When the Tiger Speaks, You Should Listen
Julian Robertson interview where he mentions liking V, MA, and AAPL (disclosure: we own all three). If you have been following the Tiger Cubs...
Endowment Returns, & A Paper About My Paper
A research paper about my paper. Cool! I haven't had the chance to read it yet...
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Draw your own conclusions on endowment performance last year,...
DAL to LA to SF (short) LinkFest
Traveling to San Francisco for a week starting Friday, drop me a line if you're around...
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A nice list of bubble books, and I can...
Harvard and Yale 2009 Returns
There has been a lot of coverage in the media on the Harvard and Yale endowment returns for 2009 (Bloomberg, WSJ, Barron's, NYTimes, Dealbook,...
Labor Day Links
Lots of these are non-investment related...and it took a little longer to post than normal. The good news is the cast comes off soon...