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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
- Will Small Hedge Funds Disappear?
- Nadav Manham submits: According to this article about Deutsche Bank's DB annual Alternative Investment Survey, over 50% of hedge fund investors will only invest in funds with $1 billion or more in assets under management: “It means that smaller hedge funds will disappear,” observes Andrew Ang, professor of finance...
- External links 2009-03-25
- 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
- Why Buffett's Successors Won't Be as Good as Buffett
- Nadav Manham submits: Richard Beales of breakingviews.com writes about Berkshire's (BRK.A) post-Buffett future: Other big units are important too, including the Mid-American electricity business run by David Sokol and Greg Abel. And of course the post-Buffett investing team will matter, as well. But with Buffett...
- External links 2009-05-06
- 2 Concerns with Michael Lewis's Review of Buffett Book 'The Snowball'
- Nadav Manham submits: Michael Lewis reviews 'The Snowball' in the New Republic. I don't want to write a long review of a very long review of a very, very long review of Buffett's life-that's too much reviewing. I will say two things though: 1) Lewis and Buffett have...
- External links 2009-05-18
- 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
- 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
- Initial Thoughts on Berkshire Hathaway's Annual Letter
- Nadav Manham submits: The Berkshire Hathaway (BRK.A) letter to shareholders is here! Raise your hand if you sat there clicking "reload current page" until the 2008 letter showed up. I'll have a longer commentary later, but here are some initial thoughts: 1) Your consigliere is on record...
- External links 2009-02-28
- 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
- Can You Calculate Berkshire's Beta?
- Nadav Manham submits: Like many others, I've followed the recent stock price movements of Berkshire Hathaway (BRK.A) with amazement. What's surprised me the most is the magnitude of Berkshire's decline relative to that of the market as a whole. This could represent a correction--Berkshire was overvalued relative to the...
- External links 2008-11-20
- Capital Allocation is Still King (Newspaper Edition)
- Nadav Manham submits: Someone's sitting in the shade today because someone planted a tree a long time ago. -Warren Buffett by Nadav Manham
- External links 2008-12-01
- Boston Beer: Distribution Muscle Via Availability at Wal-Mart
- Nadav Manham submits: Back to my favorite subject--the beer industry. The NYT had a short interview with Boston Beer Company SAM CEO Jim Koch. Note Koch's statement that his company's sales are growing in Wal-Mart WMT. This is important and a big stat to watch. As...
- External links 2008-12-06
- 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
- My Modest Buffett Prediction
- Nadav Manham submits: This excerpt from Alice Schroeder's "The Snowball" caught my eye. She writes of the 1973-1974 period [my emphasis in bold]: But in the bigger picture, what Berkshire, Diversified, and Blue Chip [the latter two were eventually merged into Berkshire] really possessed were two things. ...
- External links 2009-02-01
- 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
- 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
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