Mario Gabelli was on Bloomberg discussing patience, catalysts, and Madison Square Garden Co (NASDAQ: MSG). Feed subscribers will have to come to the site to view the video below:
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Nassim Nicholas Taleb (author of Fooled by Randomness and The Black Swan) co-wrote a paper with George Martin that appears in the SAIS Review of International Affairs vol XXXII no. 1 (Winter-Spring 2012). This article argues that the crisis of 2007–2008 happened because of an explosive combination of agency problems, moral hazard, and “scientism”—the illusion that ostensibly scientific techniques would manage risks and predict rare events in spite of the stark empirical and theoretical realities that suggested otherwise. The . . . Warren Buffett recently contributed to Forbes “When I Was 25″ series and as usual he does not disappoint. He discusses the decision he made at 25 between a comfortable (very early) retirement versus continuing to invest money for others. Benjamin Graham had been my idol ever since I read his book The Intelligent Investor. I had wanted to go to Columbia Business School because he was a professor there, and after I got out of Columbia, returned to Omaha, and started selling securities, I . . . Jim Rogers recently gave a wide ranging interview with Future Money Trends. He gives advice to students and new graduates, reiterates his outlook for the bull market in commodities (particularly agriculture), and discusses the potential for civil unrest in the US.
Author Disclosure: None Last month, we met Allan Mecham of Arlington Value Management, a.k.a. The 400% Man. This week, SmartMoney profiled Mecham’s newest big bet: a levered position in Berkshire Hathaway (NYSE: BRK.A, BRK.B): [L]ast year he levered up the fund and has invested half the money in Warren Buffett’s Berkshire Hathaway. “Able to borrow at around 1.5%, we levered (Berkshire) into a 50%+ position,” he wrote in his annual letter to shareholders. “Though not advocates of leverage, we believe the . . . |
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