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TMFJoeInvestor (98.88)

May 2012



The Speakeasy of Investing Conferences

May 06, 2012 – Comments (0) | RELATED TICKERS: MKL

Here are my notes from this year's Markel brunch in Omaha -- the speakeasy of investor events. There is zero promotion of the event by the company. The only way to know it even exists is if you're a value investing hipster. I love this event because Steve Markel and CIO Tom Gayner are such smart, honest straight shooters. Even better, the audience is packed with smart investors who ask insightful questions that draw the best out of Gayner and Markel. Enjoy the notes!  [more]



Live From Omaha: The Berkshire 2012 Live Blog!

May 06, 2012 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B

Here are our robust live blog notes from today's Berkshire Hathaway annual meeting. Enjoy! 



Pat Dorsey Digs in on Digging Moats

May 04, 2012 – Comments (0)

Pat Dorsey, one of the best thinkers out there on competitive advantage, just delivered a great talk here at the Value Investing Conference on valuation. Here are the highlights:   [more]



The New Ben Graham Speaks

May 04, 2012 – Comments (3)

NYU professor Aswath Damodaran is an intellectual force of nature who never hesitates to shoot straight. That's a quality value investors appreciate...until he challenges value investing. Damodaran challenged some value investing precepts today head on in a very thoughtful, engaging presentation. Here are the highlights of his talk I was able to capture:  [more]



Wit and Wisdom from the Great Lisa Rapuano

May 04, 2012 – Comments (2) | RELATED TICKERS: COCOQ.DL

Lisa Rapuano just spoke here at the Value Investing Conference. Rapuanos is the head of Lane Five Capital and well known for her close working relationship with Bill Miller during his hot streak. She gave a great talk -- here are some highlights.   [more]



The Superinvestors of Graham-and-Doddsville

May 04, 2012 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B

Is Warren Buffett good or just lucky? His loyalists would say one thing and many academics another. Try reading Buffett's take, which is one of the first readings I hand to new investors who join our team: The Superinvestors of Graham-and-Doddsville



What Else You'll See Here

May 03, 2012 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B , MKL

You get it -- we're covering the Berkshire meeting. Here's what else is cooking. I'll be lobbing up detailed notes from the Value Investing Conference (speakers include Pat Dorsey, Aswath Damodaran, and more) on Friday. The main event, the Berkshire meeting, runs Saturday from 9 eastern until 5. We're live-blogging the whole thing on Sunday morning, we're attending the annual Markel breakfast, which is a real treat as Tom Gayner is always an insightful, hilarious speaker. And Sunday evening and all day Monday, I'll be firing off notes from the Value Investing Congress which includes speakers like Doug Kass, Chuck Akre, Tom Russo, and more. Stock ideas, photos, and videos galore!   [more]



Flashback: Berkshire 2011

May 03, 2012 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B

I'm hopping on a plane to Omaha in an hour, but before jetting off I thought you folks might enjoy circling back on our coverage of last year's trip including our live blog of the marathon Q&A session and my rundown of the day's best quotes. Fool on!  [more]



Charlie Munger's Thoughts on Just About Everything

May 02, 2012 – Comments (2) | RELATED TICKERS: BRK-A , BRK-B

Charlie Munger is a lot of things -- old, rich, brilliant, etc. -- and he's definitely not gun shy. Enjoy these highlights from a Wesco annual meeting: Charlie Munger's Thoughts on Just About Everything



3 Value Investing Myths Busted

May 02, 2012 – Comments (0) | RELATED TICKERS: BRK-A , BRK-B , KO

Value investing isn't just for old people and hardened cynics. Here's my latest take commentary: 3 Value Investing Myths Busted.



Look Out for Dot-Bomb 2.0

May 01, 2012 – Comments (0)

You know the outlook for contrarian investors is turning up when investment bankers are able to successfully jam low-float and even lower profit IPO's down investors gullets. Here's my take on where this is headed -- Look Out for Dot-Bomb 2.0