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Ben Graham

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  1. We can never be sure what will happen – and certainly not when – but it’s important to be prepared for what’s likely to lie ahead. And understanding the inevitable pendulum swing in the way investments are viewed – from weeds to flowers and back – is an essential ingredient in being able to do so. Warren Buffett “I’ve commented about junk bonds that last year’s weeds have become this year’s flowers. I liked them better when they were weeds.” Thank you Parsad, for planting a new crop of seeds for all of us to think ahead about. ;) ;D ;) Invest in companies that are helping to stimulate the biggest change in communications technology in 100 years, like IBM, Intel, DirecTV, Fairfax & Berkshire Hathaway.
  2. ValueCarl, Your figures for Dow Chemical don't lie and the spirit of a great value investor never dies. Walter will be alive forever in light of his principles used to find value.
  3. I think this is one of your most readable/coherent paragraphs. I encourage more of them! To expand on racemize's comment, I agree, that when ValueCarl fine tunes his writing skills to address a larger globe market, his message gets delivered to more ears with quality. ValueCarl, I'm merely encouraging you to show off your best talent and leave behind the hidden asset (code - like talking in code that only a few people understand). I think your listening audience would grow exponentially, if you provide them with Quality of Service - QoS. You have such a great ability to express your point of view in a very learning and enlightening way, but sometimes the message gets caught in a trap (Value) with words outsiders can't interpret. So Carl please think along the line of delivery, and take racemize's advise. ok You have reach and scope, now tip the scale in your favor and apply some scale to your written messages.
  4. I think you both are thinking a head into the future with great ideas with IBM and DirecTV. I would go one step further and tie them together.
  5. Smith Affiliated Capital and Allianz Global Investors ( The top Institutional & top Mutual Fund Holders ) at Central Fund of Canada Ltd( CEF :AMEX), would welcome Munger's Daily Journal with open arms. But like you said it will never happen. Dream on - very nice idea. The love of Value makes one conjure up all sorts of images & ideas. Hester, I believe strongly in the value of your professional investment advice. The more I think about it, maybe you are on to something about; "If DJCO spun off their investment portfolio into a CEF, managed by Munger" Or, Central Fund of Canada Ltd( CEF :AMEX largest institutional holder - Allianz Global Investors Allianz Global Investors is a global asset management group committed to helping clients achieve sustainable success. We draw on the intellectual capital of our diverse family of investment managers—each with their own distinctive philosophy and culture—to provide clients with a choice of innovative investment solutions, including mutual funds, managed accounts, closed-end funds, 529 plans and retirement offerings. We are part of the Allianz Group, one of the world’s leading integrated financial services providers. Their range of investment products includes: Mutual Funds Closed-End Funds Managed Accounts
  6. Allianz Global Investors Allianz is thinking Ahead in the Cloud and getting Valuable. http://www.allianzinvestors.com/Commentary/MediaCenter/Pages/AheadintheCloud.aspx They are the largest shareholder of Central Fund of Canada Ltd ( CEF :AMEX), The short video clip says a lot. Embeded video is what business demands
  7. Smith Affiliated Capital and Allianz Global Investors ( The top Institutional & top Mutual Fund Holders ) at Central Fund of Canada Ltd( CEF :AMEX), would welcome Munger's Daily Journal with open arms. But like you said it will never happen. Dream on - very nice idea. The love of Value makes one conjure up all sorts of images & ideas.
  8. Long-time students of Charlie Munger are quite aware of Wesco (WSC), which Charlie has been Chairman of for some years. However, the Daily Journal Corporation (DJCO), while smaller, is perhaps the fullest public expression of Charlie Munger's business creativity. According to the DJCO's latest proxy statement, Munger, Marshall & Co control 41.1% of the company's stock. Mr. Munger and Mr. Marshall are the sole general partners of the Munger, Marshall & Co partnership. http://www.gurufocus.com/news/78840/charlie-munger-and-the-daily-journal-corporation J.P. Guerin Vice Chairman of the Board Daily Journal Corporation Los Angeles , CA Sector: SERVICES / Publishing - Newspapers Mr. Guerin is a private investor. Qualifications and Skills: Mr. Guerin has approximately 50 years of experience in business, working with both private and public companies. During that time, he has served on more than 20 boards of directors. Mr. J. P. Guerin has been the Vice-Chairman and a Director of Daily Journal Corp. since 1977. Mr. Guerin has been Vice Chairman of PS Group (alternate name is PS Group Holdings Inc.) since 1997 and also its Director since January 30, 1996. Previously, he served as Chairman of PS Group Inc. ("PSG") Board of Directors from 1985 to 1991 and also as its Vice Chairman from 1991 to 1993. Prior to retiring in 2002, Mr. Guerin served as a Director of Lee Enterprises Incorporated, a company owning newspapers. He served as a Director of PSG from 1978 to the 1996 Reorganization was consummated. * * *
  9. The Library of Congress Business Reference Services has every thing but the kitchen sink - how to assess the quality of management that is running the company. http://www.loc.gov/rr/business/company/public.html Check the quality of management: How competent is the management running the company? More importantly, how focused are they toward the company, customers, investors, and employees? In this age of rampant corporate greed, it's always a great idea to research the management of the company. The companies annual reports as well as newspaper/magazine articles are good places to get this information. http://www.wikihow.com/Find-Great-Companies-to-Invest-In Super Investor Portfolio Updates http://www.dataroma.com/m/home.php
  10. I'm not the least bit dumbfounded by Francis Chou's investment, who I greatly respect & admire. Here is why I think he holds Qiao Xing Mobile: The Explosion of Mobile Video By QUENTIN HARDY | February 14, Mobile video is coming on stronger. Cisco just released its annual five-year forecast for mobile data traffic, which projects that by 2016 mobile data will amount to 130 exabytes annually, 18 times current levels. That data figure is roughly the amount of data on 33 billion DVDs, or 813 quadrillion text messages http://bits.blogs.nytimes.com/2012/02/14/the-explosion-of-mobile-video/
  11. Dazel, You hit the nail right on the head. Berkshire Hathaway Inc BRK.B:NYSE Buffett, Soros among latest tech-stock buyers MarketWatch 7:25 PM ET SAN FRANCISCO (MarketWatch) -- The world's biggest investors are plugging into big-name U.S. technology stocks. From Apple Inc. to Yahoo Inc. , hedge-fund and other investors spied opportunities in the tech sector in the fourth quarter, according to regulatory filings late Tuesday. Warren Buffett, for example, added to positions in Intel Corp. and IBM Corp. , according to Berkshire Hathaway Inc.'s latest portfolio report, as of Dec. 31. Read more: Buffett sells Exxon; adds to IBM, Intel. http://www.marketwatch.com/story/buffett-soros-among-latest-tech-stock-buyers-2012-02-14
  12. brker_guy, My yellow brker hat goes off to you with your call for the headless horseman, to deliver on a silver platter, a Hesse head. stahleyp, Do I detect robber barons using questionable practices?
  13. Give me an inch and I'll take it a mile. Clearwire can support Sprint's wireless network. Then run it by me again ok ;)
  14. Exclusive Interview with Allan Mecham April 21, 2010 http://manualofideas.com/members/pmr201004_allan_mecham_interview.pdf
  15. Thank you Parsad for creating this message board. It is the equivalent of what is called the "Master Mind" group, in the book titled "Think and Grow Rich" by Napolean Hill. p. 251 ORGANIZED effort is produced through the coordination of effort of two or more people, who work toward a DEFINITE end, in a spirit of harmony. The "Master Mind" may be defined as: "Coordination of knowledge and effort, in a spirit of harmony, between two or more people, for the attainment of a definite purpose." No individual may have great power without availing himself of the "Master Mind." http://www.sacred-texts.com/nth/tgr/tgr15.htm P.S. Thank you Prem Watsa for recommending this book.
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