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Nick Gogerty » Comments » BNI

  • Let Warren Buffett Handle Your Portfolio [View article]
    I really appreciate the quote from Graham. Nice find. Most "value" adherents are looking for something cheap and trapped in simple mathematical analysis. Charlie Munger gives some insights into business dynamics that are far more interesting in his book. rcm.amazon.com/e/cm?t=...
    Dec 19 11:07 am |Rating: +1 0 |Link to Comment
  • 15 Value Hedge Funds - Portfolio Update [View article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful.
    Aug 21 09:29 am |Rating: 0 0 |Link to Comment
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