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Follow us on Our other blogs: Farnam Street and Mungerisms Blog Archive ▼ 2010 (257) ▼ July (13) Chanticleer Investors II - Q2 2010 Letter Vitaliy Katsenelson Presentation on China Greenlight Capital Q2 2010 Letter Skill in Investing: What Comprises a Good Investme... When Money Dies: The Inflation Drug Tilson Presentation on BUD, MSFT and BP When Do Analysts Add Value? Evidence from Corporat... The Crisis & the Euro (George Soros) WHERE WILL THE POSITIVE SHOCK COME FROM? Illinois Has Stopped Paying Bills Even For Essenti... Whitney Tilson June 2010 Letter to Investors In case you missed it ... Why Can't Investors Think for Themselves? ► June (25) Goldman Sachs on Berkshire Hathaway Why Obamanomics Has Failed El-Erian on a disappointing G20 compromise Why Friedrich Hayek Is Making a Comeback RUSSELL: THIS IS ONE OF THE LARGEST TOPS IN STOCK ... Why We’re Long BP Is our new turn towards austerity a mistake? Soros Warns European Recession Is 'Almost Inevitab... More Than 90 Banks Miss TARP Payments Lehman Brothers: Risk Manager of the Year? The beginning of markets refusing to finance irres... Trapeze Asset's Quarterly Investment Letter (Q1 20... The Fallacy of Job Creation NO SAILS IN RETAIL Soros: ‘We Have Just Entered Act II’ of Crisis (PD... Longleaf Partners Funds May 5th Shareholder Presen... Is there no solving the U.S. unemployment problem?... Financial Reform Will Never Work: Cascading Interv... Rogers: CPI Data Is a Lie The House That Uncle Sam Built Finally, the full Bill Ackman Ira Sohn Presentatio... Li Lu: Listener learned well The Value of Seth Klarman Bill Ackman's GGP Presentation from the Ira Sohn c... Bill Ackman's Ira Sohn Presentation on Ratings Age... ► May (24) Whitney Tilson: May 2010 Letter to Investors Notes from Seth Klarman's Speech at the Ira Sohn C... David Einhorn's Speech at the Ira Sohn Conference Steve Eisman: Ira Sohn Conference Slides Benjamin Graham's best lecture: Securities in an i... Mohamed El-Erian: Driving Without a Spare Buffett's 1982 Letter on Derivatives!!!! Jim Chanos: The Power of Negative Thinking (CFA an... Marty Whitman, Letter from the Chairman q210 Return Driven: Lessons From High-Performacne Compa... THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: F... Seth Klarman: All we got out of this crisis was a ... ► April (38) ► March (35) ► February (50) ► January (72) ► 2009 (531) ► December (50) ► November (79) ► October (92) ► September (76) ► August (89) ► July (108) ► June (37) The content contained in this blog represents only the opinions of its author(s). We, or clients we advise, may hold long or short positions in securities mentioned in the blog. In no way should anything on this website be considered investment advice and should never be relied on in making an investment decision. Read that last line again. Also, this blog is not a solicitation of business. 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