vertek's story links
Notes from Buffett Meeting 2/15/2008
(via undergroundvalue.blogspot.com)
Students from Emory's Goizueta Business School and McCombs School of Business at UT Austin were invited to come visit Mr. Buffett for a Q&A session.
Second-Step Thrift Conversions
(via undergroundvalue.blogspot.com)
An introduction to second-step thrift conversions, cousins to the thrift conversions mentioned in Peter Lynch's "Beating the Street". Includes a rough-cut analysis spreadsheet of 40+ thrifts.
Market Reaction and Portfolio Concentration
(via undergroundvalue.blogspot.com)
Discussion of portfolio concentration / diversification as a function of the variety of opportunities.

