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- Reading Up on William Ackman
- Nadav Manham submits: Bloomberg has an article on William Ackman. Read it here. Ackman fascinates me. No other hedge fund manager challenges the skills of the manager selector more than he does. He's smart and well-pedigreed and very philanthropic, a hedge fund celebrity, extremely persuasive in both...
- External links 2009-04-16
- Vornado's Private Equity Fund: Non-Traditional, Smart Solution for Tough Times
- Nadav Manham submits: The WSJ reports that Vornado Realty Trust VNO is seeking to raise a $1bn distressed real estate fund to use as its "exclusive vehicle for real-estate and real-estate-related investments." The article wonders why a publicly-traded REIT like Vornado would choose to raise money from private investors...
- External links 2009-07-09
- 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's Latest NYT Op-Ed: The Greenback Effect
- Nadav Manham submits: The last one urged people to "buy American" stocks. This one is a warning about the side effects to be expected from the extraordinary fiscal and monetary measures that have been taken to turn around the economy. A little background: Buffett's father Howard was...
- External links 2009-08-19
- Real Estate and the Danger of the Personal Guarantee
- Nadav Manham submits: My real estate self-education project continues. Again, I'm trying to see if I can apply value-oriented manager selection to real estate investing. There will likely be a lot to do in real estate in the next few years, both in public and private markets....
- External links 2009-09-06
- Brian Gaines and Elegance in Valuation
- Nadav Manham submits: To evaluate investors one must evaluate how they evaluate their investments. One of the things I look for is what I call "elegance" in valuation. It' s hard idea to define; you kind of know it when you see it. Warren Buffett rarely...
- External links 2009-09-12
- Jeff Matthews on Berkshire's Equity Portfolio
- Nadav Manham submits: I'm not sure what Jeff Matthews is getting at in this post about Berkshire Hathaway's (BRK.A) common stock portfolio. He writes the following (bold type is mine, italics are his): The shocker is this: Berkshire Hathaway’s portfolio of equities—the stocks such as Coke KO and...
- External links 2009-03-01
- 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
- Gold vs. Value Investing: An Historical Perspective
- Nadav Manham submits: I continue to be intrigued by David Einhorn's recent disclosure that his Greenlight Capital funds are now significantly long gold and gold miners. Read his 2008 letter to investors for his reasoning. I don't disagree with any of it. But Einhorn is a value...
- External links 2009-02-22
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