Category Archives: Uncategorized

Pat Dorsey – Competitive Advantages

Dorsey’s ability as a fund manager has yet to be seen, but found his talks very interesting and worth watching.

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Great Videos to watch

This first one is Paulson at the Delivering Alpha conference: http://video.cnbc.com/gallery/?video=3000306454#.

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Seth Klarman on Idea Generation and Buying/Selling

Klarman talking to Jason Zweig On Buying and Selling: We enter every trade with the idea that we are going to hold to maturity in the case of a bond and for a really long time, potentially forever, in the … Continue reading

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When to buy? When to sell? Peter Lynch Explains

From a PBS Interview with Peter Lynch: “Well, I remember in my career you’d say to somebody you worked in the investment business. They’d say, “That’s interesting. Do you sail? What do you think of the Celtics?” I mean it … Continue reading

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How to Learn About Business – The Warren Buffett Edition

Audience: If you were 23 years old, in what non-tech industry would you start a business today and why? Buffett: I would probably do what I did when I was 23 years old. I would look at a lot of … Continue reading

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Reflection On My Framework

Yesterday, I had the fortune of being on the negative end of a price movement in one of my positions after an earnings call. It was only about a 10% swing after hours, but it was enough to make me … Continue reading

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Jim Chanos on China

Interesting video that someone posted on twitter last night. Talks about his perspective on China. Almost a year old, but still a great watch for 36 minutes. Well worth the time. Views on Chanos are very mixed, but he is … Continue reading

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