Tuesday, September 13, 2011

Index of Posts

I will post links to pages on this page in case there are multiple posts on specific ideas; this can be tricky to track on a blog.  This is sort of like a manual "categories" section offered by other blog platforms.
                                                                                                                                                                              
YHOO                                                      LUK                                       GS                            
Yahoo Worth More Than $20/Share!        LUK at Book Value               Goldman Sachs is Cheap!
Alibaba Worth $32 Billion                          LUK Buys More JEF
Yahoo Deal?                                              LUK: Some Quick Notes
Yahoo - Alibaba Group                              Leucadia National Annual Meeting Notes 2012
                                                                  National Beef
                                                                  Leucadia FMG Note Resolution
                                                                  Leucadia-Jeffries Merger
                                                                  Leucadia-Jeffries Merger Loose Ends
                                                                  Leucadia National Annual Meeting 2013

GOOG                                                      GLRE
Is Google Cheap?                                      GLRE: Hedge Fund Exposure at Book
                                                                  GLRE: David Einhorn at Book
                                                                  Greenlight Re Investor Meeting Notes
                                                                  Einhorn's Macro Trades
                                                                  Greenlight 2012 Results
                                                                  What GLRE is Worth to Einhorn

TPRE
Third Point Reinsurance Ltd. (TPRE)

AAPL                                                        IBM
Why Value Investors Like Apple              Harold!
Goodbye Steve Jobs
I Am Out               
Why I Left Apple (Apple is a Speculation)
Apple is No Polaroid, But...
Create Your Own Apple Stub
Newton's Apple

JPM                                                           JNJ
JPM at Tangible Book                               Tweedy Browne on Johnson & Johnson
Bank TARP Warrants
JPM Investor Day
JPM Annual Report 2011
JPM: Oops...
JPM 2Q Conference Call
JPM Investor Day 2013
JPM 2012 Annual Report
JPM Investor Day 2014
JPM Annual Report 2013

SNE                                                           FRFHF
SNE                                                           Fairfax Financial's Interesting Bet
The Problem with Sony
Deconstructing Sony: Some of the Parts Have Value
Sony Disaster Continues

GSVC                                                        CCH
GSV Capital                                               Coca-Cola Hellenic Bottling Co
GSV Capital: Exposure to Facebook Update
GSVC Update

BRK
Berkshire Hathaway at Book Value?
Berkshire Hathaway Share Repurchase!
Berkshire Hathaway Price-to-Book
So What is BRK Really Worth? (Part 1)
So What is BRK Really Worth? (Part 2)
So What is BRK Really Worth? (Part 3)
So What is BRK Really Worth? (Part 4)
Berkshire Hathaway Annual Meeting Notes (of Notes) 2012
Recapitalizing Berkshire Hathaway
Buffett on CNBC
Buffett Letter 2012
Value of Investments per Share (Berkshire Hathaway)
Berkshire Hathaway Annual Report 2013
Buffett on CNBC with 3T's


MSFT                                                          BTF, BIF, DNY
Microsoft                                                     BRK at a Discount?

Softbank
What is Softbank Worth?

HRG
HRG: Harbinger Group
HRG: Harbinger Group, Negative Stub Value

MKL
Markel at Book?
Markel 2011 Annual Report
Markel - Alterra Merger
Markel 2012 Annual Report
Markel 2013 Annual Report

6201: Toyota Industries
6201: Toyota Industries

L
Loews Corp
CNA: One of the Parts (of Loews)
Loews Corp: Recent Returns, Adjusted Book Value etc...
Loews Adjusted Book Value Update
More Adjustment to Loews Book Value
Loews 2012 Annual Report

Y
Y: Alleghany Corp
Alleghany - Transatlantic Merger
Alleghany Corp Investor Day
Alleghany Annual Report 2013
Y So Cheap?

FOFI
FOFI: Hedge Funds at a Discount?

RNSDF
Renault-Nissan: A Stub Trade from Hell

CRESY
CRESY: Emerging Market, Farmland, Real Estate

OZM
OZM: Och-Ziff Capital Management Group

BX
BX: Blackstone Group

KKR
KKR Cheap?

OAK
OAK: Oaktree Capital Management IPO
Oaktree's Grand Slam
DoubleLine Capital Valuation Hint
Solid Results at Oaktree, But...
Memo from Brooklyn (OAK's Preferred Rate)

NMR
How Do You Solve a Problem Like Nomura
Possible Downgrade of Nomuras Credit
Nomura Update

Olympus
Olympus
Olympus Kills Japanese Stock Market?
Olympus Continued

JEF
Stunningly Bad Analysis
JEF Up 20%

KFT
Kraft Split Up Valuation

HPQ
Seth Klarman Buys Hewlett Packard?

PZN
Pzena Investment Management (PZN)

2127
2127: Nihon M&A Center

2492
2492: Infomart


7974
Nintendo for Free?!

AMZN
Is Amazon a Short?

BH
Biglari Holdings: Real Deal or Phony?
Cracker Barrel - Biglari Holdings
Biglari Holdings Annual Report
Biglari Holdings Annual Meeting
Biglari Compensation Plan

FB
So What is Facebook Actually Worth?

BAC
Taking a LEAP into BAC
Stubbing Bank of America
Merrill Doing Good, What's Wrong with GS?

RHDGF
Retail Holdings
Bangladesh and Sri Lanka

JCP
America's Favorite Store Part 1
America's Favorite Store Part 2
JCP: Johnson Premium Gone


SEB
SEB: Seaboard Corporation


CKH
CKH: Seacor Holdings Inc. Annual Report 2011


8766
Tokio Marine Holdings: Japan Fund with Negative Management Fee?

LAZ
Lazard: Countercyclical Finance Play?

WFC
Wells Fargo-Goldman Sachs Merger
Wells Fargo is Cheap!
Mr. Market versus Mr. Buffett

WETF
WisdomTree Investments (WETF)

KCG
Knight Capital Group (KCG)

SPE
Special Opportunities Fund (SPE)

CHTR
Charter Communications (CHTR)

LMCA
Liberty Media Investor Day 2013

CWGL
60% Yield! (CWGL: Crimson Wine Group)

TDG
TransDigm Group (TDG)

TDY
Is the Next Teledyne the Old Teledyne?

CFX
Colfax Corporation (CFX)

FRMO
FRMO Corp. (FRMO)

DVA
DaVita HealthCare Partners

XOM
Exxon Mobil (XOM)

POST
Post Holdings (POST)
Post Holdings Annual Report 2013

Platform Specialty Products
Platform Specialty Products

GHC
Graham Holdings Split-Off

DTV
DIRECTV (DTV)

ARES
Ares Management, L.P. (ARES)

BUD
Big Dream: Anheuser-Busch Inbev (BUD) / Coca-Cola (KO) Merger

KO
Is Coke Undermanaged!?

Heinz
Heinz Update: Who's Next? 

TETAA
Teton Advisors, Inc. (TETAA)

WLRH
WL Ross Holding Corp (WLRH)


General Comments on Investing
The Perils of Trying to Time the Market
Are Stocks Still Good Investments?
Theme Investing, Good Idea?
Buffett Editorial in the NYT
Where Will the Markets Go?
Second-level Thinking
Joel Greenblatt on CNBC
The Rube Goldberg Portfolio
Crash?!
Crude Oil Prices
VIX: The Fear Index
Are Stocks Expensive Now?
Ungold!
Stocks No Good? (Superinvestors)
Real Economy OK?
BPS Growth at Banks versus S&P 500 Index
VIX: Fear Index Update
Bullish For Next Ten Years
Some More Bullish Stuff
Market Volatility
Investing as a Skill
Eliminate Wall Street Bonuses?
Cheap and Cheaper
Bill Miller Steps Down
Profit Margins Headed Down?
Gold Standard?
Quick Comment on the Market
Financials Still Cheap
On Gold and Inflation
What's Important
Natural Gas Prices
Duquesne Family Office: Druckenmiller Likes Gold
Banks' Real Nightmare
Market Volatility
Net Interest Margins etc.
The Real Cause of the Financial Crisis: Money Market Funds
Howard Marks on Macro etc.
Wall Street Firms Only For Employees?
World War III and the Stock Market (and other random thoughts)
DF Spinoff, Mr Market, When to Sell etc.
Quick Comment on Fundamental Analysis
The Big Secret, Magic Formula, WisdomTree etc.
The Deep Value Cycle (and the Case for Value Investing)
Crash!!?
Fiscal Cliff Doesn't Matter
Financials Still Look Good: Part 1
Financials Still Look Good: Part 2
Corporate Profits-to-GDP: Why Doesn't Buffett Care?
Greatest Investment Book Ever Written
13% and 15% Pretax Returns Now!
Tapering, Market Overvaluation etc.
The Market is Fairly Valued!
A Really Great Book: The Outsiders
What To Do In This Market
Pzena Quarterly Newsletter: Record Profit Margins?
Greenblatt on CNBC: Markets Reasonably Valued
Perils of Trying to Time the Market II
Buffett the Market Timer Part 1: The Partnership Years
Buffett the Market Timer Part 2: The Berkshire Years 1965-1980
Buffett the Market Timer Part 3: The Berkshire Years 1981-1990
Buffett the Market Timer Part 4: The Berkshire Years 1991-2004
Buffett the Market Timer Part 5: The Berkshire Years 2005-2013
10x Prretax Earnings! Case Studies: KO, BNI etc.
$24 Billion Wealth Transfer?!
What To Do in this Market II: Gotham Funds
Cost Cutting, R&D etc.
Catmull's Mental Models
Value Stocks in Market Corrections
Good to Great: The Stockdale Paradox
Buffett on Market Valuation

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