Archive for June, 2008
This is what I do for a living!
June 30th, 2008Academic studies finally back up what I have found in 10 years of investing:
No trade stocks outperform
Interview with Seth Klarman
June 29th, 2008Seth Klarman is one of the great investors of all time.
Seth Klarman Interview
ROI 120
June 23rd, 2008This past week, I attended a conference in Jerusalem called ROI120 (ROI 120). I have now heard conflicting things about what ROI stands from “Return on Investment,” to Hebrew for “shepherd” or “leader.”
Lynn Schusterman, a prominent donor in the world of Jewish Philanthropy, pays for 120 young Jews from around the world to fly to […]
Great Quote
June 14th, 2008From Mark Perry’s Carpe Diem blog:
Quote of the Day
The Swing Vote
June 14th, 2008In Israel, the right controls about 40% of the vote give or take 5% and the left controls about 40% of the vote give or take 5%. Several minority parties control the rest of the vote, but none of those parties are as powerful as the ultra orthodox, which controls about 10% of the vote. […]
Are You Religious?
June 14th, 2008“Are you religious?” one Israeli asked me.
“Yes.”
He then looked for a kipah (yamaka) on my head. There wasn’t one. Then he wondered what I was doing out late on a Friday night.
I then proceeded to explain that you could be religious and spiritual without being Orthodox. He was thoroughly confused as are most Israelis to […]
An interesting bet
June 9th, 2008Warren Buffett has bet a fund of hedge funds that a hand selected group of hedge funds will not outperform the S&P. Very interesting. Which side would you bet on?
Warren Buffett bet
Process and Success
June 4th, 2008There was a fantastic article in the New Yorker magazine (the May 12th, 2008 issue) about Toyota and its “open secret of success.” What the article discussed was Toyota’s relentless pursuit of improving the process of making automobiles. From the fact that any employee can pull an “andon cord” and stop the entire assembly line […]
Morris Smith is quite an inspiration
June 2nd, 2008This is a fantastic article about Morris Smith leaving his job as the head of Fidelity Magellan and pursuing a life of meaning and study. I think you can learn a lot from his example.
Morris Smith from Fidelity
Thinking of Investing in China?
June 2nd, 2008Guess what your return would have been had you invested in China in March of 1998, ten years ago.
Consider before you answer that the last ten years has been unstoppable GDP growth, a miracle in terms of economic change. China has emerged on the scene as an economic powerhouse and it is on the lips […]