Research. Reviews. Ideas. Built for investment professionals.

Warren Buffett


Are We Complacent or Petrified?

On my recent one-day visit to San Francisco, I chatted briefly with a flight attendant who wanted to know whether any of the papers I was discarding would make her rich if she read them. I suggested that she should… READ MORE ›

“Pretend and Extend” vs. Prediction: Other Lessons from Berkshire Hathaway

A surviving investor is always learning beyond what is obvious from platform presentations and gaining additional insights from past experiences. As almost all the investing world knows, there is a five-hour question and answer session at the annual Berkshire… READ MORE ›

Interaction of My Investment Muses

Almost every year on the Saturday evening nearest to February 22nd, my wife, Ruth, and I attend the birthday dinner celebration for George Washington, the first and greatest US president.At each George Washington’s Birthday celebration, The Mount Vernon Ladies… READ MORE ›

Keep Looking for Growth

Introduction

I am not always a contrarian, but an opposite view from the crowd often gives an investor a safer perspective. Thus the lackluster performance of the US stock market in the first half of January is a prod to… READ MORE ›

Yellen’s confirmation; Managers swap positions in 13F roundup; Blodget’s redemption offensive

Today’s most shared: Yellen sails through first day of questions, posturing, and foolishness… Merkel’s conservative partners want a process for countries to ‘temporarily’ exit euro… Blodget’s PR offensive as Business Insider surpasses CNBC’s Web reach…… READ MORE ›

Linkfest: Marks likes China; Jamie Dimon: The Lance Armstrong of Wall Street? Gentlemen, start your iPhones; Info overload

Today’s most shared: Howard Marks likes China… JPMorgan was supposed to be above the crowd, but is Jamie Dimon now the Lance Armstrong of Wall Street? … US government investment in infrastructure falls … How… READ MORE ›

Linkfest: Germany rejects FX blame game; Libor reform proves tricky; Harvard’s endowment unimpressive

Today’s most shared: Germany pushes back on criticism of economic policies… Specter of deflation haunts Europe… Oracle shareholders vote overwhelmingly against Ellison’s compensation package… Libor unreformed despite scandal… After long superior record, Harvard endowment’s 5-year… READ MORE ›

Linkfest: Bank legal payouts pick up; Weak jobs seen keeping Fed on QE path; Shutdown, Obamacare claimed to impact job market

Today’s most shared: Banks shield swaps from prying eyes, seek to sidestep regs as legal payouts climb… China banks hike loan reserves ahead of expected defaults… Politifact calls out Bartiromo on part-time employment claims… White… READ MORE ›

Linkfest: The cost of government dysfunction; Regulators defriend Dimon, Buffett defends; Athlete futures

Today’s most shared: Counting the cost of shutdown showdown… Fantasy football IPOs… Development hardball and extreme land-grabbing in Shanghai’s French Concession…Regulators unconvinced of Dimon’s greatness, desirability of banks’ physical commodities business… declining labor mobility.

1. This fiscal fight… READ MORE ›

Linkfest: Billions wasted on investment advice; Fed forward guidance seen harmful; Burger-flipping as a retirement plan

Linkfest.com finds today’s top headlines by following the best ‘curators’ on the Web and on Twitter, and by your votes and social media shares – pick the most important stories you think should appear by voting here.

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