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- Thoughts About Investing In Japan
Berkshire Beyond Buffett Notes
Dec. 9, 2014 • 1 Comment
- Nomura's Individual Japanese Investor Survey
- Value Investing In Sanrio Vs. The Hello Kitty Premium
- Nomura's Individual Japanese Investor Survey (May 2014)
- Investing In Japan Beyond The Platitudes
- Real Numbers And Thoughts Behind A Weak Yen And Japan's Exporters
- Japan: Not Buying The Debt And Depression Story
- Why General Electric's Buyback Is A Raw Deal For Shareholders
- Why GE Is Undervalued
- GE's 2012 Proxy: Pleasing Performance?
- Internet Initiative Japan Offers Very Attractive Growth And Valuation
- Has Nintendo Bottomed?
- GE Dividend Still Taking Back Seat To Buybacks
- Book Review: 'Accounting For Value'
- GE's Value Destroying Stock Buybacks
- Why I'm Long Precious Metals (And Hope Others Will Continue To Buy Treasuries)
- Explaining Nintendo's 10% Jump
- Nintendo: Dirt Cheap Ahead of Next Growth Cycle
- Internet Initiative Japan: A Pure Play on Japanese Cloud Computing Growth
- General Electric: Eschew the Buybacks, Hike the Dividend More Meaningfully
- Is GE's Board Acting in the Shareholders' Best Interest?
- GE's Executive Compensation Practices Don't Need to Be Rubber-Stamped
- The Latent Power of GE Shareholders
- What's on the Table for GE
Book Review: Corporate Valuation for Portfolio Investment
Mar. 28, 2011 • 2 Comments
Book Review: Dusting Off the Classic 'Security Analysis: Principles and Technique'
Feb. 28, 2011 • 1 Comment
- Proxy Games at Lions Gate?
- Book Review: 'Overhaul' - A Tell-All Account of the Rescue of GM and Chrysler
Review of Super Sectors, Part 2: Interview with Author John Nyaradi
Nov. 26, 2010 • Comment!
- Broadridge’s Dangerous Disconnect With Shareholders
John Nyaradi's 'Super Sectors' Makes the Case for Active Investment Management
Nov. 21, 2010 • Comment!