My favourites: SNY, NVS, BMY, SGP
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2008
(216)
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October
(24)
- Contrarians hate it when the market moves up!
- Pzena's view of value opportunities
- Don't fight the drug dealers--- buy them!
- Invest in the Investors: LUK Leucadia National Co...
- when a dollar goes for $0.60
- More comments and stocks ideas to exploit the pani...
- If you haven't read it already
- Grumpy old man = brilliant investor
- The greatest challenge now: Allocation of Capital
- Time to buy the survivors
- Seth Klarman's comments about today's opportunitie...
- insane P/E ratios from Bespoke
- Tips for bargain hunting from Morningstar
- Value in Healthcare as well as safety
- Ponzio's view of today's situation
- International Blue Chips on sale
- Wow
- The Buffett Bailout + Plan
- PHG: Phillips is too cheap to ignore
- A notorious bear who has done very well recently
- Bogle wisdom
- Ponzio's notes on Monish Pabrai's presentation
- Buffett's comments about the bailout and more
- Buffett pulls the trigger again.
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October
(24)
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