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dcollon

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Everything posted by dcollon

  1. Carl Icahn's All-time Best and Worst Verbal Jabs http://finance.fortune.cnn.com/2013/01/28/carl-icahn-herbalife-ackman/
  2. Below is what I was thinking about as I listened to Carl try to string together his comments
  3. I can't believe I just spent 30 minutes listening to that exchange.
  4. A little more... http://www.businessinsider.com/bill-ackman-fires-back-at-carl-icahn-2013-1
  5. Interesting news on the zero coupon and the investment in Berkshire. Thanks for posting the update.
  6. http://www.bloomberg.com/news/2013-01-24/buffett-reaps-gains-as-usg-to-eagle-build-on-u-s-housing-rally.html
  7. WSJ: Witness Adds Threat to SAC Probe Witness_Adds_Thread_to_SAC_Probe_-_WSJ.pdf
  8. Some very interesting points in the video. Thanks for posting it.
  9. Shiller on Housing. http://video.cnbc.com/gallery/?video=3000141873
  10. hellsten, I really enjoyed that interview. Thanks for sharing.
  11. Albert Edwards: SoGen Time to Re-evaluate Asset Allocation in the Ice Age? SoGen_Global_Strategy.pdf
  12. http://www.berkshirehathaway.com/meet01/2013meetinginfo.pdf
  13. FCC granted Liberty control of Sirius http://www.bloomberg.com/news/2013-01-03/fcc-approves-liberty-media-control-of-sirius-xm-licenses-1-.html
  14. http://www.bloomberg.com/news/2013-01-03/geithner-said-to-plan-departure-before-debt-ceiling-deal.html
  15. compoundinglife, I totally agree. Just because we're on the discussion, I attached another one of my favorites. Munger_Guaranteed_Misery_in_Life.pdf
  16. Since the news is generally slow today and I'm sick of hearing about those people that supposedly work hard in a district out east I thought I would post one of my favorite speeches from Charlie Munger. It's a great read on most any day, but certainly a day like today. Happy New Year to everyone. Munger_USC_April_14_1994.pdf
  17. Quick article about Mr. Kahn. The_Intelligent_Investor__The_107-Year-Old_Stock_Picker_-_WSJ.pdf
  18. Thanks Shai and Sanjeev. Enjoyed that a lot.
  19. Thanks for posting Evolveus. I always enjoy listening to Kyle.
  20. Thanks giofranchi, that's a good enough recommendation for me to buy it. :)
  21. mevsemt, You're the best! Thank you for pointing that out. Is it a good book?
  22. Thanks for the recommendation of this book. I really enjoyed it. I was not aware of the story behind General Cinemas. I always enjoy reading more about Singleton, Buffett & Malone. We need someone to write a book on Mr. Malone.
  23. Good news for SIRI http://seekingalpha.com/article/1065901-royalty-decision-sends-sirius-xm-soaring?source=yahoo
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