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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