Category Archives: Buffett

Buffett – Floats & Moats by Sanjay Bakshi

We are Buffett FansĀ . We even read through 1000+ pages of Snowball to understand how Buffett makes money. Newbie Buffett fans talk about simple Buffett’s ideas & how anybody can execute them. Advanced Buffett Fans react by “Not Really, you … Continue reading

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Charlie Munger on the Retail Business

From The Snowball Page 288 “Retail is a very tough business. Practically, every great chain store operation that has been around long enough eventually gets in trouble & is hard to fix” Continue reading

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Spotting Bubbles: Originally Sound Premise & Price Actions

I had read the attached really great testimony on Buffet when it first came up and found myself re-visiting it when talking about a bubbly market. I think most people are generally good at coming up with macro/micro themes e.g. Internet is going t… Continue reading

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Buffet Cleans Up on Derivatives Bet (via Fortune)

http://finance.fortune.cnn.com/2011/02/26/buffett-cleans-up-on-derivatives-bet/ Continue reading

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