Category Archives: Investing

Warren Buffett’s 2005 Shareholder Letter

As usually Warren Buffett’s Berkshire Hathaway shareholder letter is packed with good investment thoughts along with some management wisdom. Too often, executive compensation in the U.S. is ridiculously out of line with performance. That won’t change, moreover, because the deck … Continue reading

Posted in Economics, Investing, Management | 6 Comments

Saving for Retirement

Our Financial Failings by Neil Irwin, Washington Post: Meet the typical American family. It has about $3,800 in the bank. No one has a retirement account, and the neighbors who do only have about $35,000 in theirs. Mutual funds? Stocks? … Continue reading

Posted in Investing | 2 Comments

How Not to Convert Equity

CNNMoney is not exactly intellectual discussion of economic and investing issues but normally it offers fairly good material for the large number of people. Especially those who really don’t want to read Warren Buffett or Brad Setser [the broken link … Continue reading

Posted in Investing, quote | Tagged , | 1 Comment

10 Stocks for 10 Years Update

In April of last year I posted on 10 stocks for 10 years. At that time I also setup an fund through Marketocracy, which allows for 3rd party tracking of investing results. See the results so far on Marketocracy’s site … Continue reading

Posted in Google, Investing | 3 Comments

Should GM be Removed from the DJIA?

Topic: Investing Should Dow boot GM? by Chris Isidore, CNNMoney.com: GM’s market capitalization has fallen to about $11 billion, less than half that of the next smallest Dow stock… “It is coming,” he said of the idea of a foreign … Continue reading

Posted in Investing | Tagged | 3 Comments

30 Year Fixed Rate Mortgage Rates

Fairly frequently I am asked, by friends, for investing advice. One topic I am asked about frequently is mortgages (locking in rates, etc.). Often they are concerned about what a Federal Reserve decision to raise or lower rates will effect … Continue reading

Posted in Economics, Investing | 1 Comment

Bezos on Lean Thinking

Topic: Management Improvement and Investing 10 Questions for Jeff Bezos, time.com via Lean Manufacturing Blog Time: Here’s a question you probably hear all the time: read any good books lately? Bezos: [Laughs.] I read a book recently about Toyota’s lean … Continue reading

Posted in Investing, Lean thinking, Management | Tagged , , | 1 Comment

Google and Acquiring Tiny Companies

I like Google and enjoy reading about the company. Even so I find the number of articles about the minor moves they make strange. At some point this fascination with the minor moves Google makes will stop but for now … Continue reading

Posted in Google, Investing, Management | Tagged , , , | 2 Comments

Annual Report by Warren Buffett

The annual meeting of Berkshire Hathaway is being held this weekend in Omaha (cnn article). Recently the 2004 Berkshire Hathaway Annual Report (by Warren Buffett) was published. The report is excellent reading for anyone interested in investing. Some quotes from … Continue reading

Posted in Economics, Investing, Management | Comments Off on Annual Report by Warren Buffett

10 stocks for 10 years

Topic: Investment I decided to look at selecting a portfolio of stocks I would be comfortable putting into an IRA for 10 years. My main criteria was companies with a history of large positive cash flow (that seemed likely to … Continue reading

Posted in Investing, Popular | 17 Comments