In these posts I list articles and ideas from the most insightful investors I know.

 

Cisco blamed a quarterly fall in sales on customer concerns because of NSA surveillance – another example of difficult to foresee impacts on your investments (Financial Times)

In Germany bankers are personally liable if they blow up a bank. (FAZ in German use Google translate – HT Kim Asger Olsen)

A research report of Warren Buffett’s lifelong love affair with GEICO
GEICO – The “Growth Company” That Made the “Value Investing” Careers of Both Benjamin Graham and Warren Buffett (GuruFocus)

 

 

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