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- Another Buffett Prediction, Japan Edition
- Nadav Manham submits: As I write, the Nikkei 225 index closed down 6.4% to 7,162.90, its lowest since October 1982, a 26-year low. Japan's great bull market which peaked in 1990 has completely retraced itself. Which means it's time for another reckless Warren Buffett prediction: I wouldn't be surprised...
- External links 2008-10-27
- Sexy Swiss Real Estate - A Contradiction in Terms?
- Nadav Manham submits: My initial working hypothesis (it will evolve, so bear with me) about investing in existing real estate as opposed to new development is that success is largely a function of successful financing. Just as a good banker knows that his job largely consists of borrowing...
- External links 2009-08-03
- Buffett on Investing vs. Business
- Nadav Manham submits: Jason Zweig's "Intelligent Investor" column in last week's WSJ featured some interesting Buffett tidbits: 1) Buffett, whose powers of mental calculation are legendary, confessed that he doesn't know how well Berkshire Hathaway's (BRK.A) portfolio of stocks has done in recent years: by Nadav Manham
- External links 2008-11-08
- UBS: The Saga Continues
- Nadav Manham submits: The UBS UBS saga continues. I was struck by the last two paragraphs: In its most recent quarterly filing, UBS said that Robert M. Morgenthau, the New York district attorney, had issued a subpoena to the bank for the names of all United States clients who...
- External links 2008-11-11
- Rubin's Citi Resignation: Stint Was a Bad Reputational Risk / Reward Bet
- Nadav Manham submits: You can read about it here and elsewhere. Robert Rubin remains in my pantheon of heroes, he may be the best risk arbitrageur ever, and I don't know all the details. But . . . by Nadav Manham
- External links 2009-01-11
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