dcollon

Sanjeev, You always make me smile when you are describing the restuarants you enjoy. You provide a great description. Have a nice afternoon, David

I always enjoy hearing companies that I follow mentioned in different settings. Did anyone catch the mention of Marquis Jets in the Entourage Finale (on HBO). Matt Damon was also wearing a Marquis Jets baseball hat. It's not the first time Marquis has been mentioned. Last season when Vincent Chase and the boys were trying to make a trip to the Cannes Film Festival Ari yeld at Lloyd to get in touch with his guy at Marquis. For those of you that don't watch Entourage this won't make any sense and I know it's random, but I love the marketing angles.

Here's the latest from Bill Gross http://tinyurl.com/ya96cbf

I will be there as well. It would be fun to catch up with the other members from this board. David

Partner, Good points. I'm glad you liked it as much as I did. I took a ton of notes while I was reading it and will definitely go back and re-read it at some point in the near future. Take care, David

A few smaller companies that I'm aware of that have done quite well are RLI & MKL. Although I think stock price compounding is a nice, I would use growth in book value over the long-term as a more important metric if I were the author of the note. I think the Davis Dynasty is one of the best books to read if you want to see how one individual compounded his weath by just owning insurance companies.

In case anyone wants the transcript from the interview here is the link: http://tinyurl.com/ljuphv

Rabbitisrich you're welcome. I can't take credit since I didn't know about them until Mohnish mentioned them during his presentation. I agree that the articles/comments are very interesting. Take care, David

I'm still working on my notes, but Mohnish mentioned the following article during his presentation. http://www.newyorker.com/reporting/2007/12/10/071210fa_fact_gawande?printable=true Some of you might already be familiar with it, but if not it's worth reading. Mohnish has actually spoken with Gawande and it has helped establish his checklist that he uses for investing. I also found this Gawande article to be interesting as well. http://www.newyorker.com/reporting/2009/06/01/090601fa_fact_gawande?printable=true It was really nice having a chance to meet some members on this board and some new people as well.

See you guys tomorrow.

I thought the below commentary from Paul Krugman (NY Times Magazine) was interesting...regardless if you like him or not. http://www.nytimes.com/2009/09/06/magazine/06Economic-t.html?_r=1&pagewanted=print

I wanted to say congratulations to the members of this board that benefited from this transaction. A lot of you were very early in suspecting/suggesting that something might be happening behind the scenes. I continue to think this type of analysis/discussion/insight is what makes this board so special. Great job to the posters and the "management" ;)

Thought some of you might enjoy this if you haven't read it already. http://media.pimco-global.com/pdfs/pdf/IO%20Sept%2009%20WEB.pdf?WT.cg_n=PIMCO-US&WT.ti=IO%20Sept%2009%20WEB.pdf

This came across this morning: Buffett to up stake in BYD Co ------------------------------------------------------------------------------ U.S. billionaire Warren Buffett intends to raise his stake in Chinese electric car and battery maker BYD Co Ltd <1211.HK>, BYD's chairman said on Monday. MidAmerican Energy Holdings, a unit of Buffett's Berkshire Hathaway <BRKa.N>, bought 10 percent of BYD for $230 million or about HK$8 a share last September, sparking a massive rally in the stock.

I'm planning on being at the meeting as well and would look forward to grabbing a SNS burger before the event. Maybe this location http://www.steaknshakerosemont.com/ since it's right near the meeting.

I thought some of you might enjoy this Knowledge@Wharton discussing on real estate http://knowledge.wharton.upenn.edu/article.cfm?articleid=2318

Below is a link to a Harvard Business Review written by Peter Drucker in 2005. Obviously it's a little old, but I had never read it and thought it was well worth it. http://www.sld.cu/galerias/pdf/sitios/revsalud/managing_oneself.pdf

I always find something of interest in the publications Columbia produces. http://www4.gsb.columbia.edu/null/download?&exclusive=filemgr.download&file_id=722370

Here is a more recent video of Jamie Dimon at the Seattle Rotary. (Scroll to the bottom of page to Video Archives) http://www.seattlerotary.org/index.php?option=com_content&task=blogsection&id=5&Itemid=29

Thanks for posting the article.

I thought this video was very worthwhile. I always enjoy listening to Jamie speak.

Yep, that's why I'm thinking about changing my settings on Edgar. Have a great weekend.

I know this is silly, but I'm getting tired of receiving Form 4 filings everyday telling me that the B&M Foundation is selling more BRK,B. I guess I could change my settings in Edgar and that would take care of my mental issues. ;)

That was pretty funny. Unfortunately it doesn't surprise me that Cramer had links to Dystra's option trading abilities all over their website, but since everything came apart there has been no mention. I guess the more people that follow Cramer and Dykstra the better, since they won't be trafficing in the areas that I care about.

I will be at the Chicago meeting. I would enjoy meeting up with anyone who is attending.