Monday, March 27, 2006

Old wine, Old bottle : peaked and tasting better

Saturday, March 25, 2006 Nygren's Master List July 29, 2004 Nygren's Master List : Interesting read. I really enjoyed this interview. The key thing I took away from this is that we should study success to be successful. We should look at our successful trades and see how we pulled it off, and then analyze why we failed in the one's we thought we would succeed.


Thursday, March 23, 2006

Folly Volley : Chipotle Mexican Grill

Monday, March 20, 2006

More ways to use the latest ETFs

More ways to use the latest ETFs

Can't get enough of these good tips! Nice read. VSP, if you were into CMG - you will love THI

Sensex 18K by 2010! Here's why

Sensex 18K by 2010! Here's why

Interesting article in REDF. Not that I am into TA, but thought this one was good.

Saturday, March 11, 2006

Like Buffett, only better

Markman rocks in his analysis of BRK 's annual letter and has an opposite view on Buffet. He has a couple of picks himself (LUK, BAM) which beat the current BRK over 2,5, and 10 year periods. Check them out.

Like Buffett, only better

Thursday, March 09, 2006

Time For Google To Grow Up -

Time For Google To Grow Up -

Not being overly bearish currently as that seems to be the prevailing sentiment. (dont get me wrong half the people are more mad than bearish at google). In this world of instant gratification, we need a sane voice like this.

I like his site the also.

I would definitely load up on out of the money puts. This one has a long way to go before it begins a reversal. Always be hedged.

Saturday, March 04, 2006

2005 Berkshire letter.

I dont think anyone can write about their business like a story like he does.

Enjoy this - Berkshire Hathaway 2005.pdf