Archive for August, 2012

Weekend reading

August 24, 2012 3 comments

JPMorgan’s CEO Dimon: Always worth hearing from one of the best in banking

The Financial Systems Death Knell: Latest from Eric Sprott

Chinese bank CEO’s pay: Huge difference in approach to pay for bank CEOs

Categories: Reading

Weekend reading

August 17, 2012 Leave a comment

Do Investors Learn from Mistakes: Most investors don’t but the great ones are those that learn from their and others’ mistakes

A Bit Greedy: Lengthy interview w/ the folks at GoodHaven

Hidden Value at Sears: Finally Eddie Lampert’s work at Sears is starting to get noticed

Bruce Berkowitz presentation on Sears: One of the investment opportunities I’ve been looking at recently.

Categories: Reading

Taro Pharma: Reports superb numbers

August 6, 2012 2 comments

Another quarter and Taro Pharma just shows how well it is operated. The numbers each quarter are superb and the cash keeps piling up. I’m shocked this is not at $60+ stock already. It won’t be too long before it gets there.

Categories: Updates

Weekend reading

August 3, 2012 Leave a comment

India Interrupted: Infrastructure problems facing India

Fairholme Q2 Letter: Latest from Berkowitz

Categories: Reading