saumil

Why Piramal Healthcare is like Buffett's Berkshire Hathaway http://www.rediff.com/business/slide-show/slide-show-1-why-piramal-healthcare-is-like-buffetts-berkshire-hathaway/20120521.htm?print=true

http://finance.fortune.cnn.com/2011/12/20/blackstone-steve-schwarzman/

Shave the Nation Gillette’s recent campaign with soldiers as brand ambassadors marks a big shift in market capture strategy. But can premium brands go mass easily? http://epaper.timesofindia.com/Repository/getFiles.asp?Style=OliveXLib:LowLevelEntityToPrint_ETNEW&Type=text/html&Locale=english-skin-custom&Path=ETM/2011/12/11&ID=Ar00800 An interesting article on how an economic moat is guarded by Gillette India

Totatally agree on this.

Hi Jacob, Is it possible to post 'Part 2' in this forum? Its a private forum so it wont matter much. Thanks!!

excellent !!

http://finance.fortune.cnn.com/2011/09/12/ted-weschler-buffett-berkshire-hire/

http://www.rediff.com/business/slide-show/slide-show-1-special-did-warren-buffett-firm-try-back-door-entry-into-india/20110908.htm?print=true

I have created a resource on Seth Klarman here http://valuestockplus.wordpress.com/seth-klarman/ On the above page there is direct link to a scanned copy of MoS. I hope all like it :)

"If only someone could figure out how to do that and not have it be built on a house of cards . . . ." Very True!

http://valuestockplus.wordpress.com/2011/08/08/will-us-have-its-sputnik-moment-again/

What's Wrong With Analysts In One Line http://www.barelkarsan.com/2011/08/whats-wrong-with-analysts-in-one-line.html

http://www.businessweek.com/news/2011-08-04/buffett-can-t-get-analysts-to-say-buy-after-berkshire-s-decline.html

Description Developed by two professors from leading US business schools, uValue is a corporate valuation app for the iPad. The app helps you value businesses using conceptually rigorous, yet practical and widely-used tools. You can value firms using the ‘weighted average cost of capital’ (WACC, or 'cost of capital') approach, the ‘adjusted present value’ (APV) approach, the ‘dividend growth model’ (DGM), or real option valuation (ROV) techniques. It was co-created by Professor Aswath Damodaran at the Stern School of Business and Professor Anant Sundaram at the Tuck School of Business at Dartmouth, two academics with extensive teaching, advising, consulting, and research experience on business valuation. The app is free. We want anyone who is keen to do a good valuation, anywhere, to have access to self-contained, fully-functional tools to do so. Time and again, we see that poor investment decisions start with poor valuations. Consequently, uValue is fundamentally educational in its intent — it comes with three important features: pop-up boxes that define and explain every input or concept, a uValue Companion that is a mini-textbook on valuation, and links to a data set that give you industry data benchmarks. uValue presumes basic familiarity with financial statements. With the WACC and the APV models, you can also choose between 'Detailed' or 'Simple' versions. (There is a section that walks you through how to make choices if you're not sure.) You do have to agree to a disclaimer within the app before you can use it. We hope you have fun with uValue, and enjoy using it! - From App Store (http://itunes.apple.com/us/app/uvalue/id440046276) - Saumil

Warren Buffett Resource - Largest on the Net - http://warrenbuffettresource.wordpress.com/