tag:blogger.com,1999:blog-6798074091942701235.post4995626990640217971..comments2024-03-27T11:08:31.557-04:00Comments on Can Turtles Fly?: This Is Why Warren Buffett Is The Best Investor Of All TimeSivaram Vhttp://www.blogger.com/profile/06361276466660862882noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6798074091942701235.post-42695690380224833242008-08-05T10:26:00.000-04:002008-08-05T10:26:00.000-04:00Thanks for the Japanese mention, hpmst3.I did run ...Thanks for the Japanese mention, hpmst3.<BR/><BR/>I did run across SPARX before but I have no idea if the manager is a value investor or not (I only know a little from an article I read a while ago.) I'm still hesitant about Japan because of poor corporate governance. Even if a company is undervalued it may stay that way for a long time.<BR/><BR/>These days I'm getting more attracted to large-caps (these tend to have been corporate governance.) A lot of the Japanese industrial companies, which are cyclical, are being sold off due to a slowing economies. For example if a company like Toyota drops below book value (it's at 1.2x book value right now) then that would be much safer than the ultra-cheap small-caps. Anyway, just something I'm thinking of.Sivaram Vhttps://www.blogger.com/profile/06361276466660862882noreply@blogger.comtag:blogger.com,1999:blog-6798074091942701235.post-26786069394546876472008-08-05T00:03:00.000-04:002008-08-05T00:03:00.000-04:00Thanks Sivaram. There was an article in Barron's ...Thanks Sivaram. <BR/><BR/>There was an article in Barron's about Japanese small caps and the fund manager from Sparx asset management. Apparently the founder of Sparx, Abe is a value investor. I know that you have an interest in Japanese companies, and I thought that you might be interested. <BR/><BR/>hpmst3Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6798074091942701235.post-47261254435113058072008-08-02T12:57:00.000-04:002008-08-02T12:57:00.000-04:00You can't get a chart for GEICO since it was taken...You can't get a chart for GEICO since it was taken private. I'm basing what I said on what Warren Buffett said (I have to track down when he said it but he did say that Geico was his best investment of all time)...<BR/><BR/>As for long term charts, bigcharts.com is the best one I could find.Sivaram Vhttps://www.blogger.com/profile/06361276466660862882noreply@blogger.comtag:blogger.com,1999:blog-6798074091942701235.post-60943064877994476732008-08-02T12:25:00.000-04:002008-08-02T12:25:00.000-04:00Just curious, how do you know that geico was the b...Just curious, how do you know that geico was the best investment over time? Are you getting this information from bigcharts.com. I have been looking around for a place to find long-term performance of companies over decades. <BR/><BR/>hpmst3Anonymousnoreply@blogger.com