 2011 at 7:00 am
My contention for months has been that bank share prices are likely to bounce back as dividends return.  I now see this everywhere, from all kinds of sources.  I am of the belief ... (more)

The One About Markel (MKL)

From The Personal Finance Playbook
March 9, 2011 at 7:00 am
I have been working through a series about conglomerates.  The first installment was about Loews Corp (L).  I decided to follow up by doing some research on Markel (MKL).  Instead ... (more)

Sears Holding Shareholder Letter

From The Personal Finance Playbook
March 8, 2011 at 7:00 am
It’s sort of shareholder letter season.  I’m a little slow getting to this one.  Sears Holdings (SHLD) is a company I’m going to try to take a closer look at ... (more)

Loews Corporation (L)

From The Personal Finance Playbook
March 4, 2011 at 7:00 am
This is the first installment of a series about conglomerates.  I decided to start with Loews (L) for a couple reasons.  The first reason is L is a good example of a conglomerate ... (more)

Warren Buffett CNBC Interview with Becky Quick

From The Personal Finance Playbook
March 3, 2011 at 7:00 am
I wish I could put the full length interview here. There are about a dozen of these things over at CNBC of various lengths. I just watched them all. Some of them are a little ... (more)

Warren Buffett and Having Too Much Capital

From The Personal Finance Playbook
March 1, 2011 at 7:00 am
There are lots of great articles popping up all over the web about the Berkshire letter.  Yesterday I added some commentary to Buffett’s comments on Coca Cola (KO).  Today, ... (more)

Warren Buffett on Coca-Cola (KO)

From The Personal Finance Playbook
February 28, 2011 at 7:00 am
It sounds ridiculous, but I really look forward to reading the Berkshire letter every year.  I get up on the Saturday it comes out, make a cup of coffee, and sit in front of my ... (more)

Berkshire Hathaway 2010 Annual Letter

From The Personal Finance Playbook
February 26, 2011 at 11:55 am
Below I’ve posted a copy of the letter.  I’ll have some commentary on the letter sometime this coming week.  Until then, keep an eye on The Rational Walk, which devotes ... (more)

Conglomerates

From The Personal Finance Playbook
February 24, 2011 at 7:00 am
I’m going to start working on a series of posts about conglomerates.  You probably already know basically what a conglomerate is, but in case you don’t –  I ... (more)

Buy Your Electric Company

From The Personal Finance Playbook
February 23, 2011 at 7:00 am
I’ve had this sort of novel idea that I’ve kicked around for a long time regarding electric bills (and I guess bills in general).  The key word is novel.  It’s ... (more)

The Financial Life of President Abraham Lincoln

From The Personal Finance Playbook
February 21, 2011 at 7:00 am
This is Michael’s first post.  Go to the Contributor’s page to read his bio. Happy President’s Day! This may not be the most exciting holiday of the year, but ... (more)

Finding Value in Big Oil

From The Personal Finance Playbook
February 17, 2011 at 7:00 am
The conventional wisdom in value investing usually states that it’s easier to find value in small companies.  It makes sense.  Pricing discrepancies are more likely to ... (more)

Best Online Brokers

From The Personal Finance Playbook
February 16, 2011 at 7:00 am
I’ve written about the best online brokers before.  I’ve been tempted, recently, to do a side by side comparison of the two brokers that I trade with, Tradeking and ... (more)

The Personal Finance Playbook ->Samual

From The Personal Finance Playbook
February 16, 2011 at 6:13 am
The Personal Finance Playbook.The Personal Finance Playbook.The Personal Finance Playbook.The Personal Finance Playbook.The Personal Finance Playbook.The Personal Finance Playbook.The ... (more)

Changes in Warren Buffett’s Portfolio

From The Personal Finance Playbook
February 15, 2011 at 7:00 am
“Wide diversification is only required when investors do not know what they’re doing.” – Warren Buffett He’s certainly not over-diversifying;)  Berkshire ... (more)

Worktest

From The Personal Finance Playbook
February 14, 2011 at 9:44 am
dfsdfsd Feed URL: http://www.personalfinanceplaybook.com/ Additional Networks: : network Anything Else?: worktest This post was submitted by somnath. No related posts. Related ... (more)

The Trial of Barry Bonds

From The Personal Finance Playbook
February 14, 2011 at 7:00 am
Ed note: This doesn’t have anything to do with personal finance, investing, or anything else I usually write about on this blog. I appreciate you permitting me the digression. ... (more)

Whitney Tilson’s Netflix Short

From The Personal Finance Playbook
February 9, 2011 at 7:00 am
I’ve discussed shorting* on this blog before. Shorting involves a tremendous amount of risk. That isn’t to say that the risk can never be justified, because it can. ... (more)

Best Books on Investing

From The Personal Finance Playbook
February 7, 2011 at 7:00 am
The fundamental question you might have when you see this post is, does the world really need another best of list?  It’s a good question.  I decided that it did.  I think ... (more)

Bruce Berkowitz on CNBC

From The Personal Finance Playbook
February 3, 2011 at 7:00 am
If you read this blog with any regularity, you know I like to follow what some of the most famous value managers are doing.  Bruce Berkowitz is interesting because he ends up ... (more)

Harry Truman in Quotes

From The Personal Finance Playbook
February 2, 2011 at 7:00 am
“In my whole life, I have known no wise people who didn’t read all the time over a broad subject area – none, zero.” Charlie Munger This doesn’t ... (more)

Lending Club Update

From The Personal Finance Playbook
February 1, 2011 at 7:00 am
Happy birthday to my sister, Tori.  I hope you have an excellent day:) In an extremely short period of time, peer-to-peer lending went from being a really cool idea to being a ... (more)

General Growth Properties: Post-Bankruptcy, Post-Spinoff

From The Personal Finance Playbook
January 31, 2011 at 7:00 am
This is a deal that I’ve written about several times in the past.  You can find some of those posts here, here and here.  In case you’re unwilling to click on some ... (more)

The Changing Landscape of Value Investing (and Spin-Offs)

From The Personal Finance Playbook
January 28, 2011 at 7:00 am
Every value investor believes that markets aren’t always efficient.  If markets were always efficient, after all, value investing would be based on luck or, my least favorite ... (more)