A case study of Warren Buffett and Charlie Munger’s investment in and management of Blue Chip Stamps. Includes:
- Letters 1978-1982 (final letter before merger with Berkshire)
- Financials (https://docs.google.com/spreadsheets/d/1M_pui2-0EDdvo4ndIVbBJ-UrwpCQ9gpuo1dkP2WWWYo/edit?usp=sharing)
If you find any errors or have any other contributions, make a pull request or contact me through the Twitter handle @maxolson.
PS: On the road, but I haven’t forgotten about Yamana. I wouldn’t buy above $8.00.
If gold is down because the market thinks the Fed will raise rates and end QE, then those assumptions are based on fantasy. HOW can the FED EVER stop QE without the house of cards collapsing? What does history say: http://www.zealllc.com/2014/goldrrf.htm
Here is the Argentina Peso in free-fall:
HAVE A GREAT WEEKEND!