Blogs about: Buffett Partnership

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The "Missing" Berkshire Hathaway Letters (1969-1976)8 comments

Cogitator wrote 10 months ago: There is a conspicuous gap between the last Buffett Partnership letter, written in 1969, and the fi … more →

Tags: Arbitrage, Benjamin Graham, Berkshire Hathaway, Charlie munger, Net Current Asset Value, Security Analysis, Victor Niederhoffer, Warren Buffett

Relative Value Strategies & Market Efficiency3 comments

Cogitator wrote 11 months ago: Recently I studied the prospectus for Royal Dutch’s 2005 exchange offer. On page 47 it reads: … more →

Tags: Arbitrage, Benjamin Graham, Long Term Capital Management, Security Analysis, Seth Klarman, Warren Buffett

Corporate Earning Power and Market Valuation7 comments

Cogitator wrote 1 year ago: I do not believe that anticipating stock market fluctuations is on the whole a satisfactory activity … more →

Tags: Benjamin Graham, Berkshire Hathaway, Security Analysis, Warren Buffett

Statistical Bargains: Historical Perspective1 comment

Cogitator wrote 1 year ago: In 1952, Warren Buffett made a concentrated bet on Western Insurance Securities. At two times earnin … more →

Tags: Arbitrage, Benjamin Graham, Charlie munger, Net Current Asset Value, Security Analysis, Warren Buffett

Buffett Partnership Letters: Lessons for Professional Investors1 comment

Cogitator wrote 1 year ago: À la Lawrence Cunningham, I have rearranged the Buffett Partnership letters by topic. Pay particular … more →

Tags: Arbitrage, Benjamin Graham, Security Analysis, Warren Buffett


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