While in Omaha attending the Berkshire Hathaway annual meeting I had the pleasure of participating on a Value Investing Panel at Creighton University. Ben Claremon from Inoculated Investor blog took very good notes from the event, you can find them in the PDF below.
Related Articles
Investment Process Presentation
"Better information" usually means insider information and will land you in jail. "Better analysis" means being able to build better models. "Be more rational than average market participant"
Playing a Game of Economic Survivor
At first, I felt like I needed a healthy dose of Prozac to tackle the article — it is easy to get depressed about the global economy.
For Europe, Breaking Up Is a Hard Thing to Do
Everyone is looking with horror at Europe, waiting for the European Economic and Monetary Union to break up and for the PIIGS to start dropping like flies, taking the rest of the euro zone and the global economy with them.
0 comments