Cisco Systems
VALUEx Vail 2011 – Thoughts from the conference
VALUEx Vail 2011 is over. I already miss these three days. I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters in February this year.
The Boulevard of Broken Charts
Markets are efficient, or so we’ve been told. I am not here to put a rebuttal to this academic nonsense, but let me give you one of the core reasons why markets are and will remain inefficient: because human beings are efficient.
I am back!
I am back! It was an amazing trip. It started with Warren Buffett’s Omaha. I flew into Omaha on Thursday morning, and a few hours later received a call from the CFA Society of Nebraska, asking me to give a talk to their members.
