brker_guy

"NetJets CEO Says Wealth-Gap Critics Overlook Jobs Created " http://www.bloomberg.com/news/2014-05-21/netjets-ceo-says-wealth-gap-critics-overlook-jobs-created.html

http://www.bbc.com/autos/story/20140421-natural-gas-at-270mph

Very nice pix, Sanjeev!!!

"Products. Process. People". You got to love that catch phrase. :) I love the show too! We need more rational CEOs like this guy who put these P's before themselves and their golden parachute. Marcus Lemonis has an interesting bio: http://en.wikipedia.org/wiki/Marcus_Lemonis I think Shark Tank has too much prima donnas factor built into it. A little bit too much of Mark Burnett's Survivor flavor in it which I don't think is realistic. I will surely miss "The Profit" once I cut the cable cord later this year...

I don't want to add more fuel to this already inflated Social Media-infused bubble we are living under which reminds me so much of 1999, and that party didn't end so well as you guys might have remembered. However, I want to share with you guys this article. It's a fascinating read: http://www.newrepublic.com/article/117088/silicons-valleys-brutal-ageism My least favorite quote of the entire article,

Here is another well written article by Richard Bove, whom along with Berkowitz I consider amongst the best analysts of financial companies. http://www.valuewalk.com/2014/03/fannie-mae-freddie-mac-crapo/

Not sure if guys have seen this: http://www.bloomberg.com/news/2014-03-12/senate-s-fannie-mae-wind-down-plan-faces-high-political-hurdles.html http://www.bloomberg.com/news/2014-03-13/fannie-mae-investors-fate-to-be-decided-by-courts-crapo-says.html

http://www.marketplace.org/topics/economy/plan-wind-down-fannie-and-freddie Good story to listen to.

Cracked: 15 Things to Know About Gas, Money and Power http://www.bloomberg.com/slideshow/2014-02-21/cracked-20-things-to-know-about-gas-money-and-power.html#slide1

http://www.ft.com/intl/cms/s/0/7f0588f2-7eec-11e3-8642-00144feabdc0.html#axzz2qbMB5bZP

http://www.freep.com/article/20131126/BUSINESS06/311260096/buffett-goldman-sachs-detroit

Don't know if you guys saw this: http://www.cbsnews.com/video/watch/?id=50159347n

http://www.bloomberg.com/news/2013-11-05/bubble-trouble-seen-brewing-in-australia-home-prices-mortgages.html

http://www.bloomberg.com/news/2013-10-31/fannie-mae-sues-banks-for-800-million-over-libor-rigging.html

I hope the Nokia BOD tell Loeb to take a hike like Sony did with him last month.

Comcast, Comcast, Comcast!!! When will you ever learn not to fleece your customers? http://news.yahoo.com/comcast-latest-subscriber-shakedown-154519580.html

Not to mention having a little bit of humility along the way? The thing that made Buffett and Munger great is that they are humble in their earlier successes. It's how you carry yourself after you become good that makes you great, not how cocky you are that makes you great. We shall see how his long positions will do in the next 5 years, shall we?

I think a few years ago, Charlie Munger referred to it as the Easter Eggs Hunters looking for eggs to hunt, but will disappointed.

Don't know if you guys saw these articles today. Interesting Read http://www.bloomberg.com/news/2013-09-30/hedge-fund-manager-wants-to-be-on-tv.html http://nymag.com/news/business/boom-brands/sam-adrangi-kerrisdale-capital-2013-10/

JBird, I have a set of notes for 2010 and 2011 somewhere on one of my computers at home. I will look for it. The first few years when I went, my friends and I put together a set of notes that we passed around to share among ourselves. The last 2 years, Charlie has talked a lot more. So, the quality of the notes is much better.

There is a whole slew of DJCO's annual meeting notes you can glean from and learn from. You can google it online. Here is a hint to 3 of the 6 holdings he has: BYD, BAC and WFC. BYD was discussed ad nauseam at this year's annual meeting.

Sanjeev, you are killing me man!!!! ;D ;D ;D The irony of the book title and the name of the author, Harry "Long", is simply classic. I think he should just go with an alias like "Goe Long", and this would have been worth $500, not $200...

I think the above quote from the article might explain why it didn't end up in Warren's hands. I don't think Warren wants to be like the Sulzberger family selling the Boston Globe for pennies on the dollars after spending $1BIL+ buying the asset.

CSE agreed to a merger today. http://finance.yahoo.com/news/pacwest-bancorp-capitalsource-inc-agree-215011206.html

Don't know if you all saw this tonight on 60 Minutes: http://www.cbsnews.com/video/watch/?id=50142079n