indythinker85

I think SA market currents is under-appreciated. I think its a great resource as well.

Have not watched it yet, but looks good. http://www.valuewalk.com/2013/12/contrarian-documentary-john-templeton-full-movie/

Govt responds http://www.valuewalk.com/2013/12/fairholme-responds-treasury-motion-fannie-mae-freddie-mac/

30.29% through November, best year since 2009 (about 55%).

Hmmm.... Still on twitter? Same person right? https://twitter.com/SamAntar

http://www.bloomberg.com/news/2013-12-10/oaktree-s-howard-marks-says-european-investing-to-accelerate.html http://www.valuewalk.com/2013/12/howard-marks-goldman-sachs/ http://www.chinamoneypodcast.com/2013/12/11/howard-marks-investors-should-be-cautious-in-todays-markets http://video.cnbc.com/gallery/?video=3000225577&play=1

O thanks so they just posted it online?

http://www.valuewalk.com/2013/12/mr-buffett-the-teacher/

Is this it? http://www.valuewalk.com/2013/12/mr-buffett-the-teacher/

http://blogs.rhsmith.umd.edu/davidkass/uncategorized/warren-buffetts-meeting-with-university-of-maryland-mbams-students-november-15-2013/

You are talking like any modern MBA or portfolio theory student. I hear the word "alpha" and I gag! Why would you need to pay someone 1 & 20 to do what swaps or other cheaper products could achieve? And that +2% is over years relative to the S&P 500. Any wonder why pension funds and endowments are so mismanaged...because of their short-term concern for "alpha", while paying idiots like Chanos a fortune. Your argument was identical to the one Whitney Tilson used when I originally posted that years ago. Cheers! I hear both sides of the argument but agree more with Parsad; long term alpha does not matter. You cannot buy things with alpha, but this gets into a whole different argument absolute vs relative, what is risk etc. All I can say is LOL especially re Tilson.

LOL very blunt. I have heard his LT performance is very poor from several knowledge people, but I never saw any performance stats. Very nice thanks Parsad, do you by any chance have something more recent from the firm? Cheers!

http://blogs.reuters.com/unstructuredfinance/2013/12/09/jim-chanos-bad-news-bear-urges-market-prudence/

http://www.forbes.com/sites/brentbeshore/2013/12/06/where-to-find-the-biggest-ideas-for-your-business/

http://www.bloomberg.com/video/peter-lynch-s-journey-from-funds-to-philanthropy-iTnw6PT4QR~Vx_GrewmQmw.html found via http://valuewalk.com/ http://www.valueinvestingworld.com/

Hugh Hendry on why hes bullish now http://www.valuewalk.com/2013/12/hugh-hendry-bull/

http://www.newsweek.com/investors-are-betting-company-fumbled-healthcaregov-has-room-fall-207620

http://www.valuewalk.com/2013/12/kyle-bass-answers-questions-at-icio-investment-summit/

Klarman's Baupost to return $4B to investors http://www.institutionalinvestorsalpha.com/Article/3285746/Seth-Klarmans-Baupost-to-Return-4-Billion-to-Investors.html

http://kingworldnews.com/kingworldnews/KWN_DailyWeb/Entries/2013/12/3_There_Are_Absolutely_Terrifying_Risks_Facing_Global_Markets.html

http://www.valuewalk.com/2013/12/contrarian-john-templeton/ http://www.tennesseecontrarian.com/ I think someone mentioned it was focused also on his religious life but dont recall.

Thanks for the answers booked looked so good but I guess thats life!

No

Great coverage links to tons of posts here http://www.valuewalk.com/2013/11/robin-hood-conference-live/ http://blogs.wsj.com/moneybeat/search/robin%20hood%20conference/?s=robin+hood+conference http://search1.bloomberg.com/search/?content_type=all&page=1&q=robin%20hood%20conference http://www.businessinsider.com/author/julia-la-roche Feel free to add links I missed or comments