racemize

I think it is just from his comments, e.g., recently he said he had JPM in his personal account. I think I also read some of his comments on the HK stuff he was buying earlier this century.

Franklin?

incidentally, if you want to pull the latest S&P500 data including dividends, use this: =(Index(ImportHtml("http://www.standardandpoors.com/indices/sp-500/en/us/?indexId=spusa-500-usduf--p-us-l--", "table", 7),4,7)) I also have it update based on the S&P500 so the TR updates in real time by taking the difference between the TR and the normal return and adding it to the current change in S&P500 ytd: =(Index(ImportHtml("http://www.standardandpoors.com/indices/sp-500/en/us/?indexId=spusa-500-usduf--p-us-l--", "table", 7),4,7)) - (Index(ImportHtml("http://www.standardandpoors.com/indices/sp-500/en/us/?indexId=spusa-500-usduf--p-us-l--", "table", 7),6,7))+E3 where E3 is current S&P ytd %.

yep, I've been having the same problem with FFH and with the index. Here's my fixes for it until they get it fixed: for inx: =ImportData( "http://download.finance.yahoo.com/d/quotes.csv?s=%5EGSPC&ql=1&f=l1"&"&workaround="&INT(NOW()/TIME(0;2;0))&REPT(GoogleFinance("GOOG");0))*GoogleFinance("CURRENCY:CADUSD") for FFH (with conversion to USD): =ImportData( "http://download.finance.yahoo.com/d/quotes.csv?s=FFH.TO&ql=1&f=l1"&"&workaround="&INT(NOW()/TIME(0;2;0))&REPT(GoogleFinance("GOOG");0))*GoogleFinance("CURRENCY:CADUSD")

I'm not advocating the article, but nice to have all these charts put together: http://www.businessinsider.com/politics-economics-facts-charts-2012-6#weve-had-an-amazingly-prosperous-run-for-the-last-70-years-but-we-just-had-a-big-unusual-hiccup-in-economic-growth-1

Same as the other thread, but with AIG.

Since there's a bunch of us in BAC, wanted to see how heavily we're in. I'm doing one for AIG as well.

I've seen a couple of Geoff Gannon's blind evaluation posts and thought they were neat (incidentally, is he popular for any reason other than that he's a good blogger, e.g., is it based on a record or some other notoriety that I am unaware of?). If I were to put up some fundamental data of a company, without its name or current price, would the board be interested in valuing it blindly as an exercise? For example, I might take the relevant data from a ValueLine sheet or some other source, either in a spreadsheet or a screenshot of some sort. I was thinking of doing it weekly or bi-weekly, if people were interested (and assuming I don't get lazy about it, I doubt I would if people really liked it). Let me know!

oh, I'd love to read his letters. If I asked him directly, would I have a shot at getting them?

it was pretty packed this year, seems like people are taking more notice in general.

Oh, that's right, I forgot since I use my own domain. Mine is stevensfund.com (Disclaimer, this fund is not open to investors, I just wanted to start keeping track and doing my own writing).

Google has the advantage of being free. That being said, it is awful to do customizations of the template with. My understanding is wordpress is much better, but it costs money. Not too much though. I use google--after getting through the nightmare of customization (note that mine was heavily customized, down to a lot of CSS and HTML hand editing), it isn't so bad.

shalab, I'm not certain what you are getting at with the stats on Berkshire relative to FFH--could you elaborate?

This one was specifically HARP. Like you, I couldn't say no, but it just seems odd as I need no help at all and there is a limited source of funds available for this. Now, I'm really going to have trouble justifying accelerating payment of my mortgage as it is at 3.75 percent (even lower with tax writeoff).

Note that FFH is nice enough to do the reserve triangle modification I mentioned above in their actual report (I haven't seen others do this), so you can just read it from the 10-k.

Wells appears to be doing everything through the mail, so far really painless. I think it takes about a month to complete though.

I think the modified triangles (that you have to do by hand) that shows the AY developments on a per year basis are somewhat useful. The ones that are in the 10-k's do not seem very informative on their face though.

and the guy was working late--apparently the only requirement is no second lien and not pulling out equity. Personally, I would have helped out someone other than myself, but I'll take a full 1% off my rate at no cost.

I was not expecting to get one--aren't these refinancings supposed to be for people who aren't making payments or are underwater? Letterhead and everything looks legit.

I think westlaw works for that, but it is quite expensive.

good lord, where did all those RSUs go?

I actually took that seriously for a little bit.

I do everything by custom spreadsheet. It's the only way I can keep a good IRR over time as well.

I've read all of his memos as well as the book, and would definitely recommend them all. The book is a nice book-end, and is well worth reading, imo.

That was great, other than the annoying women. Seems like all these shows are filled with people looking at laptops and interrupting throughout the interview...