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Tuesday, May 3, 2011

#2 Investment Ideas & Great Links

Great Links

1. "Decline of Manufacturing" is Global Phenomenon: And Yet the World Is Much Better Off Because of It (hat tip to dataroma)

http://mjperry.blogspot.com/2011/04/decline-of-manufacturing-is-global.html

2. Munger on CBC, discusses Sokol (hat tip to dataroma)

Munger does a great job describing the Sokol incident as a tragedy, in the greek sense.

http://plus.cnbc.com/rssvideosearch/action/player/id/3000019268/code/cnbcplayershare

Investment Ideasa

#1 (L) Loews

This company is owned by the Tisch family, a well known value family. It's currently trading at around cash + CNA holding, DO holding, Boardwalk Pipeline, then you get a collection of natural gas assets and hotels for free. There is a nice talk about the company on the corner of berk website

http://cornerofberkshireandfairfax.ca/forum/index.php?topic=3172.0

Presentation on Loews

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9NDI0NjM0fENoaWxkSUQ9NDM5NTA0fFR5cGU9MQ==&t=1

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