- ▼ August (5)
- ► 2011 (118)
- ► 2010 (228)
- ► 2009 (503)
- ► 2008 (517)
Popular Posts (last 30 days)
I don't really agree with many of Charlie Munger's political, and some business and economic, views, but the thing I love about him ...
Plastics & Pollution A new environmental scourage created over the last 50 years has arisen due to the invention of plastics. Ver...
( update Mar 5: Replaced the video with the list version which lists all the videos and added a URL link in case embedded video doesn't...
American Consumer Debt Since consumer spending is a huge driver of American GDP (almost 70% of GDP), it's a big deal for any inves...
American Retail Bankruptcies (to Q1 2017) So far, retail industry is on pace to set a post-financial-crisis peak. Retail is definitel...
abitibi (ABY/A.TO) AbitibiBowater (ABH) ABN-Amro (ABN) Addax Petroleum (TSX: AXC) Africa Aggreko (LSE: AGK) agriculture AIG Alliance Semiconductor (PK: ALSC) alternative assets Amazon (AMZN) Ambac (ABK) Anadarko Petroleum (APC) Andy Xie Apple (AAPL) Asia Aspen Exploration (OTC: ASPN) Atlas Mara (LSE: ATMA) Australia and New Zealand Bank of America Barnes and Noble (BKS) Bear Stearns (BSC) Beazer Homes (BZH) Bell Canada Enterprises (BCE) ben Benjamin Graham Berkshire Hathaway (BRK.A) Bill Miller Bitcoin bonds and credit instruments book industry BOOK SUMMARY BP brands Brazil Britain BRK.B) Bruce Berkowitz Bruce Greenwald business analysis business culture BYD (HK: 1211) Cal-Maine (CALM) Canada capitalism career celestica (CLS) Charles Brandes Charles de Vaulx Charlie Munger Chesapeake (CHK) China Chris Anderson Clarus (PK: CLRS) Comdisco (OTC: CDCO) commentary commodities communications Compass Minerals (CMP) contrarian corporate accounting corporate governance corporate law corporate strategy crime currencies cyclicals David Einhorn David Rosenberg Dean Foods (DF) deflation delta financial (DFC) demographics Diagoe (DEO) digital economy dividends Don Coxe Dubai Dynegy (DYN) Eastman Kodak (EK) economics econopolitics education Edward Lampert electric vehicles emerging markets En Pointe Technologies (ENPT) energy Energy East (EAS) Enron entrepreneurship Europe executive compensation Expedia (EXPE) Facebook (FB) fair-value accounting financials Fitbit (FIT) Fording Canadian Coal Trust (FDG; TSX: FDG.UN) forestry Foundry (FDRY) Francis Chou fundamental analysis Gary Shilling GenOn (GEN) Geoff Gannon George Soros global Globaltrans (LSE: GLTR) gold Goldman Sachs Google government Great Depression great investors guest-tek (GTK.TO) harmony (HMY) healthcare hedge funds Howard Marks Hugh Hendry humour Icahn Enterprises (IEP) Iceland India Ingram Micro (IM) insightful institutional investing interesting investing track record investment evaluation investment plan investment psychology investment strategy Jaclyn (JLN) Jae Jun James Montier Jamie Dimon Japan Jared Diamond jds uniphase (JDSU; JDS.TO) Jean-Marie Eveillard Jeremy Grantham Jim Chanos Jim Grant Jim Rogers John Hussman John Mauldin John Paulson John Templeton Kanaden (8081) Kenneth Cole Productions (KCP) Keyence (6861) Khan Resources (KRI.TO) Krishnamurthy 'Nandu' Narayanan Latin America Lehman Brothers Lexmark (LXK) Li Lu liquidation Live Nation (LYV) Lloyd Blankfein Louis-Vincent Gave Magic Software (MGIC) Malcolm Gladwell management Manitoba Telecom Services (TSX: MBT) Marc Faber marijuana Mark Zuckerberg market valuation marketing Martin Whitman Mathstar (PK: MATH) Matt Levine MBIA (MBI) media Mega Brands (TSX: MB) menu mergers and acquisitions Michael Lewis Michael Pettis Miscellaneous mobile devices Mohnish Pabrai monoline bond insurers Monsanto (MON) Montpelier Re (MRH) Motors Liquidation Trust (MTLQU) name Nassim Nicholas Taleb Netflix (NFLX) new york times (NYT) Newbie Thoughts newspapers newsprint Nokia (NOK) North Korea opinion origin owens corning (OC; OCWAZ.PK) Paul Desmaris Paul Krugman Penn National Gaming (PENN) personal finance Peter Thiel Phil Falcone politics portfolio performance portfolio transactions Prem Watsa Priszm Income Fund (TSX: QSR.UN) private equity Puget Energy (PSD) Pulte Homes (PHM; PHA) Raj Rajaratnam's Galleon Ray Dalio real estate Reed Hastings reference retail industry revlon (REV) Richard Branson Robert Prechter Russell Napier Russia Sam Zell Sears Holdings (SHLD) Seiko (TSE: 8580) Seth Klarman shareholder rights shoe pavilion (SHOE) social media Southwestern (SWG.TO) spectrum brands (SPC) sports Sprott Molybdenum (TSX: MLY) St. Joe Company (JOE) Staples (SPLS) Stephen Jarislowsky Stephen Roach Steve Jobs Sunday Spectacle Suruga (1880) Syngenta (SYT) Takefuji (8564) Talisman Energy (TLM) tax tech cyclicals technology Ted Turner The Year That Was Thornburg Mortgage (TMA; TMA-E) Tim McElvaine timber Todd Combs Toronto TorStar (TS.B) tourism Toyota Industries (6201) traders transportation Tribune (TRB) turtle Turtle Awards useful USG (USG) Verenex Energy (TSX: VNX) Virgin America (VA) Walter Schloss Warren Buffett watch list actions WikiLeaks William Ackman year-end review yen carry-trade
About This Blog
An investment blog chronicling a slow-moving turtle's attempt at gaining financial independence. Mostly contrarian investing with value-investing tilt and influenced by macroeconomics. Feel free to visit my non-investment blog describing my life and thoughts.
- Sivaram Velauthapillai
The Longevity of Various Media
(source: "The Lifespan of Storage Media" by CrashPlan.com. Downloaded August 28, 2012. Originally mentioned by Cool Infographics)Tags: media, Miscellaneous, Sunday Spectacle
Thursday, August 23, 2012 3 comments ++[ CLICK TO COMMENT ]++
A bit late, oh well...
The Changing Media Landscape in USA
(source: "Wordy goods," Daily Chart, The Economist. Aug 22nd 2012, 14:07)Tags: media, Sunday Spectacle
Monday, August 13, 2012 0 comments ++[ CLICK TO COMMENT ]++
When Humans Were a Commodity
Image of Brookes, a British slave ship:
(source: "An American Time Capsule: Three Centuries of Broadsides and Other Printed Ephemera," Stowage of the British slave ship "Brookes" under the regulated slave trade act of 1788. [n. p. n. d.]. -- Piece 1 of 1. Library of Congress. Downloaded August 13, 2012. Original mention by Fastcodesign Infographic of the Day.)Tags: econopolitics, Miscellaneous, Sunday Spectacle
Monday, August 6, 2012 0 comments ++[ CLICK TO COMMENT ]++
NASA's Curiosity Rover Lands on Mars
(source: NASA rover lands on Mars, August 6, 2012)Tags: Miscellaneous, Sunday Spectacle
Saturday, August 4, 2012 4 comments ++[ CLICK TO COMMENT ]++
Been busy with some important personal matters but I do keep tabs on the markets. It's hard to believe how the Facebook story has played out.
When I took a deep look at Facebook and social networks, I never imagined Facebook (FB) would fall so quickly without any major economic crisis or stock market crash. IPOs are often poor investments but large initial issues tend to be more efficiently priced so it's somewhat surprising to see investors bail—even before we hit the expiry of the lock-up period for insiders.
If you believe in Facebook's business model—that's a big 'if' for some—the stock appears to be entering attractive valuations. The following summary from Yahoo! Finance, whose numbers aren't always accurate, compares Facebook to Google.
Tags: Facebook (FB)