Comments on: Ahead of the Buffett Curve http://www.fusioninvesting.com/2009/07/ahead-of-the-buffett-curve/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: mlgreen8753 http://www.fusioninvesting.com/2009/07/ahead-of-the-buffett-curve/comment-page-1/#comment-1178 mlgreen8753 Thu, 17 Sep 2009 02:54:05 +0000 http://www.fusioninvesting.com/?p=2686#comment-1178 If you're going to listen to anybody about investing listen to Warren Buffet. I don't know how he does it, but he knows how to pick em. I wonder what he would say about <a href="http://breastcancerinvesting.com/investor_call.shtml" rel="nofollow">Mentor Capital</a> (MNTR), my latest stock pick. If you’re going to listen to anybody about investing listen to Warren Buffet. I don’t know how he does it, but he knows how to pick em. I wonder what he would say about Mentor Capital (MNTR), my latest stock pick.

]]> By: Dean Morel http://www.fusioninvesting.com/2009/07/ahead-of-the-buffett-curve/comment-page-1/#comment-1006 Dean Morel Fri, 24 Jul 2009 02:08:32 +0000 http://www.fusioninvesting.com/?p=2686#comment-1006 Thanks Peter, as they say even a broken clock is right twice a day. I don't recall Einhorn shorting Moody's, though now that I check I must have seen it as several blogs I read mentioned it. Here is the speech for anyone interested http://www.foolingsomepeople.com/main/TCF%202009%20Speech.pdf and his 2008 speech when he said Green Light Capital was short Lehman. http://www.foolingsomepeople.com/main/TCF%202008%20Speech.pdf No wonder MCO dropped heavily following Ira Sohn. People are going to be at Ira Sohn next year with their crackberrys and iphones poised to place a market order. I need to take a deeper look at Einhorn. His gambling has always slightly put me off him for some reason, but I guess it's just his version of bridge. Here's a quick probability story from my own life. Last year a car cut me off when I was going very fast on my bike, no I'm not super fit and fast, it happened at the bottom of a hill. I seldom wear a bike helmet, but had one on that day and it probably saved my life or at least prevented any brain damage. My friends were stunned to see the see the split helmet, as they couldn't believe my luck in having it on. I explained to them that luck was not involved, it was all probabilities and risk assessment. I wear a bike helmet when I'm riding places where the probability of an accident outweighs my desire not to have bureaucrats dictate the rules of my life. I wear a helmet when my risk assessments says I should. I neglected to mention that with a little more bike skills I may have avoided the accident all together. Next time you break heavily on your bike make sure to get your weight back as far as possible! One friend said I make life way to complicated and it'd be easier to just wear the helmet all the time and not have to think about probabilities and risk assessments. I guess what is complicated to one person is fun to another. Beside which hardly anyone plays cards anymore so I gotta keep practicing my probabilities somewhere. This attitude is what worries my partner the most every day she leaves our kids in my care. If there is one thing I want to teach my kids it is there is no black and white and there is seldom a right and wrong. Almost everything is shades of grey with different probabilities. There is no can't. Though I <b>can't</b> seem to win that argument with my black and white partner ;-) Thanks Peter, as they say even a broken clock is right twice a day.
I don’t recall Einhorn shorting Moody’s, though now that I check I must have seen it as several blogs I read mentioned it.
Here is the speech for anyone interested http://www.foolingsomepeople.com/main/TCF%202009%20Speech.pdf
and his 2008 speech when he said Green Light Capital was short Lehman.
http://www.foolingsomepeople.com/main/TCF%202008%20Speech.pdf

No wonder MCO dropped heavily following Ira Sohn. People are going to be at Ira Sohn next year with their crackberrys and iphones poised to place a market order.

I need to take a deeper look at Einhorn. His gambling has always slightly put me off him for some reason, but I guess it’s just his version of bridge.

Here’s a quick probability story from my own life. Last year a car cut me off when I was going very fast on my bike, no I’m not super fit and fast, it happened at the bottom of a hill. I seldom wear a bike helmet, but had one on that day and it probably saved my life or at least prevented any brain damage. My friends were stunned to see the see the split helmet, as they couldn’t believe my luck in having it on.

I explained to them that luck was not involved, it was all probabilities and risk assessment. I wear a bike helmet when I’m riding places where the probability of an accident outweighs my desire not to have bureaucrats dictate the rules of my life. I wear a helmet when my risk assessments says I should. I neglected to mention that with a little more bike skills I may have avoided the accident all together. Next time you break heavily on your bike make sure to get your weight back as far as possible!

One friend said I make life way to complicated and it’d be easier to just wear the helmet all the time and not have to think about probabilities and risk assessments. I guess what is complicated to one person is fun to another. Beside which hardly anyone plays cards anymore so I gotta keep practicing my probabilities somewhere. This attitude is what worries my partner the most every day she leaves our kids in my care.

If there is one thing I want to teach my kids it is there is no black and white and there is seldom a right and wrong. Almost everything is shades of grey with different probabilities. There is no can’t. Though I can’t seem to win that argument with my black and white partner ;-)

]]> By: Dean Morel http://www.fusioninvesting.com/2009/07/ahead-of-the-buffett-curve/comment-page-1/#comment-1005 Dean Morel Fri, 24 Jul 2009 01:29:08 +0000 http://www.fusioninvesting.com/?p=2686#comment-1005 MAp agrees to internalise management Macquarie Airports (MAP) reached agreement with Macquarie Group Limited (MQG) to internalise the management of MAp. As a result MQG would be issued 150 million new MAp shares, increasing its stake in its satellite from 21% to 27.3%. MAp said two separate Independent Board Committees had negotiated the agreement on behalf of its shareholders. Chairman of Macquarie Airports Management Limited’s Independent Board Committee (MAML) Trevor Gerber said the board had examined a range of options to address the gap between the MAp security price and the value of MAp’s airports. http://www.egoli.com.au/news/post/MAp-agrees-to-internalise-management.aspx For more info here is the presentation from MQG http://asx.com.au/asxpdf/20090724/pdf/31jq06xt63t1rr.pdf and the ASX announcement http://asx.com.au/asxpdf/20090724/pdf/31jq08f7xqbj7z.pdf MAp agrees to internalise management
Macquarie Airports (MAP) reached agreement with Macquarie Group Limited (MQG) to internalise the management of MAp. As a result MQG would be issued 150 million new MAp shares, increasing its stake in its satellite from 21% to 27.3%.

MAp said two separate Independent Board Committees had negotiated the agreement on behalf of its shareholders.

Chairman of Macquarie Airports Management Limited’s Independent Board Committee (MAML) Trevor Gerber said the board had examined a range of options to address the gap between the MAp security price and the value of MAp’s airports.
http://www.egoli.com.au/news/post/MAp-agrees-to-internalise-management.aspx

For more info here is the presentation from MQG http://asx.com.au/asxpdf/20090724/pdf/31jq06xt63t1rr.pdf and the ASX announcement http://asx.com.au/asxpdf/20090724/pdf/31jq08f7xqbj7z.pdf

]]> By: Peter http://www.fusioninvesting.com/2009/07/ahead-of-the-buffett-curve/comment-page-1/#comment-1003 Peter Fri, 24 Jul 2009 00:17:03 +0000 http://www.fusioninvesting.com/?p=2686#comment-1003 Not bad, you sold MCO before Einhorn dished the stock at Ira Sohn in May 2009. Any links?? hehe Not bad, you sold MCO before Einhorn dished the stock at Ira Sohn in May 2009. Any links?? hehe

]]>