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Berkshire Annual Meeting Event: Yellow BRK’ers 26 Apr 2013 | 03:36 am

If your planning to go to the Berkshire Hathaway Annual Meeting the Yellow BRK’ers Meet and Greet is a great event for a first timer and anyone else: Berkshire Hathaway shareholders from all online co...

Introducing Above Average Odds Investing’s Portfolio Op’s 26 Mar 2013 | 09:52 pm

“There are many sorts of letters. But there is one unmistakable sort, which actually caused letter-writing to be invented in the first place, namely the sort intended to give people in other places an...

AAOI Blog Portfolio Performance Update 8 Feb 2013 | 04:21 am

Before we get into the performance I wanted to quickly discuss a few housekeeping notes. If you’d prefer to skip the background and head straight towards the results just click here. A couple of quick...

Howard Marks: Ditto 9 Jan 2013 | 09:39 am

Mark’s latest…

Grant’s Winterbreak 2012 Issue 29 Dec 2012 | 09:53 am

Another fantastic read from Jim Grant

Hayman Capital Letter to Partners 19 Nov 2012 | 12:35 am

Kyle Bass’s latest…

Investment Analysis: The Mongolian Growth Group (MNGGF.PK) – Adventures in Exponential Growth 31 Oct 2012 | 06:35 pm

“The power of value investing flies in the face of anything taught in academics. Value is the way stocks are eventually priced. It requires the perspective of patience because the market will eventual...

Scion Capital: Letters to Partners (Q3 ’06 & Q1 ’08) 28 Sep 2012 | 01:02 am

Simply awesome! Q3 2006 Q1 2008

Howard Marks: On Uncertain Ground 13 Sep 2012 | 01:22 am

Another must read …

Dundee 2011 Annual Report 20 Aug 2012 | 07:22 am

Ned Goodman’s latest…

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