Folks, I’m traveling this week to the Value Investing Congress in New York (it’s nearly sold out, but tickets are still available. Come and say, “Hello.”) I won’t be maintaining my usual posting schedule while I’m here. In the mean time, here are the top posts for the quarter:
- The long and short of Berkshire Hathaway
- Mr. Market refuses to do what he’s supposed to, apparently
- Graham / Shiller PE10 calculated using ShadowStats CPI
- Greenbackd Contrarian Value Portfolio Update
- Guest post: Seahawk Drilling Inc (NASDAQ:HAWK) and the Hacienda
- Quant funds don’t perform like a good quant fund should
- East Coast Asset Management on Becton, Dickinson and Co. (NYSE:BDX)
- Handy automatic Graham / Shiller PE10 chart
- Darwin’s darlings in practice
- The long and short of The St. Joe Company (NYSE:JOE)
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