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Thursday, March 14, 2013
Markel 2012 Annual Report
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The Markel (MKL) results have been out, but I just noticed that the annual report is out too (I don't check so it may have been out for ...
12 comments:
Monday, March 11, 2013
More Adjustment to Loews Book Value
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So I made a post about the adjusted book value per share of Loews (L) and someone kindly responded that there are publicly listed MLP gener...
3 comments:
Thursday, March 7, 2013
Value of Investments per Share (Berkshire Hathaway)
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So I explained in my most recent post ( Buffett Letter 2012 ) on Berkshire Hathaway (BRK) why investments per share is not worth investment ...
21 comments:
Loews Adjusted Book Value Update
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I may be jumping the gun here as Loews (L) annual report hasn't come out yet, but since the 10-K is out I figured I would just update so...
5 comments:
Tuesday, March 5, 2013
Buffett Letter 2012
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OK, so there are a lot of comments about the Berkshire Hathaway letter to shareholders all over the place and I really don't have too mu...
17 comments:
Tuesday, February 26, 2013
JPM Investor Day 2013
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So I listened to the JPM investor day via the internet today. My internet connection, or the PC or something somewhere kept dropping out so...
13 comments:
Monday, February 25, 2013
What GLRE is Worth to Einhorn
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This post is a sort of footnote to my previous post on GLRE. Think of it as sort of a meditation on the value of incentive fees. I'm ju...
14 comments:
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