Monday, November 27, 2006

Warren Buffett CEO: Al Ueltschi Video Interview with Robert Miles

Al Ueltschi shares his 75 years of contributing to the development and timeline of aviation - from Lindbergh crossing the Atlantic solo in an airplane, to learning to fly an open cockpit bi-wing airplane, to flying the founder of Pan Am and his distinguished guests, to developing safe ground based simulated pilot training, to using aviation to help solve worldwide blindness, and to selling his company to Warren Buffett.

Click on http://valueinvestorconference.com/ and then click on "watch video interview" after Al Ueltschi's name. After watching the video, you may want to meet and greet Al Ueltschi and hear his keynote address on "The History and Future of Aviation. " Simply register to attend the 4th Annual Value Investor Conference in Los Angeles on May 7 & 8.

Thank you Robert Miles for sharing!

David

Thursday, November 23, 2006

Happy Thanksgiving Day!

Happy Thanksgiving Day to everyone!

Best wishes,
David

Stockpickr: Collections of Great Investors holdings at Stockpickr

  1. Arnold Van Den Berg Holdings Stockpickr
  2. Baupost Group holdings
  3. Bill Miller Holdings Stockpickr
  4. Bill Ngyren Holdings Stockpickr
  5. Blue Ridge Capital Holdings Stockpickr
  6. Brian Rogers Holdings Stockpickr
  7. Bruce Sherman Holdings Stockpickr
  8. Carl Icahn Holdings Stockpickr
  9. Charles de Vaulx Holdings Stockpickr
  10. Charlie Munger Holdings Stockpickr
  11. Dodge & Cox Stock (DODGX) Holdings Stockpickr
  12. Edward Lampert Holdings Stockpickr
  13. Edward Owens Holdings Stockpickr
  14. Fairholme FAIRX Holdings Stockpickr
  15. Glenn Greenberg Holdings Stockpickr
  16. Greenlight Capital Holdings Stockpickr
  17. Heartland Value Holdings Stockpickr
  18. Joel Greenblatt Holdings Stockpickr
  19. John Keeley Holdings Stockpickr
  20. Ken Fisher Value Holdings Stockpickr
  21. Leucadia Holdings Stockpickr
  22. Lone Pine Capital Holdings Stockpickr
  23. Marty Whitman Holdings Stockpickr
  24. Mason Hawkins Holdings Stockpickr
  25. Maverick Capital Holdings Stockpickr
  26. Michael Price Holdings Stockpickr
  27. Mohnish Pabrai Holdings Stockpickr
  28. Pershing Square Capital Holdings Stockpickr
  29. Pzena Investment Management Holdings Stockpickr
  30. Robert Olstein Holdings Stockpickr
  31. Robert Rodriguez Holdings Stockpickr
  32. Ronald Muhlenkamp Holdings Stockpickr
  33. Ron Baron Holdings Stockpickr
  34. Ruane Cunniff Holdings Stockpickr
  35. Second Curve Capital Holdings Stockpickr
  36. Springhouse Capital Holdings Stockpickr
  37. Traxis Partners Holdings Stockpickr
  38. Tweedy Browne Holdings Stockpickr
  39. Wallace Weitz Holdings Stockpickr
  40. Whitney Tilson Holdings Stockpickr

Worst Dow Stocks of the 21st Century

The Worst Dow Stocks of the 21st Century – The Dow Jones Industrials Average is at all-time highs, but here is a list of the 20 stocks in the index that have had negative returns over the past 7 years, despite earnings having doubled for almost all of them.

Please visit: Stockpickr.

Monday, November 20, 2006

CryptoLogic Inc. (CRYP) at $20.00

Dah Hui Lau (David) Conclusions:

"CryptoLogic is an interesting, cash-generative, cash-rich company in an expanding business (online gambling). It is reasonably priced because of many uncertainties i.e. change of CEO and headquarters, massive one-time charges this year and next year. Over a 5 years period, CryptoLogic seems like a good investment."

If you are interested in my analysis, send me an email.

All the best,

David

Berkshire Hathaway Intrinsic Value

What is Berkshire Hathaway Intrinsic Value?

Please visit: BRK Intrinsic Value Calculator.

Thank you Futile France for the link.

David

Friday, November 17, 2006

Comprehensive collections of Warren Buffett's resources

Thank you Value-Stock-Plus!

David

Milton Friedman: Influential Economist Has Died in California, at Age 94

Nobel Prize winner Milton Friedman, one of the most influential economists of the last century and a free-market champion, died today. He was 94.

Mr. Friedman was awarded the Nobel Prize in 1976. He long championed the cause of political and economic freedom and the links between the two. He originated, or was associated with, many breakthroughs in economics since the 1950s. He is best known for explaining the role of the money supply in economic and inflation fluctuations. He also developed, with this year's Nobel Prize winner in economics, Edmund Phelps, the theory in the 1960s that policy makers couldn't achieve a permanent tradeoff between lower unemployment and higher inflation, and that efforts to do so would simply result in the same unemployment rate and higher inflation, a view that holds sway at major central banks today, including the Fed.

To read the complete article.

Thursday, November 16, 2006

Bill Gates: Cascade investment vehicle shows strong influence of Buffett value style

'I've seen a migration of Bill Gates's investing mentality towards Mr. Buffett's over the years.' Timothy Vick, author of "How to Pick Stocks Like Warren Buffett"

To read the complete article.

Wednesday, November 15, 2006

Joel Greenblatt Buys Aeropostale Inc., Sells Lear Corp., Live Nation, Inc.

Famed investor Joel Greenblatt buys Aeropostale Inc., sells Lear Corp., Live Nation, Inc. during the 3-months ended 09/30/2006, according to the most recent filings of his investment company, Gotham Capital.

To read the complete article.
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