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Everything posted by dcollon

  1. Brief interview with Stanley Druckenmiller https://www.msnbc.com/stephanie-ruhle/watch/druckenmiller-warns-of-dire-consequences-of-more-government-spending-117262917868
  2. I have a filter for reading things about Mr. Buffett. When they can't spell his name correctly, I don't read it.
  3. Thanks for posting Spekulatius. Anyone have the full interview?
  4. Sanjeev, I apologize if this has already been asked, but could we do a pay option to get rid of the ads? I would be happy to participate.
  5. Great link longterminvestor! Thanks for the laughs this afternoon.
  6. Thanks Liberty. I really like him.
  7. Thanks very much for posting this interview Liberty.
  8. This recent blog post has some similar ideas shamelesscloner portrayed in a slightly different way. https://www.woodlockhousefamilycapital.com/post/the-lindy-effect
  9. Thank you for posting the interview Liberty
  10. I really enjoyed this book. Thanks for the recommendation LongHaul
  11. Here's the link https://www.youtube.com/watch?v=btdqC1V8cgg
  12. Thanks for posting Liberty. It's always great to hear Dr. Malone's comments.
  13. Clutch, I think that the "tech fear" was that Biden would win and the democrats would get control of the Senate i.e. the blue wave. I'm likely wrong on this though.
  14. I thought some of you might find this paper interesting. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3697259
  15. There is an interesting preferred that was just issued by Qurate if anyone is still looking for ideas.
  16. Xerxes, I read the book, but not cover to cover. There were some highlights of CEO's / Founders that I wasn't as familiar with, so in that sense it was interesting and made me want to read the actual letters. However, there were also some CEO's highlighted that I felt were pretty useless. I wouldn't have a problem recommending the book as something that you can jump around and read intermittently.
  17. Thanks for the recommendation wabuffo. I'm looking forward to reading it.
  18. There have been a lot of very worthwhile posts on this thread, but it has kind of gotten off the rails. I have truly learned from all of you, but let's try to get it back to facts as we know them today...realizing this is a very fluid situation. Thanks so much for all the data, articles, charts, etc...
  19. Chuck has been doing well for his investors since the early 90's. I would suggest contacting his firm to try and get his long-term numbers. They are usually willing to share the results, but maybe not anymore. The results are tied to separately managed accounts that go back longer than the mutual funds. Part of the problem is portability of returns. Therefore, you could also go back and dig up the results on the FBR focus fund that he managed, which also did quite well. This is a great thread...thanks for starting it chrispy.
  20. Thanks for sharing Liberty. I always enjoy listening to Chuck.
  21. Muscleman, I have found that it's easiest to use Schwab for most of what I do, but then again I'm likely lazy. I move money back and forth between my brokerage account and checking account. I move any excess cash to my brokerage account and buy short-term higher yielding securities. It allows me to pick-up about 100-200 bps on excess cash.
  22. Thanks for posting the interview Liberty
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