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dcollon

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Everything posted by dcollon

  1. Here is a link to an interview where they pronounce his name http://www.ndtv.com/video/player/ndtv-special-ndtv-profit/buffett-gives-full-freedom-to-work-ajit-jain/194567
  2. Thanks for posting the link. Interesting.
  3. I apologize if I missed this, but I didn't see the "memo" posted. http://www.oaktreecapital.com/MemoTree/It%27s%20All%20Very%20Taxing%2011_16_11.pdf
  4. http://www.nytimes.com/2011/11/27/business/william-ackman-carl-icahn-and-the-seven-year-tiff.html?pagewanted=1&_r=1&ref=business
  5. I copy and pasted the different parts together from this morning on CNBC. See attached. CNBC_Buffett_Interview_11.14.11.docx
  6. I don't know why, but it always amazes me when I read an article like that. The greed/envy/ego trilogy is so toxic.
  7. He manages money with Gardner, Russo & Gardner. They manage both separate accounts and some pooled money. The firm is based in Lancaster, PA.
  8. Sanjeev, I'm familiar with the problem, because my daughter has been struggling with ankle pain over the last 3 years. I'm certainly not an expert, but would be happy to share our experiences/what we've learned. Feel free to get a hold of me offline if you want. I'm around all day tomorrow.
  9. alertmeipp, very good point.
  10. I'm still not sure how I feel about the whole CDS market, but the lack of transparency is certainly a negative in my view.
  11. http://www.bloomberg.com/news/2011-11-01/selling-more-insurance-on-shaky-european-debt-raises-risk-for-u-s-banks.html
  12. http://www.bloomberg.com/news/2011-10-28/ackman-s-pershing-acquires-12-2-stake-in-canadian-pacific-may-seek-talks.html
  13. Txlaw, Thanks for posting the update.
  14. I'm enjoying the book so far, but have a long ways to go.
  15. Here's a good site. http://www.aar.org/StatisticsAndPublications.aspx
  16. Sanjeev, I finally got around to reading the book about Peter Cundill and wanted to thank you for the recommendation. I really enjoyed learning more about him and the contacts that he made over the years. I thought Prem's foreword was nice too. I would highly recommend this book to anyone who hasn't read it yet.
  17. MrB, I got the same impression. I actually thought there was something wrong with the camera for a little while. I have never read anything about him having an ailment, but it was strange.
  18. http://www.institutionalinvestor.com/Article/2919905/Is-Klarmans-Baupost-Seeking-Cash-from-Investors.html?ArticleId=2919905
  19. Too good not to post http://www.bloomberg.com/news/2011-10-20/former-ballplayer-dykstra-pleads-no-contest-to-grand-theft-auto-charges.html
  20. He always makes things seem so simple, which I enjoy.
  21. Wow...very interesting....thanks for the heads up.
  22. http://www.vanityfair.com/business/features/2011/11/michael-lewis-201111
  23. http://dealbook.nytimes.com/2011/10/10/volatility-thy-name-is-e-t-f/?pagemode=print
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