Notes by Michael Onghai of the May 16, 2008 Sequoia Fund Annual Investor Day.

An analysis of the business and value of an extremely undervalued company called Primus Guaranty.

Fundamental Stock Analysis for Philip Morris International - A spinoff from MO.

A free PDF file showing my valuation of American Express (AXP).

Who would have thought?

Industrial materials comprises a wide variety of businesses, from copper miners to aircraft makers. Except for the commodity stocks, many businesses in this sector have one key characteristic that makes them attractive to the Magic Formula screen...

Ackman out, Whitman in....should we?

An amended SEC filing

A discussion of the recent Bloomberg Markets magazine article on Nicholas Taleb. This post lists the books in Nassim Taleb's library based on the picture included in the story.

Today is the day that the 13F’s are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: WCG, SATS, WLP, AMWD

This Boone Pickens interview was a great watch. I liked it so much I watched it twice!

In yesterday's comments, Vik, Jeff, Miguel S, and likely a number of others that did not post comments were curious: How the heck did I find Graham, and why was I looking at it in the first place?

The cover story of the May edition of the Bloomberg Markets magazine discusses Nassim Nicholas Taleb’s affect on Wall Street

It’s always interesting to see what other investors or thinkers have on their bookshelf. In the introduction to the article, there’s a picture of Nassim Taleb in his library. Using the hard copy, I picked out a few books that Taleb has read (or hasn’t read, by Umberto Eco standards). These should be useful for expanding one’s network of mental models:

Berkshire Hathaway's just-released disclosure of its U.S. stock portfolio holdings as of March 31 does not include any new names. (Three months ago we learned from the quarterly filing that Buffett had accumulated a sizable stake in Kraft Foods.)