“There are two requirements for success in Wall Street. One, you have to think correctly; and secondly, you have to think independently.”
— Ben Graham
Q1 Investment Comments (3/31/13)
Q4 Investment Comments (12/31/12) Q3 Investment Comments (9/30/12) Q2 Investment Comments (6/30/12) Q1 Investment Comments (3/31/12)
Q4 Investment Comments (12/31/11) Q3 Investment Comments (9/30/11) Q2 Investment Comments (6/30/11) Q1 Investment Comments (3/31/11)
Q4 Investment Comments (12/31/10) Q3 Investment Comments (9/30/10) Q2 Investment Comments (6/30/10) Q1 Investment Comments (3/31/10) Q4 Investment Comments (12/31/09) Q3 Investment Comments (9/30/09)
Investing in the Time of Uncertainty (12/12) Investment Markets and the 2012 Election (10/12) Between a Rock and a Hard Place – Europe’s Crisis (6/12) Tax Policy and Stock Prices (5/12) Thoughts on Recent Market Volatility (8/11) Banking and Building – Is There Value? (6/11) Interest Rates and Asset Prices (6/11) Bottoms-Up - The Importance of Fundamental Analysis (10/10) Risk and Return (5/10) Berkshire Hathaway Annual Meeting Notes (5/10) Market Timing & Risk (3/10) Bond Shenanigans (7/05)
COMMENTARY
