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, ... (
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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 ... (
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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 ... (
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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 ... (
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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 ... (
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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 ... (
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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) ... (
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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 ... (
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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 ... (
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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 ... (
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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 ... (
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From The Personal Finance Playbook
April 26, 2010 at 11:09 pm
Choose the people in your huddle wisely.
Don’t worry, I’m not going to go all motivational speaker on you. It’s not my forte. Those people tend to make me ... (
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From The Personal Finance Playbook
April 20, 2010 at 9:27 pm
Just a brief note. Brookfield Asset Management (BAM) has responded to Simon Property Group (SPG) essentially offering to match their offer to inject capital into General Growth ... (
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From The Personal Finance Playbook
April 15, 2010 at 12:52 am
…may still be coming. At this point, Simon (SPG) has put in a bid to replace Brookfield Asset Management (BAM) in the recapitalization that would allow General Growth Properties ... (
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From The Personal Finance Playbook
April 10, 2010 at 5:27 pm
I’ve decided, as a matter of semantics, not to call my comments on books I read reviews anymore. I don’t really have a reason, I just don’t like the connotation. ... (
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From The Personal Finance Playbook
April 7, 2010 at 1:35 am
I live in St. Louis. Because of this, I regularly visit the website of the St. Louis Post Dispatch. I (mostly) agree with the general consensus that journalism is on the decline ... (
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From The Personal Finance Playbook
March 26, 2010 at 6:00 am
Read what I wrote about the general mechanics of these deals (and this deal) here.
I just wanted to write a quick update with a couple of notes about the General Growth Properties ... (
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From The Personal Finance Playbook
March 22, 2010 at 6:00 am
I saw an interesting comment on a value investing oriented message board the other day. The comment was directed toward a discussion about a particular company. During the ... (
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From The Personal Finance Playbook
March 19, 2010 at 1:44 pm
Please read my previous post for better background info on this deal and its mechanics.
It’s common for a company injecting capital into another, capital starved company ... (
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From The Personal Finance Playbook
March 18, 2010 at 11:36 pm
I’ve been meaning to write this post for a few days now. I’m not sure if this is something that everyone will be interested in, but it has (and has had) my full attention ... (
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From The Personal Finance Playbook
March 18, 2010 at 1:00 pm
I just wanted to write a quick post to share this link. Dr. Michael Burry is getting lots and lots of press/love from value investors since his appearance in Michael Lewis‘ ... (
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From The Personal Finance Playbook
March 10, 2010 at 3:56 pm
I’ve seen lots of articles about “buy and hold” lately – one of the popular ones on the blogosphere recently is about the lady who bought $180 worth of ... (
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From
March 6, 2010 at 4:58 pm
I was talking to a friend about investing the other day and was questioned when I used the expression “bottom up investors.” (As an aside, I love to talk about investing.
... (
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From
March 3, 2010 at 12:12 am
I just thought I would share this interview with Jack Bogle, founder of Vanguard. I’m not sure that I agree with regard to limiting what banks can invest in, but I definitely
... (
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From The Personal Finance Playbook
March 1, 2010 at 2:24 pm
I was talking to a good friend of mine earlier tonight about the stock market (one of my favorite topics!). He mentioned to me that his brother (who works for a major discount ... (
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