Pages
- 4 Kids Entertainment
- About Us
- Abraham Lincoln
- Accounting Frauds and Creative Accounting .
- Accounting Services
- Accounting Tools & Resources
- Articles we are reading
- Assets Under Management
- Bed, Bath And Beyond BBBY Suppliers and Competitors
- Benjamin Graham
- Berkshire Hathaway, Inc.
- Brookfield Asset Management (BAM)
- Brookfield Asset Management Inc.
- Capital Southwest Corporation
- Cendant
- CF Industries
- Charles Munger
- CIENA
- Commentary
- Commentary Archive
- “Z- score”(16-Sep-04)
- “Z- score”(17-Nov-04)
- 101 Years on Wall Street
- 2008 Annual Letter
- 2014 Annual Investment Conference Handout
- 3Q03 Conference Call Notes and Observations KDE (NYSE)
- A discussion as the Dow Jones is 16% off its 52 week highs
- A letter to clients I still haven’t sent, expressing our views. This was written mid May 2005.
- A look back when the Prime Rate was 19%
- AAII Article from January 1997 titled, ” The Peter Lynch Approach to Investing in “Understandable” Stocks”
- Alan Starinsky quoted in The Star Ledger on CODI Mortgages
- Annual Letter to our Friends and Clients
- April 5, 2004 Interesting Interest Rate Perspective
- ARMed_and_dangerous.html
- Article published on August 26, 2003. This article discusses “Fail to plan, plan to fail”
- August 12, 1997 (current thoughts. Notice how we still hold companies like Occidental and Placer Dome)
- August 8, 2002 ( 12:30 PM)
- August 9, 2002 (12:00 PM)
- BBBY Intrinsic Value this page is 26.90
- BBBY Intrinsic Value this page is 36.63
- BBBY Intrinsic Value this page is 56.85
- BBBY Investment Notes
- Berkshire 2015 Annual Meeting Notes by Professor David Kass
- Blackrock Global Floating Rate Income Trust
- Blurb from Richard Russell
- Bob Jensen’s Threads on Accounting Fraud Bob Jensen at Trinity University
- Ciena Corporation (CIEN) Research Report December 18, 2000
- Companies We Follow
- companies/BBBY
- Companies/lucent
- Conference Call Notes October 11, 2002 9:30 AM
- Corvis – a starting point for due diligence
- Corvis Q1’02 Earnings Discussion
- Corvis Q3’01 Conference Call
- Cost of home
- Countrywide Financial Corp. Investment Notes
- Dang Le an MBA student at Emory University’s Goizueta Business School
- December 23, 1997 (discussion of Benjamin Graham and value investing)
- Doubt – An essay
- Dow Theory Confirms Bear Market
- Excellent Commercial Real Estate Article written by Colony Capital.
- Explanation of recent buys and sells of the same positions in your accounts
- Factors needed to make money in the stock market – Walter Schloss
- Fed raises rates again
- Fed Rate hikes and Marty Zweig
- Financial Intelligence Report
- Fleckenstein talks gold, dollar and such
- Further Commercial Real Estate (CRE) Notes.
- Graham Dodd P/E Matrix
- Guidelines for selecting an investment advisor:
- Having Fun Rearranging Letters in phrases
- Henry Kaufman Discussion on September 21, 1999
- House prices
- House prices do not always rise!
- How Inflation Swindles the Equity Investor
- How much will $1000 grow into in 79 years?
- How to Invest in Difficult Markets Discussion Series May 17, 2001
- Informal notes and Handouts.
- Interesting article written by 2nd Opinion Research on the stock option debate.
- Interesting Graph of Tax Rates for different nations. Worth Looking at!!
- Interesting notes from the works of Martin Barnes. Discussions on defensiveness, inflation and interest rates.
- Interview on November 15, 2002 with Ronald Redfield, portfolio manager
- Investment Conference Handout
- Investment Conference Handout Presented by Ronald R Redfield
- Investment Notes – 4/5/06
- Irving Kahn’s simple method of value investing
- Jamie Dimon, CEO and Chairman of JP Morgan Chase spoke at a Merrill Lynch Banking and Financial Services Conference.
- January 10, 2007
- January 20, 2006
- January 28, 2000 update.
- Jim Chanos: A Short-Seller Comes To Stanford (June 24, 2008)
- July 15, 2007
- July 24, 2002 (10:16 AM est)
- July 24, 2003
- July 26, 2003 (Richard Russell discusses the 50% principle)
- July 7, 2003 (Notes to Fred Hickey’s “High Tech Strategist”)
- June 15, 2007
- June 18, 2003
- Just some notes, primarily on inverse bond funds
- Just some quick thoughts
- Just some White Board Notes
- Keeping clients and friends in touch.
- Keeping in touch and why your assets invested by us can not be subject to any theft
- Keeping in touch during a difficult economic period
- Keeping our clients in touch
- Keeping Our Clients in Touch during difficult markets
- Letter to clients during Financial Crisis of 2008
- Li Lu’s Foreword to Poor Charlie’s Almanack – The Wit and Wisdom of Charles T. Munger.
- Lucent Analyst Conference
- Lucent Conference Call on Phase II Notes
- Lucent Discussion and observations
- Lucent In Depth Report
- Lucent Q1’01 Conference Call Notes
- Lucent Q2’01 Conference Call Notes
- Lucent Q3’01 Conference Call Notes
- Lucent Q4’01 Conference Call Notes
- Lucent Technologies, Inc. Notes LU
- Lynch’s 25 Golden Rules
- March 11, 2000
- March 24, 2001 (Technology discussion and diversification discussion)
- Marijuana Stocks and observations in Colorado
- Marty Zweigs’, note to shareholders of one of his managed funds.
- May 11, 2005
- May 14, 2002 update
- May 14, 2003
- May 23, 2013
- May 27, 2009
- May 31, 1996 (current views and reiterations of Ben Graham and Peter Lynch)
- May 6, 2008
- May 8, 1998 (correspondence to person retiring from AT&T. This gives you an idea of how we work with retirees)
- Metz_AAII.htm
- Mid year investment update
- Munger FT Interview July 12, 2009
- Munger Goes Mental
- My favorite excerpts from Warren Buffett 2013 Shareholder Letter
- My favorite quotes from the recently Berkshire Hathaway 2013 Annual Meeting held on May 4, 2013
- My favorite quotes of Warren Buffett from a CNBC interview on May 6, 2013
- Nightly Business Report Interview of Charles Munger with Susie Gharib May 01, 2009
- Notes and thoughts while reading The Great Depression: A Diary’ by Benjamin Roth
- Notes from a discussion given by Jean-Marie Eveillard at NYSSA on Global Value Investing
- Notes from a discussion given by Marty Whitman at an American Association of Individual Investors (AAII) meeting
- Notes from AAII NYC discussion with Bruce Berkowitz of Fairlholme Fund
- Notes from CBRE presentation on NYC Commercial Real Estate on June 22, 2009
- Notes from Conference given by Jim Rogers.
- Notes from Conference given by Jim Rogers. The conference was titled, “Hot Commodities.”
- Notes from NY Times Magazine (10/16/05) article about the housing market, and specifically Toll Brothers, Inc.
- Notes from reading “A Rediscovered Benjamin Graham”
- Notes from Richard LeFrak on CNBC and other Commercial Real Estate Ramblings
- Notes from the book “In an Uncertain World,” by Robert E. Rubin
- Notes I took at a Ron Muhlenkamp presentation:
- Notes I took from Boston Properties at Barclays Capital Global Financial Services Conference.
- Notes I took while reading “Of Permanent Value”
- Notes KDE
- Notes of conference on 1/9/08 given by Michael Metz
- Notes On Commercial Real Estate Conference in NYC we attended
- Notes on Manufactured Housing from September and October 2007
- Notes to article in most recent Financial Analysts Journal called “Dividends and the Frozen Orange Juice Syndrome,” by Peter L. Bernstein.
- Notes To Benjamin Graham’s book, “The Intelligent Investor.”
- Notes to book “The Snowball – Warren Buffett and the Business of Life”
- Notes to book “The Templeton Touch” 1st edition – 1983
- Notes to Grant’s Spring Conference 2007
- Notes to JPM 2008 Annual Letter
- Notes to Murray Stahl at NYSSA on September 24, 2007
- Notes to Q1’03 earnings report
- Notes to Q1’04 earnings report
- Notes to Q2’03 earnings report
- Notes to Q2’03 earnings report
- Notes to Q3’03 earnings report
- Notes to Q4’02 earnings report
- Notes to the book, ‘The Like Switch’
- Notes to Video given by Howard Marks of Oaktree Capital
- NYSSA discussion with Jason Zweig (10/1/07)
- NYSSA presents Tony Crescenzi
- Oct 19, 1987
- October 11, 2010 Ben Franklin’s 13 Virtues
- October 14, 2002
- October 2, 2002
- October 29, 1998 (discussion on our philosophies and current perspectives)
- October 8, 2003
- Our notes on the book titled “Beating the Street”
- PBS Interview with Peter Lynch
- Peter Lynch on Investing In Volatile Markets
- Philip Carret and Buy and Hold Investing
- Portfolio and Investment Update
- Q1’03 Conference Call Notes and Observations
- Q1’03 Conference Call Notes and Observations
- Q1’02 Conference Call Notes and Observations Lucent Technologies Inc.
- Q4’02 Conference Call Notes and Observations
- Questions to Ask a Financial Advisor
- Quick discussion on Intrinsic Value
- quick economic views and notes on Gary Shilling
- Quick Investment Thoughts as DJIA is dropping 400+ points
- Quick Investment update
- Quick New Years thoughts, game plan and resolutions
- Quick note on our current investment views
- Quick Notes to book I read many years ago. “Common Stocks and Uncommon Profits.” The author is Philip A. Fisher.
- Quick Notes to book I read many years ago. “Contrarian Investment Strategies.” The author is David Dreman.
- Quick update
- Quick update and our strategy as the markets have corrected > 20%
- Rates have continued to rise
- Real Estate and Business Cycles:
- Reuters Market News
- Ron’s Discussion Sheet that he used to present our 2015 Investor Conference and our conference handout
- Selected Notes from Sequoia Fund, Inc. Meeting May 14, 2010
- Selective notes from Sequoia meeting on May 13 and Leucadia on May 17, 2005
- September 16, 2001 update. Important to read to see how we were invested prior to the terrorist attacks
- September 9, 1999 (discussion on our philosophies of investing and portfolio management)
- Some links
- Some notes to my weekend readings by Charles D, Ellis, CFA
- Some of our inflation thoughts
- Some portfolio and investment thoughts
- Some quick ramblings on the economy
- Some ramblings on the economy and such
- Some recent emails and state of affairs we have been collecting.
- Some recent investment thoughts
- Some thoughts and notes from seeing economist, Delos Smith
- Some thoughts on recession, inventories and outsourcing
- Special Purpose Entities (SPE’s)
- Ten Guidelines from Richard Bernstein on His Final Day at Merrill
- The Following was cut and pasted from the Benjamin Graham Series at this link
- The Money Game
- The Solo 401K Plan
- The Wisdom of Great Investors
- There_goes_the_neighborhood_by_Benjamin_Wallace_-Wells.htm
- Traditional Fixed Income
- US Treasury rates have been rising quite a bit lately
- Use Your Edge by Peter Lynch
- Various Commercial Real Estate blurbs from 9/16/09 – 10/01/09
- Various Commercial Real Estate Notes from 3/09 – 5/09
- Video of S. Klarman and Charlie Rose
- Warren Buffett article on Trade imbalance and US Dollar
- Weather is certainly having an economic effect in America during Winter 2013/2014
- Who is Peter Lynch?
- Contact Us
- Corning
- Corvis Corporation
- Countrywide Financial Corp.
- Disclaimer
- Disclosures
- eBay, Inc.
- Enron Collection
- favorite ratios and formulas
- Favorite Words
- Green Mountain Coffee Roasters, Inc (GMCR)
- Green Mountain Coffee Roasters, Inc.
- Hasbro
- Here is a current graph for the Dow Jones Industrial Average
- Home
- How to Fund Your Account
- Important Disclosures
- Investment Management
- Investment Sites Worth Reading
- January 10, 2005
- Lanoptics Inc.
- Long Term Bond Ratings
- LUCENT TECHNOLOGIES, INC.
- Motorola Inc
- National Semiconductor
- New Jersey Resources Corp
- New Jersey Resources Corp. NJR
- Newmont Mining Corp
- Notes on Precious Metals Analysis
- Origen Financial
- Our Advisor Profile
- Our Housing Views
- Out
- Peter Lynch
- Questions to ask a financial advisor
- Redfield, Blonsky & Starinsky News Articles
- Richard russell on home prices 020904
- Ron’s running resource page
- Secure Client Portal
- Seth Klarman
- Shopping Sites
- Sitemap
- Sun Microsystems
- Synaptics Inc.
- Tax record keeping for the entertainment industry
- The following are some sites that we use for Closed End Funds.
- The Power Of Cash Flow Ratios
- Track your tax refund
- Videos
- Warren E. Buffett
- Buffett Letters 1959 – Present
- Buffett talks to University of Kansas Students on May 6, 2005
- Charlie Rose Interview with Warren Buffett on November 13, 2009
- CNBC Interview March 2, 2011
- CNBC Interview September 22, 2010
- CNBC Transcript Warren Buffett and Carol Loomis on Squawk Box
- CNBC Transcript: Warren Buffett on Squawk Box May 7, , 2012
- CNBC Transcript: Warren Buffett on Squawk Box, February 27, 2012
- Dateline Interview with Tom Brokaw of NBC: The Complete Transcript aired on January 18, 2009
- How Inflation Swindles The Equity Investor – Article written by WEB in Fortune May 1977
- Notes from Dang Le an MBA student at Emory University’s Goizueta Business School on 2/26/09
- Notes to book “The Snowball – Warren Buffett and the Business of Life”
- Notes to Charlie Rose interview of Warren Buffett
- NY Times Op Ed The Greenback Effect
- NY Times Op-Ed October 17, 2008 – “Buy American, I am”
- PBS Nightly Business Report Interview with Web on 1/22/09
- Q&A with Warren Buffett. The following were taken from various postings by Rice student, John S. Reuwer 2010.
- Spring Meeting with Warren in Omaha ( I think in 1992)
- Stop Coddling the Super-Rich – WEB OP-Ed in New York Times 8/15/11
- Transcript of Buffett CNBC interview July 24, 2009
- Transcript of Buffett on CNBC on November 3, 2009, discussing the Burlington Northern announcement to purchase
- Transcript of Warren Buffett’s discussion on CNBC on July 9, 2009, with Julia Boorstin
- Transcript of Warren Buffett’s discussion on CNBC on June 24, 2009, with Becky Quick
- Transcript of Warren Buffett’s discussion on CNBC on March 9, 2009, with Becky Quick
- Transcript: Warren Buffett on What’s Next in the Payments Industry – October 10, 2009
- University of Kansas Business School Students – Q&A with Warren Buffett at Berkshire Headquarters December 2, 2005
- Warren Buffett and Bill Gates appearing live on CNBC’s Squawk Box on Monday, May 6, 2013
- Warren Buffett appeared live on CNBC’s Squawk Box on September 8, 2015
- Warren Buffett notes from University of Maryland’s Professor David Kass and Rahul Shah, MBA student on November 15, 2013
- Warren Buffett’s $50 Billion Decision
- Warren Buffett’s discussion on CNBC in regards to Mars – Wrigley deal
- Warren speaks for 3 hours on CNBC March 3, 2008 – Here is transcript
- Warren Speaks to students at Emory University February 15, 2008
- Warren talks with The Terminator and Chris Matthews – October 22, 2008
- WEB interview with Charlie Rose on October 1, 2008
- WEB talks about Goldman Investment and Financial Crisis on CNBC on September 24, 2008
- White Board Notes
