OracleofCarolina

Sorry, I could not find one, i have it on my dvr. Btw Scorpion, did you recently buy something on EBay.

::)Just watched it over at bengrahaminvesting.ca Now that I think of it, he could be a great successor To Buffett.

;D Great hour long show today, Mohnish was even on there. First Time for me to hear David Sokol speak and I was impressed. I think he would make a great CEO of BRK in the future.

I would urge you to listen to the conference call replay, it should be up on IVA's web site in the next couple of days, Charles and Chuck answered any question for about an hour. Everything from gold, Pfizer, inflation outlook, high yield bonds, selling puts, and Buffett and Munger quotes was discussed. Both of these guys are young(40's, late 30's ?) but show lots of wisdom, I could see them being on Buffett's short list for successors, in fact I use to joke when Charles disappeared last year that he was in Omaha studying with Buffett. They hate to lose money and always are looking at the downside risk and since I can invest without paying a load and feel comfortable placing some funds with them in case I blow up my other funds : )

BTW, I think they were discussing the 10 billion threshold to let interested investors know they will close the funds. I appreciate their candor and I don't think they are "money grubbing" . I will be listening to their conference call tomorrow.

one of the best I've read, Berkowitz, Klarman, David Winters, and Grantham in this one.

I agree, the load is a big turnoff...however if you are a registered representative then they will waive tge load. Fortunately for me, that is the case

That is how a friend of mine described IVA Worldwide Fund, I know we don't usually talk about mutual funds here but I am intrigued by this fund. Essentially, we have about 13 people who left First Eagle Funds working here. The funds just started up last year and they eat their own cooking. Very eclectic portfolio of bonds, stocks, gold, oil. They are having a conference call on 3/25 to discuss the funds. http://www.ivafunds.com/attachments/products/IVA_Worldwide_Port_Comp_Feb_2009.pdf

RJA This is an ETN with a Swedish Bank based on the Rogers Agriculture Index, LMNR Farming operation in California CRESY Argentina farming to name a couple

30% Contango 30% Western Sizzlin 10% LUK 10% BRKb 10% SNS 10% cash and small positions in stuff like BAC PRXI

"For many years I've enjoyed reading Frank Martin's letters. This collection contains much investment wisdom and, just as important, sets a standard for the advisor-client relationship." Warren Buffett This is a quote from their web site

http://www.mcmadvisors.com/downloads/2008_Annual_Report.pdf I don't think anyone posted this here, fantastic read on the current market and where we may be going from one of Buffett's favorite letters

Keep talking Cramer, keep the Berkshire Hathaway share price low for me! http://www.thestreet.com/story/10464539/1/buffett-watch-the-oracle-sells-america.htm BTW, I won't be surprised to see a Barron's cover soon sayong Buffett has lost his touch

conference call was today, interesting hour, the archive should be up on their site soon Anyone else listen?