Value Investing World
Monday, January 20, 2014

Upstart Managers School Sage of Omaha

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The pupils are beating the master at Warren Buffett-led Berkshire Hathaway Inc. Two investment managers, hired by the 83-year-old bi...

Patients’ Costs Skyrocket; Specialists’ Incomes Soar

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Kim Little had not thought much about the tiny white spot on the side of her cheek until a physician’s assistant at her dermatologist’s of...

David Remnick: On and Off the Road with Barack Obama

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Obama’s Presidency is on the clock. Hard as it has been to pass legislation, the coming year is a marker, the final interval before the fi...

The Profits Bubble

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KEY POINTS 1.     Corporate profits are at or near an all-time high relative to both GDP and wages and salaries. 2.     Globalization f...

Neil deGrasse Tyson on Science, Religion and the Universe

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Found via The Big Picture . Link
Friday, January 17, 2014

Romick: No Pay for Play in the Market (video)

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Seeing few opportunities that meet their risk-reward criteria, the team at FPA Crescent--winner of Morningstar's 2013 Allocation Fund ...

Stores Confront New World of Reduced Shopper Traffic

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Best Buy Co. on Thursday became the latest retailer to chime in with weak holiday results. Like other chains, the electronics retailer bla...

James Dyson on Charlie Rose

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The Dyson segment starts about 17 minutes in. Link to: James Dyson on Charlie Rose
Thursday, January 16, 2014

Horizon Kinetics: Q4 2013 Commentary

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Thanks to James for passing this along.  This is not merely the time for the obligatory year‐end review; it also happens to be the begi...

Howard Marks Memo: Getting Lucky

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Sometimes these memos are inspired by a single event or just one thing I read.  This one – like my first memo 24 years ago – grew out of t...
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