LA to SF

I’m speaking tomorrow at the Berkeley AAII meeting, then Tuesday at TradeTech West in SF.  If you’re at either, come say hello!

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I enjoy getting constructive criticism, and hecklers don’t bother me, but at least have the dignity to read the book before you post a review!  Examples here (Louis and Rodi Williams reviews).

Although this is definitely my favorite 1 star review!

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Yes please.

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Seems like a trading strategy to me.

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Dow Award 2009

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Well, this is certainly a contrarian position:  We need more debt, not less.

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The 50 Best Things to Eat in the World.  I’ve had 0.  Although I’m still waiting for someone to take me up on Alinea on my upcoming Chicago trip…

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Letters of Note

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Hookworm as a cure for asthma?

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Gene Therapy Cures Color-Blind Monkeys.

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The equity premium(s)

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Some notes from Pabrai’s annual investor meeting.  Concentration works both ways!!

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POTENTIALLY interesting, let’s see what other funds they come out with.  130/30, meh.

View Comments to “LA to SF” (Leave a Comment)


  1. gerrydantone says:

    I wanna know who the genius was that thought that 1 star review of the Ivy Portfolio was helpful!

  2. keithpiccirillo says:

    “Yes, Please”.

    The New York Times article about letting everyone into hedge funds probably won't happen anytime soon, now that they're back into making money. Lobbyists have a way of defering shared access to things like health care and money. LOL.
    QAI fund manager was on Bloomberg this afternoon and made his case. It's up 8% since inception I think.

  3. gerrydantone says:

    I wanna know who the genius was that thought that 1 star review of the Ivy Portfolio was helpful!

  4. Mr. Tuxedo says:

    “Yes, Please”.

    The New York Times article about letting everyone into hedge funds probably won't happen anytime soon, now that they're back into making money. Lobbyists have a way of defering shared access to things like health care and money. LOL.
    QAI fund manager was on Bloomberg this afternoon and made his case. It's up 8% since inception I think.

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