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valueorama

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Everything posted by valueorama

  1. valueorama
    Carl Ichan on CNBC now!!
  2. valueorama
    Lots of things need to be changed before you can say intrinsic value is damaged. One big thing is that most pension funds and insurance companies are told to hold investment grade securities. Who decides investment grade, Moodys and S&P. It is going to be difficult to tell pension funds/insurance cos to invest in whatever security without creating doubt in retiree's mind. Plus there are so many mutual funds and others which restrict themselves to AAA or AA or A floors for investments. Even money market funds are restricted. It will be very hard to change. If they do change, you need to create alternative universe where all the above mentioned funds can transfer smoothly without having a panic/run-in.
  3. valueorama
    Maybe he doesnt see lots of opportunities going forward.
  4. valueorama
    Glenn tongue! :o
  5. valueorama
    It is pretty funny that the bet money (escrow) invested in safe zero coupon did better than their respective bets. I have a feeling, with that escrow now in BRK, it will perform better than both their bets by 2017. ;D
  6. valueorama
    As I am not a seasoned investor, I want to know what is special about Ned Davis research. I get it through fidelity.
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