1. Warren Buffett on the Economy
Video footage of Warren Buffett talking about the economy with FOX Business anchor Liz Claman.
2. Fat Pitch Financial Reviews Active Value Investing
George reviews Vitaliy’s Active Value Investing.
Excerpt:”I highly recommend that you read Chapter 12: Sell Process – Make Darwin Proud, if you read anything in this book. This chapter was a wake-up call to me. I don’t have a really good sell process and the one Vitaliy presents is very logical and seems to be the key to achieving good investment performance in a range-bound market.”
3. Buffett’s Best Investment
Buffett talks about how GEICO was his best investment.
4. The Hidden Value In Sears Holdings
Commentary on Sears Holdings and why Eddie Lampert can’t buy back shares fast enough.
5. Mosaic Chapter 18: Risk vs. Uncertainty
Chapter 18: Mosaic Perspectives on Investing by Mohnish Pabrai
7. Mosaic Chapter 19: Is it time to Buy Infosys?
Chapter 19: Mosaic Perspectives on Investing by Mohnish Pabrai
8. MartketWatch Interview: Active Value Investing in Range-Bound Markets
An interview with Vitaliy Katsenelson about his new book Active Value Investing.
9. Buffett on Bear Stearns
Warren Buffett tells FOX Business anchor Liz Claman the rumors he was interested in Bear Stearns were false.
10. Buffett on Succession
Warren Buffett tells FOX Business anchor Liz Claman a succession plan is in place. Apparently, Buffett has selected four candidates for the board to consider. All four manage large sums of money. I thought is was disappointing to hear that none of them will be starting before Buffett leaves his position.