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Grahamites

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  • lawrencemconnel 2015-02-09 14:37
    Hi..just read a great article about Grantham and Marks on the drop in oil..I have not read a better article lately, but the way your site is set up I could not find a reference to the author of the article. I'm new to the site, and if I had insights like that, I would sign it..Thanks
  • cgcoss 2014-12-04 19:53
    hi Grahamites! Thank you for your post titled Naked Short Put Options - Warren Buffett's Little Secret. i had a quick question: what is your source for Buffett selling Coca Cola options? I am unable to find anything on that. again thanks for the great post!
  • aapete 2014-06-23 23:35
    Why promote a chinese stock  are you a fraud?

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All Grahamites's Activities

  • Grahamites commented on Grahamites's article 1 hr ago
    Drilling Down to the Bottom of the Bottom – Part II
    In my previous article, I stated that in order for us to truly appreciate the value drivers of a business, we may have to “drill down one layer...
    View all 2 comments
    Grahamites 07-07 20:03
    • Science - Thanks for the nice words and feedback. I'm still at the very early stage of analyzing AXP and it does take a lot of time to drill down to the bottom layer and roll them up on each segment's both revenue and expense side. Will see if I can get to the finish line:) Thanks for the encouragement. 
  • Grahamites posts: 07-06 11:03
    Drilling Down to the Bottom of the Bottom – Part II
    In my previous article, I stated that in order for us to truly appreciate the value drivers of a business, we may have to “drill down one layer after another layer until you get to the fundamental drivers of the business. You start by...
    Comment
  • Grahamites commented on Grahamites's article 07-03 16:29
    Profound Lessons From Ray Dalio
    Ray Dalio (Trades, Portfolio) is one of the most successful hedge fund managers in the world. While it may be safe to say that readers on this forum...
    View all 8 comments
    Grahamites 07-03 17:29
    • Waup7707 - I know people who have worked at Bridgewater or have interviewed there. I can tell that it is a very different culture. You can check out the reviews on glassdoor.com. Some say Ray Dalio (Trades, Portfolio) brainwashes his employees and some say he just instills the principles strictly into the operation. I think Pershing Square is the same way. It's not easy to do but if you work at getting the truth fanatically, you get wonderful results. Of course the reverse is also true, as you have pointed out. Thanks for commenting. 
  • Grahamites commented on Grahamites's article 07-03 16:24
    Profound Lessons From Ray Dalio
    Ray Dalio (Trades, Portfolio) is one of the most successful hedge fund managers in the world. While it may be safe to say that readers on this forum...
    View all 7 comments
    Grahamites 07-03 17:24
    • Tom - I think if we throw in consistency and committment bias, over confidence, social proof, liking, and incentive based biases, it's no wonder why people hate mistakes so much. I struggle with that myself too. I hate to be wrong but I've been proven wrong many many times. So it's refreshing for me to read Dalio's take on mistakes as well. I don't follow him either but I personally have found the e-books he wrote on principles great read. Thanks for commenting. 
  • Grahamites commented on Grahamites's article 07-02 20:12
    Profound Lessons From Ray Dalio
    Ray Dalio (Trades, Portfolio) is one of the most successful hedge fund managers in the world. While it may be safe to say that readers on this forum...
    View all 4 comments
    Grahamites 07-02 21:12
    • Asawhneyy: As I stated in my article, the purpose is not necessarily to learn something new, but to reflect upon ourselves and start implementing some of the principles immediately. There's a difference between knowing and practicing. We all know what Buffett and Munger said, but it's good to remind ourselves and actually start implementing. Thanks for your comments. 
  • Grahamites commented on Grahamites's article 07-02 16:27
    Profound Lessons From Ray Dalio
    Ray Dalio (Trades, Portfolio) is one of the most successful hedge fund managers in the world. While it may be safe to say that readers on this forum...
    View all 2 comments
    Grahamites 07-02 17:27
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