berkshiremystery Posted March 25, 2012 Share Posted March 25, 2012 Here's Guy Spiers partnership letter from February 2012 for his Aquamarine Fund. Cheers! http://www.scribd.com/doc/81991648/Aquamarine-Fund-February-2012-Letter http://www.google.com/search?hl=en&safe=off&tbo=d&noj=1&biw=768&bih=900&q=aquamarine+fund+site%3Ascribd.com+February+2012+Letter&oq=aquamarine+fund+site%3Ascribd.com+February+2012+Letter Link to comment Share on other sites More sharing options...
beerbaron Posted March 25, 2012 Share Posted March 25, 2012 What's the company that the Daily Journal bough a huge amount? BeerBaron Link to comment Share on other sites More sharing options...
berkshiremystery Posted March 25, 2012 Author Share Posted March 25, 2012 What's the company that the Daily Journal bough a huge amount? BeerBaron Munger’s Daily Journal Adds Sixth Holding to Portfolio 2012-02-10 http://www.bloomberg.com/news/2012-02-10/munger-s-daily-journal-broadens-investment-portfolio-with-a-sixth-holding.html Munger's Daily Journal Corp: Investment Portfolio Equals Nearly 80% of Market Cap 2012-02-14 http://theinvestmentsblog.blogspot.de/2012/02/mungers-daily-journal-expands-portfolio.html DAILY JOURNAL CORP CIK#: 0000783412 (see all company filings) Mailing Address 355 SOUTH GRAND AVENUE 34TH FLOOR LOS ANGELES CA 90071-1560 Business Address 915 EAST FIRST STREET LOS ANGELES CA 90012 Here are all their SEC filings: http://www.sec.gov/cgi-bin/browse-edgar?company=Daily+journal&match=&CIK=&filenum=&State=&Country=&SIC=&owner=exclude&Find=Find+Companies&action=getcompany Link to comment Share on other sites More sharing options...
PlanMaestro Posted March 25, 2012 Share Posted March 25, 2012 Nice chart. But I hate Taleb calling known things with known names by new names. This "anti-fragility" stuff ... what an awful invented word. Why not just call it resilient, elastic, redundant, adaptive or stable and these are just a few examples. The strategy of adapting instead of predicting is known from several fields (mechanics, biology, business strategy, military strategy, logistics) and each one provides ways to describe it. And calling "black swan" phenomena that are not examples of Hume's problem of induction. The anomalous orbit of Mercury, OK ... another real estate bubble, not OK. Link to comment Share on other sites More sharing options...
PlanMaestro Posted March 25, 2012 Share Posted March 25, 2012 What's the company that the Daily Journal bough a huge amount? BeerBaron He is guessing it is Bank of America. Link to comment Share on other sites More sharing options...
berkshiremystery Posted March 25, 2012 Author Share Posted March 25, 2012 Munger's Daily Journal Corp. Expands Portfolio over Eight-Fold in 5 Years 2012-02-13 http://theinvestmentsblog.blogspot.de/2012/02/daily-journal-expands-investment.html Link to comment Share on other sites More sharing options...
MrB Posted March 26, 2012 Share Posted March 26, 2012 Is Munger still running that portfolio? I thought I heard rumours that Li is running it now? Link to comment Share on other sites More sharing options...
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