| June 25, 2009 |
Notes from Richard LeFrak on CNBC and other
Commercial Real Estate Ramblings |
| June 24, 2009 |
Notes from CBRE presentation on NYC Commercial
Real Estate on June 22, 2009 |
| June 19, 2009 |
Ten Guidelines from Richard Bernstein on His Final
Day at Merrill |
| June 2, 2009 |
Quick discussion on Intrinsic Value |
| May 27, 2009 |
Notes to meetings of Leucadia, Vornado and
Sequoia |
| May 27, 2009 |
Doubt - An essay |
| May 27, 2009 |
Various Commercial Real Estate Notes from 3/09 -
5/09 |
| May 26, 2009 |
Henry Kaufman Discussion on September 21, 1999 |
| April 3, 2009 |
Some thoughts on
recession, inventories and outsourcing |
| April 2, 2009 |
Notes to JPM 2008
Annual Letter |
| March 3, 2009 |
Keeping in touch
during a difficult economic period |
| February 10, 2009 |
2009 Annual Letter |
| December 16, 2008 |
Keeping in touch and
why your assets invested by us can not be subject to any theft |
| December 15, 2008 |
Further Commercial
Real Estate ramblings |
| December 12, 2008 |
Notes from Wachovia
Commercial Real Estate (CRE) Conference 12/9/08 |
| December 3, 2008 |
Excellent Commercial
Real Estate Article written by Colony Capital. |
| November 24, 2008 |
Notes
from 1929-1937 in the book, '101 Years on Wall Street' |
| November 12, 2008 |
Jamie Dimon, CEO and
Chairman of JP Morgan Chase spoke at a Merrill Lynch Banking and Financial
Services Conference. |
| October 10, 2008 |
Letter to clients during Financial Crisis of 2008 |
| October 2, 2008 |
CIMA conference with Seth Klarman |
| July 8, 2008 |
Semi-Annual 2008 Investment Letter and Update
|
| June 5, 2008 |
Notes from AAII NYC discussion with Bruce
Berkowitz of Fairlholme Fund |
| May 21, 2008 |
Notes from Annual Meeting of Zweig Funds |
| March 13, 2008 |
The Wisdom of Great Investors |
| February 28, 2008 |
Notes to Murray Stahl at NYSSA on September 24,
2007 |
| February 28, 2008 |
NYSSA discussion with Jason Zweig (10/1/07) |
| February 28, 2008 |
Having Fun Rearranging Letters in phrases |
| January 24, 2008 |
2008 Annual Letter |
| January 21, 2008 |
Notes on Manufactured Housing from September and October 2007 |
| January 21, 2008 |
NYSSA presents Tony Crescenzi |
| January 21, 2008 |
Notes of conference on
1/9/08 given by Michael Metz |
| January 4, 2008 |
Quick update |
| July 13, 2007 |
July 2007 Semi - Annual
Investment Letter Sent to our Clients |
| April 26, 2007 |
Notes to
Grant's Spring Conference 2007 |
| April 11, 2007 |
Notes to the excellent book, "The Money
Game" by Adam Smith. |
| January 25 , 2007 |
Notes of conference on 1/10/07 given by Michael Metz |
| January 11, 2007 |
Letter to Clients attached to annual performance
reports |
| September 25, 2006 |
RBCPA's First Annual Investment Conference |
| August 28, 2006 |
Notes To
Benjamin Graham's book, "The Intelligent Investor." |
| July 17, 2006 |
Notes to
Charlie Rose interview of Warren Buffett |
| May 3, 2006 |
Notes To The Book “Margin Of Safety” by Seth Klarman PDF Version
|
| January 20, 2006 |
Annual
Letter to our Friends and Clients |
| January 6, 2006 |
Just
some White Board Notes |
| January 3, 2006 |
Quick New Years thoughts, game plan and resolutions |
| December 23, 2005 |
Quick Notes to
book I read many years ago. "Contrarian Investment Strategies." The author is
David Dreman. |
| December 22, 2005 |
Quick Notes to
book I read many years ago. "Common Stocks and Uncommon Profits." The author is
Philip A. Fisher. |
| November 7, 2005 |
Notes From Book called "The Tao Jones Averages."
Below you will see a quiz on right side versus left side brain tendencies. You
will also see an interesting guide to selecting an investment manager. |
| October 25, 2005 |
Notes from NY Times Magazine
(10/16/05) article about the housing market, and specifically Toll Brothers,
Inc. |
| September 23, 2005 |
Notes from Conference given by Jim Rogers. The conference was titled, "Hot
Commodities." |
| September 16, 2005 |
Some
ramblings on the economy and such |
| September 15, 2005 |
Some portfolio and investment thoughts |
| July 5, 2005 |
Some notes to my
weekend readings by Charles D, Ellis, CFA |
| July 1, 2005 |
Notes to
article in most recent Financial Analysts Journal called "Dividends and the
Frozen Orange Juice Syndrome," by Peter L. Bernstein. |
| June 21, 2005 |
Notes from
the book "In an Uncertain World," by Robert E. Rubin |
| June 20, 2005 |
Notes from
reading "A Rediscovered Benjamin Graham" |
| June 17, 2005 |
A letter to
clients I still haven't sent, expressing our views. This was written mid
May 2005. |
| May 18, 2005 |
Selective notes from
Sequoia meeting on May 13 and Leucadia on May 17, 2005 |
| May 11, 2005 |
Selective notes from
annual meeting of Zweig Funds (ZF) and Zweig Total Return Fund (ZTR) from May
10, 2005. |
| May 11, 2005 |
Notes from a
discussion given by Marty Whitman at an American Association of Individual
Investors (AAII) meeting |
| April 14 , 2005 |
Notes from a discussion given by Jean-Marie Eveillard at NYSSA on Global Value Investing
|
| April 8, 2005 |
Just some quick thoughts |
| March 23, 2005 |
Keeping clients and friends in
touch. |
| March 22, 2005 |
Notes I took while listening to
Ron Muhlenkamp. |
| March 18, 2005 |
How much will $1000 grow into in
79 years? |
| February 2, 2005 |
Fed raises rates again |
| January 12, 2005 |
Just some notes, primarily on inverse bond funds |
| January 11, 2005 |
some thoughts and notes from lecture given by Delos
Smith |
| January 11, 2005 |
recent thoughts, Sirius blurb and Marty Zweig |
| December 6, 2004 |
quick economic views and notes on Gary Shilling |
| June 3, 2004 |
Interesting notes from the works of Martin Barnes.
Discussions on defensiveness, inflation and interest rates. |
| May 4, 2004 |
Some recent emails
and state of affairs we have been collecting. |
| April 6, 2004 |
interesting article written by 2nd Opinion
Research on the stock option debate. |
|
April 5, 2004 |
What about US Treasury
Bonds ? Interesting article written by Martin Weiss
on his views of bonds, stocks and this interest rate environment.
Please click on this link to read the article. |
| March 19, 2004 |
Some of our inflation thoughts |
| March 10, 2004 |
Comments by Richard Russell and
Dow Theory |
| March 9, 2004 |
Interesting blurbs from Martin Zweig |
| March 1, 2004 |
Blurb from Richard Russell |
| February 9, 2004 |
Richard Russell's simple 10%
formula for real estate values |
| November 18, 2003 |
Warren
Buffett article on Trade imbalance and US Dollar |
| July 26, 2003 |
Richard Russell discusses the 50% principle |
| July 7, 2003 |
Notes to Fred Hickey's "High Tech Strategist" |
| May 20, 2003 |
William Fleckenstein talks gold |
| October 14, 2002 |
our views |
| July 24, 2002 |
Trying times continue |
| August 9, 2002 |
"blood in the streets" |
| August 8, 2002 |
"Waiting on a Sunny Day" and some Fred Hickey
discussion |
