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Archive for November, 2010

Changes to Greenbackd

I’m back from my (extended) break. I’ll be making a few changes to the site over the coming weeks, mostly directed to making it easier to find old articles by putting them in a sensible order. I also want to change the architecture of the site to better reflect the work that I do in my fund, so that working on Greenbackd is useful work for my fund, and vice versa. I’m in the middle of setting up a new office, so the posting schedule may be interrupted a little while I wait my connection to the Internet. I’ve got some great new ideas, which I look forward to rolling out over the next few weeks.

Finally, I’m now based in Los Angeles (in Santa Monica). I like meeting people similarly interested in deep value, quant and activism, so if you’re in town and want to say hello, drop me a line. I’ve got a pile of email to get through, so don’t think I’ve ignored you if I don’t respond immediately. You can reach me at greenbackd [at] gmail [dot] com.

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Top posts of the year

I’m on break for the next three weeks. Here are the top posts for the past 12 months:

  1. Mike Burry’s Scion Capital investor letters
  2. Guest post: The short case for Berkshire
  3. Graham’s P/E10 ratio
  4. Tweedy Browne updates What Has Worked In Investing
  5. What Montier’s Painting by Numbers can offer to value investors
  6. The long and short of The St. Joe Company
  7. Seth Klarman on Liquidation Value
  8. Intuition and the quantitative value investor
  9. The long and short of Berkshire Hathaway
  10. Guest post update: Valuation for Berkshire Hathaway

Good investing.

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