racemize

Interesting... Let's see how all the netting works outs.

I'm with you eclectic--although the only subreddit I pay attention to is security analysis.

http://video.cnbc.com/gallery/?video=3000076571 a lot of talk about investing in single family homes. Generally upbeat on recovery.

Hi all, I've got a collection of value blogs that I'm subscribed to. I was hoping for: a) people on the board who have a blog to post a shameless plug for themselves b) any other awesome value blogs I should have The ones I've got are: http://widemoatinvesting.wordpress.com/ http://investorsanthology.blogspot.com/ http://variantperceptions.wordpress.com/ http://canadianvalueinvesting.blogspot.com/ http://mevsemt.blogspot.com/ http://www.oddballstocks.com/ http://stevensfund.com/ (this one is mine, and it doesn't have much content yet, but I'll throw it in)

Honestly, it was exactly what I expected. I was disappointed that the 2 didn't have the higher res (though since I had skipped the 1, I bought the 2 anyway--a year is a long time to wait). I've already got a couple on order, the screen is *absolutely* want I wanted. In fact, I don't know what could come out to make me want the next one... Regarding the earlier two...I don't think there was really anything unexpected about *them* either...so I don't get people who say that this isn't "revolutionary". Apple's entire bit is about taking the current evolution and just pushing things a bit, and refining them. It's not about huge researchy breakthroughs, and anyone expecting that is kind of deluding themselves. Apple isn't that kind of company, which does lend a bit more stability. That about sums up my thoughts exactly.

This is on my list, but I haven't had much time to dig into it. I talked to a previous CTO/CEO in the exploration industry and he mentioned SWN being one of the best run companies, though the valuation doesn't appear cheap.

I wish they would post in a different format, flip4mac sucks.

You can just type the name in and it will show up. Can't remember if you have to go to the history tab or not for that to work though.

Here's a hint regarding the assumption that I believe will be shown to be incorrect: Never say never. Best, Ragu how would shareholders get money that he keeps? I don't think he'd just give it back?

seems like homes (e.g., in distressed US). I personally have no interest in managing them or dealing with people, so it's out for me.

This looks pretty good--I've been interested in getting an in depth view at financial/stock market history (e.g., in general, but particularly in the US). I've already read a great deal about various different financial events/times via other investing books, but I would like one that goes through them all in some detail. Is anyone aware of such a book or should I just read books regarding each individual event?

I personally like it in single pdf/bookmark format, so here's a slightly different version: http://dl.dropbox.com/u/14968/farifax%20%282011%29.pdf

Regarding the one large PDF issue--I create one every week as well, and I've got it down to about three minutes of work. The key is using a download manager for the single sheet PDFs. E.,g., I use "down them all" Firefox extension. I would make them available, but i wouldn't feel good about it unless I was providing it to subscribers.

I'm on a ski vacation, but rest assured, it will happen.

I don't understand the effect (or even the underlying mechanisms) of HFT very well--if anyone felt like giving me an overview or pointing me to something, I would appreciate it. For example, I have heard them say they provide liquidity or are market makers, but it seems like they are likely just adding frictional costs to the overall system? Are they doing the world/market any service?

Hi All, similar to Leucadia, I wanted all the letters in one pdf. Here's one with yearly bookmarks, better formatted dates, and all current letters: http://dl.dropbox.com/u/14968/Oaktree%20%282012%29.pdf

Hi all, I'm somewhat OCD, so I wanted to get all the letters in one pdf. Thought I would post it: http://dl.dropbox.com/u/14968/Leucadia Letters (2010).pdf Should have bookmarks for every year as well. EDIT: fixed linked (hopefully)

+1

ah, so it is. Last time I looked, Fidelity had some net worth requirements that I hadn't quite gotten to.

Is it easy to trade these stocks from the US? So far, I've only dealt with US/ADR/Canadian.

interesting, but it seems like that can't be true across all time periods. I just ran it for a 10 year gap and the principle paid is less, though the payment is obviously less. It appears there is a break-over point, but it is probably less than the ones we're talking abut with the 2008 crisis.

I find dropbox to be the easiest/best. It's also a great service, in case you want to use it on your computer.

What a horrible hosting website. Can anyone host it anywhere else? (depositfiles.com or dropbox or whatever)? yeah, I couldn't get it to work either. I may download and combine them myself and host it on dropbox--if so, I'll post it.

Maybe I missed it, but was he actually on-board with deflation, or just indicating that things look bad? I would agree with your comment if he is in the deflation camp.

I've read "The Most Important Thing" and several of his letters--is there any more material to read from him? It appears that he has a huge archive here: http://www.oaktreecapital.com/memo.aspx So I'll probably just start going through those.