Twenty Four causes of Human Misjudgement

Charlie Munger talks to Harvard Law School Students on Patterned Irrationality or Twenty Four causes of Human Misjudgement CHARLIE MUNGER ON THE PSYCHOLOGY OF HUMAN MISJUDGMENT Speech at Harvard Law School (estimated date: June, 1995) Read transcript...

Dan Loeb letter to Citadel

In addition to investing superlatively, Dan Loeb is a great writer – especially when he is full of invective. Infectious Greed: The Collected Works of Daniel Loeb, Part IV I think that he my be on a par with Samuel Johonson…

Pallywood – the Second Draft

Hollywood in the US, Bollywood in India and, now… Pallywood in Palestine. If you don’t watch any on video on the internet, this is a must. It is chilling demonstration how news is manufactured, and wholeheartedly swallowed and served up to gullible western...

Boarding School

I was trawling the net last night and I came across this article on the rigours of British public boarding schools. For anyone who has been there, its a great read: British Public Schools

Dear Friends, we made a mistake…

This appears to be a powerful and moving admission of numerous errors from within Israels religous right-wing block. I’ve quoted from it below. We tried to give new life to the Torah of Israel so it would suit the tasks of this generation, but the generation of...

Iran’s nuclear weapon

Borowitz is often very funny & right on the money. What is amazing is that most of the world is inclined to believe Iran’s drivel regarding nuclear power. Iran’s new president-elect, Mahmoud Ahmadinejad, raised eyebrows in the international community today...

Car Alarm Rage

This is hilarious. TigerHawk I live in a New York apartment. I think for doing this to a car around 3 times a week.

Salman Rushdie – the right time for an Islamic Reformation

I like Salman Rushdie’s writings. This is a good piece that he wrote for the Washington Post. When Sir Iqbal Sacranie, head of the Muslim Council of Britain, admitted that “our own children” had perpetrated the July 7 London bombings, it was the...

The Case against dis-engagement in Gaza

I recently met with Naomi Blumenthal at the Israeli Knesset. Amongst other things, she is against dis-engagement from Gaza – as is Netanyahu. Their problem with dis-engagement is that it makes the Gaza strip into a base for terrorists of all stripes – and...

Annihalating Terri Schiavo

Anyone who thinks that it was right to, “let Terri Schiavo die” needs to read this article that appeared in Commentary magazine: http://www.commentarymagazine.com/article.asp?aid=11906029_1 It remains horrifying to me that Terri Schiavo was denied the kind...

Dan Moore joins Aquamarine LLC

Dan Moore joined Aquamarine LLC as an analyst on June 1, 2005. His primary responsibility is to research and generate investment ideas in order to enhance the performance of Aquamarine Fund Inc. (an offshore private investment fund) and Aquamarine Value Fund L.P. (a...

So you want to be an activist

So You Want to Be an Activist By James Altucher RealMoney.com Contributor 6/1/2005 4:16 PM EDT http://www.thestreet.com/p/rmoney/jamesaltucher/10226105.html Market Commentary Many investors aspire to activism, using their heft to help out the little guy. The 13-D is a...

Guy Spier quoted in the Financial Express

I was written up in the Financial Express. “The very worst that could happen is that one or two individuals are found to have done something wrong,” said Guy Spier, who manages $50 million at New York-based Aquamarine LLC, including about $10 million of Berkshire...

Guy in Shanghai

In order to properly do my research on a particular company, I travelled to Shanghai.

MBIA – the Mystery of the $890 Billion Insurer – Fortune.com

MBIA, and Bill Ackman locking horns with them has been written up in Fortune Magazine. Many managers I know have purchased puts on MBIA debt. Bill Ackman’s analysis of MBIA from a financial standpoint is excellent. Probably – for this neophyte, at least....

Fania Oz – the Haifa and Bar Llan Boycott

As I understand it, Fania comes from the Israeli left. But it heartens my faith in humanity that she is not buying any of the madness coming from the British Association of University Teachers – who have boycotted two Israeli universities....

Writeup in Value Investor Insight

I made the front page of Whitney Tilson’s new publication – Value Investor Insight. Whitney and John Heins bill the interview as follows: Globe-hopping value investor explains why he loves the education business, how to identify valuable brands, where...