Money and Finance
- Links
Charlie Munger Isn't Done Bashing Valeant [H/T Will and Linc] (LINK) Ackman said during the presentation that he spoke with Munger about his March remarks. The Berkshire vice chairman’s objections focused on leverage, tax rates and acquisitions,...
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- Ruane, Cunniff & Goldfarb Investor Day Transcript 2011
Found via GuruFocus. Question: What is the future of the S&P 500 Index as a relevant measure of stock performance in the context of the value of the US dollar and the prospects for inflation? Greg Alexander: What Warren said at the meeting, Jonny,...
- Sticking To What Works
Found via Simoleon Sense. This month Sequoia Fund marks its 40th anniversary. It's a milestone rarely achieved in an industry where three years is considered long term. Even more remarkable is that Sequoia is being run pretty much the same as it was...
- Ruane, Cunniff & Goldfarb Investor Day Transcript
Ruane, Cunniff & Goldfarb Investor DayMay 16, 2008 – St. Regis Hotel, New York City- ...
Money and Finance
Ruane, Cunniff & Goldfarb Investor Day Transcript
Ruane, Cunniff & Goldfarb Investor Day
May 16, 2008 – St. Regis Hotel, New York City
-
- Links
Charlie Munger Isn't Done Bashing Valeant [H/T Will and Linc] (LINK) Ackman said during the presentation that he spoke with Munger about his March remarks. The Berkshire vice chairman’s objections focused on leverage, tax rates and acquisitions,...
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- Ruane, Cunniff & Goldfarb Investor Day Transcript 2011
Found via GuruFocus. Question: What is the future of the S&P 500 Index as a relevant measure of stock performance in the context of the value of the US dollar and the prospects for inflation? Greg Alexander: What Warren said at the meeting, Jonny,...
- Sticking To What Works
Found via Simoleon Sense. This month Sequoia Fund marks its 40th anniversary. It's a milestone rarely achieved in an industry where three years is considered long term. Even more remarkable is that Sequoia is being run pretty much the same as it was...
- Ruane, Cunniff & Goldfarb Investor Day Transcript
Ruane, Cunniff & Goldfarb Investor DayMay 16, 2008 – St. Regis Hotel, New York City- ...