CorpRaider

Here here on Akre, wish his mgmt fee was a little lower though. Let me plug Dan Fuss @ Loomis Sayles for fixed income too. He doesn't do the macro stuff like Gundlach and Gross. Applies more of a credit analysis/value manager Grahamian strategy and has performed well. He is getting long in the tooth though.

Probably stopped off in Pakistan for refueling and nukes...

But you can use that winter time to put together your furniture...

All true. But I do think it is noteworthy that, as the original poster on Buffett's analysis of this issue pointed out, he had his $1.5MM (in today's dollars) at 26 without the benefits of OPM and determined that he could just run that and live from it (and probably still hit his goal of becoming a millionaire by 40).

PLUG weekly calls...just kidding! It is getting crazy.

You sure about that timing? Not that it really matters, but I thought that was after Graham Newman closed up shop and he declined to carry on with Mr. Newman (and his son?) and decided to go back to Omaha. I thought it was after this decision (not to just retire and live off his own capital) that he formed the first of his own investment partnerships with friends and family.

Mohammed, is that you? ;D I own zero total return, I prefer fundamental bottoms up value guys like Fuss. I do, however, like Ivascyn in corporates and Keane (the muni guy) and the short term guy seems good too.

Two words: transcendental meditation.

I just wonder why he chose the S&P 500 versus a value index or a smaller market cap index. I guess those are more likely to be high ROIC businesses...

Is this one better than "Keynes's Way to Wealth"? I had picked that one up on my "to read" list from somewhere.

It would be out of the box unless you view it as arbitrage, in which he has been known to partake. BP would be a guess if he didn't already hold the xom...

I'm sure energy independence will become the biggest priority in Europe, but significant LNG bandwidth is still years away. Until then, Putin has a strong hand which he is now playing. Yeah, I also read an article about them firing up coal plants. We've lots of that too.

We can step up the pace of preparation for exporting LNG to europe so they can really cut the Russians off at the knees if need be.

I wondered if that was the "english stock" Buffett was talking about this morning...

We landed on the moon!!! ;D

. Probably be because they may rememeber when russia just took a large chunk of territory from them back when they were weak.

KMI-WT

"Agreed. I use prfz and/or vbr as a yardstick/touchstone." Wow, PRFZ is kicking my ass...

Thanks for the head's up. I'm in for a copy.

Lancashire, thanks for all the excellent discussion in that thread TWA, GIO, Ross et. al.

I move that this site be renamed to the "Corner of Sears Holdings, Berkshire and Fairfax."

Good show twa! I'm in. I appreciate all the hard work by Sanjeev and the contributions from all (most) of the members.

I appreciate your efforts. If you ever decide to charge a few bucks a month to run off some of the chaff, I'm in.

WSJ is running a President's Day deal for new digital subscriptions, just FYI. $1 for the first three months. I let my print subscription lapse years ago, but I think I might go for the digital only. Now that I have an iPad air, I seem to read more periodicals. I would prefer to do the FT, but I don't really care much about the global macro opinion stuff. I just want good business and investment reporting and maybe some analysis of facts on the ground. Basically, I want pre-murdoch WSJ. Oh how I wish Bloomberg would buy the FT. Edit: Here's the link to the offer: https://buy.wsj.com/offers/html/offerPres2014.html?trackCode=aaqf7cyz#pd

New 13F http://www.sec.gov/Archives/edgar/data/1420192/000095012314002334/xslForm13F_X01/form13fInfoTable.xml