http://www.futureblind.com investing * business * innovation * communication Tue, 26 Aug 2008 00:24:54 +0000 http://backend.userland.com/rss092 en Derek from Stableboy Selections has posted two of the "missing" Berkshire Hathaway letters (1969 - 1977). The first is written by Ken Chace, the CEO that Buffett put in charge after he ousted Seabury Stanton. These go along with the previously released 1973 and 1976 letters, which I link to ... http://www.futureblind.com/2008/08/early-berkshire-hathaway-letters/ Yesterday the 13F's were released for funds managing over $100 million. Below is a list of 3 picks that I found interesting: 1. Dr Pepper Snapple Group, Inc. (::yahoo("DPS")::) Nelson Peltz (Trian), David Einhorn (Greenlight), Bill Ackman (Pershing) In May, Dr Pepper was spun off of Cadbury Schweppes and traded in the $20-26 ... http://www.futureblind.com/2008/08/3-interesting-13f-buys-q2-08/ In Saturday’s Wall Street Journal, Elizabeth Wurtzel wrote an opinion piece titled “The Internet Is Ruining America’s Movies and Music.” She talks about how both businesses aren’t like they used to be, because of—you guessed it—the internet. It’s easy to understand why many people in both the music and movie industries ... http://www.futureblind.com/2008/08/is-the-internet-ruining-media-hardly/ Tom Brown recently posted a rebuttal to Jason Zweig's Wall Street Journal column. Geoff Gannon also wrote a great follow-up article with more on Benjamin Graham. I suggest reading all three articles. In this post, I wanted to comment on a few aspects of Tom Brown's argument, some of which I ... http://www.futureblind.com/2008/07/on-financial-stocks-and-portfolio-risk/ The following three videos from TED are not necessarily related to business or investing. But you should watch them anyway. Benjamin Zander: Classical music with shining eyes Benjamin Zander has two infectious passions: classical music, and helping us all realize our untapped love for it -- and by extension, our untapped love ... http://www.futureblind.com/2008/07/3-great-videos-from-ted/ Christmas comes but once a year. This year, it comes three months early for those in the world of value investing. The following two books will be released at the end of September: September 26 -- ::amazon("0071592539","Security Analysis: Sixth Edition"):: After a 20 year hiatus, McGraw-Hill is releasing the latest updated edition of ... http://www.futureblind.com/2008/07/an-early-christmas-for-value-investors/ I'll try as much as possible to keep this tradition up every quarter. 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: 1. WellCare Health Plans (WCG) — Pabrai Investments, Fairholme Fund — I don't ... http://www.futureblind.com/2008/05/4-interesting-13f-buys-q1-08/ The cover story of the May edition of the Bloomberg Markets magazine discusses Nassim Nicholas Taleb's affect on Wall Street: On a freezing day in March 2007, Nassim Taleb walked into a conference room at Morgan Stanley's Manhattan offices on 47th Street and Broadway to address a group of the firm's ... http://www.futureblind.com/2008/05/flight-of-the-black-swan/ On Wednesday the 7th, Dr Pepper Snapple Group (::yahoo("DPS")::) officially began to trade. Its $25 price tag is lower than many expected after the soft-drink maker was spun-off of its parent company, Cadbury Schweppes. Because spin-offs in general beat the market (and can make for excellent hunting grounds), I'm always looking ... http://www.futureblind.com/2008/05/dr-pepper-snapple-spin-off-bargain/ A few good articles on the Freakonomics blog: Phil Gordon Answers Your Poker Questions / Great interview with poker pro Phil Gordon where he talks about randomness, psychology and the future of card playing. Not-So-Free Ride: The trouble with negative externalities / On creating better-aligned incentives to deal with the effects ... http://www.futureblind.com/2008/04/futureblind-digest-42208/