Five RedsNotes from 2007 BRK Annual ReportBusinesses — The Great, the Good and the GruesomeJun 9, 2017Jun 9, 2017
Five RedsSmoking and FerrariLady: Do you smoke? Guy: Yes I do. Lady: How many packs a day? Guy: 3 packs. Lady: How much per pack? Guy: $10.00 per pack. Lady: And…May 17, 2017May 17, 2017
Five Redsin5redsMacy’s is closing 68 storesThe retail industry carnage continues….Jan 5, 2017Jan 5, 2017
Five RedsThe Medallion Fund, Jim Simons and BloombergThere is so many ways one can invest their moneyNov 23, 2016Nov 23, 2016
Five RedsThoughts on Buffett’s Walmart stake reductionHere is the news article that explains that he sold almost 70% of his existing Walmart holdings.Nov 23, 2016Nov 23, 2016
Five Redsin5redsInterview by Jamie DimonDavid M. Rubenstein, Co-Founder of Carlyle Group interviewed Jamie Dimon of JP Morgan Chase recently. I have a great deal of respect for…Oct 25, 2016Oct 25, 2016
Five Redsin5redsFab.com — A new Bloomberg StoryThere is an interesting write up on Bloomberg on Fab.com and Jason Goldberg.Oct 14, 2016Oct 14, 2016
Five Redsin5redsMy Portfolio is down, What should I do next?Most investment managers have had a bad 2015.May 29, 2016May 29, 2016
Five Redsin5redsWhy is EBITDA a curse word?So if you didn’t hear it before. Yes, EBITDA is a curse word in value investing circles.May 29, 2016May 29, 2016