|
Article |
Date added to Site |
|
Leveraged Losses: Lessons from the Mortgage Market Meltdown (From
Brandeis University) |
March 3, 2008 |
|
Damodaran ROIC: Measurement and
Implications July 2007 |
February 26, 2008 |
|
Seth Klarman Speech to
MIT on 10/20/07 |
January 16, 2008 |
|
Investing Books 101 - Interesting
Article on great investment books |
December 14, 2007 |
|
Sales vs. Financing in regards to
Securitizations - Very technical |
December 14, 2007 |
|
William Seidman article
by American Banker - very worthwhile read |
December 14, 2007 |
|
Article on ROIC (Return on Invested Capital) from
1996 |
June 12, 2007 |
|
Various Walter Schloss Writings
which were emailed to us |
June 12, 2007 |
|
David Schiff on Insurance Investing - very excellent article from January
2000 |
May 29, 2007 |
|
What we can Learn from Phil Fisher
(Forbes Oct 19, 1987) |
January 2, 2007 |
|
Strategies of Great Investors -
John M. Longo, Ph.D., CFA |
January 23, 2006 |
|
Sir John Templeton Interview |
February 23, 2005 |
|
Confusions about Social
Security - by Paul Krugman |
February 10, 2005 |
|
"Back to Basics: Warnings of Impending Pain by Jeremy Grantham |
July 28, 2004 |
|
The PERG Ratio by Javier Estrada |
July 13, 2004 |
|
A Valuation Analysis of Employee Stock
Options by Ammann and Seiz |
July 13, 2004 |
|
Viewpoints
of a real estate crisis ( warning this is politically biased and
not necessarily our views) |
July 13, 2004 |
|
Real Estate and Business
Cycles ( written in 1991) |
July 13, 2004 |
|
Stock Option Compensation artice in The CPA Journal June 2004 Issue |
June 17, 2004 |
| Article on
2004 Berkshire Hathaway Annual Meeting Comments |
June 15, 2004 |
| Motley Fool
article on speech given by Charlie Munger on October 3, 2003. |
June 14, 2004 |
