From The Personal Finance Playbook
January 27, 2011 at 7:00 am
I met Mohnish Pabrai, briefly, at Eppley Airfield in Omaha, Nebraska, while we were waiting to fly back to St. Louis from the Berkshire shareholders’ meeting last year. He ... (
more)
From The Personal Finance Playbook
January 24, 2011 at 8:00 am
Most of us can’t invest in hedge funds directly, because we don’t have enough money. It’s possible (if we wanted to) to gain exposure to hedge funds by investing ... (
more)
From The Personal Finance Playbook
January 21, 2011 at 8:00 am
I recently finished reading* Confidence Game by Christine Richards. The book focuses on Bill Ackman‘s short position in bond insurers, specifically MBIA. It was a good ... (
more)
From The Personal Finance Playbook
January 20, 2011 at 11:59 am
It’s been brought to my attention from several people that the commenting system is broken on my site (and has been for some time). I’m working on a fix.
I’ve ... (
more)
From The Personal Finance Playbook
January 20, 2011 at 7:00 am
Since I started this blog, one of my favorite things to write about are things I consider to be new ideas. I think of myself as something of an early adopter – not necessarily ... (
more)
From The Personal Finance Playbook
November 11, 2010 at 12:14 pm
Miguel Barbosa, who blogs over at Simoleon Sense, recently interviewed analyst and Buffett biographer Alice Schroeder about her experiences. Lots of interesting stuff, spanning ... (
more)
From The Personal Finance Playbook
October 30, 2010 at 6:00 am
I’ve seen a flurry of articles posted about Todd Combs in past few days. Bit by bit his story is coming together. Of course, we still don’t know what he (currently) ... (
more)
From The Personal Finance Playbook
October 25, 2010 at 6:00 am
50% returns!
Back in July, I wrote a post about one of my stock investments, Breitburn Energy Partners (BBEP). In the voting machine that is the stock market, BBEP has recently ... (
more)
From The Personal Finance Playbook
October 22, 2010 at 6:00 am
I read once that Warren Buffett usually won’t openly disagree for the people that run the various Berkshire (BRK-B) subsidiaries, but that you can tell when he disagrees ... (
more)
From The Personal Finance Playbook
October 4, 2010 at 6:00 am
One of the most popular posts (perhaps the most popular) in terms of driving search traffic to the blog is the 25 Best Business Movies post. As I’ve stated before, there ... (
more)
From The Personal Finance Playbook
September 30, 2010 at 6:00 am
I haven’t written a post in awhile, and it hasn’t been for a lack of inspiration. Part of it has been because I’ve been busy – but everyone is busy all ... (
more)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)