| Search by or site | Login to my blog ▪ Start my own blog |
 |
Dah Hui Lau (David)Knowledge grows through sharing! To be the best, learn from the best! May all your dreams come true! |
Shai Dardashti Letter To Warren Buffett
Posted on 01/30/2007 18:28 PM | Link | Post Comment
At the Q&A I arranged you told me that today ( May 23, 2005 ) you were “85% Graham and 15% Fisher.”
If you were today 20-something years old, again looking to allocate less than $10 million, and free to allocate capital into well over 8,000 opportunities (before even considering anything overseas), would your Latticework of Mental Models primarily be searching for:
a) Situations reminiscent of 1957 - akin to Daehan Flour Mills, or
b) Situations reminiscent of 1987 - akin to Moody’s Corporation?
To read the complete letter: Dardashti Letter.
Thank you Shai for sharing,
David
- Want To Be Ceo? Dress The Part
- Bill Ackman, Up 22% In 2007, Boosts Bet Against Mbia
- Bill Ackman On Mbia & Bond Insurers, Blmbrg Tv, 1/10/08
- Mark Sellers Interview
- Best Stocks For 2008
- Jan 2008
- Dec 2007
- Nov 2007
- Oct 2007
- Sep 2007
- Aug 2007
- Jul 2007
- Jun 2007
- May 2007
- Apr 2007
- Mar 2007
- Feb 2007
- Jan 2007
- Dec 2006
- Nov 2006
- Oct 2006
- Sep 2006
- May 2006
- Apr 2006
Examples
Morpheus Trading - Mon Jul 21, 2008 08:33AM
NOTE: Please click on the charts below to enlarge them if [read more]
NOTE: Please click on the charts below to enlarge them if [read more]
Morpheus Trading - Mon Jul 21, 2008 08:31AM
NOTE: Please click on the charts below to enlarge them i [read more]
NOTE: Please click on the charts below to enlarge them i [read more]
Millionaire Now! by Larry Nusbaum - Tue Jul 22, 2008 09:23AM
Hedge funds have made billions this year shorting the banks, [read more]
Hedge funds have made billions this year shorting the banks, [read more]
<< My Home | TheMoneyBlogs Home