The Inoculated Investor

“Warren Buffett once wrote that value investing is like an inoculation--it either takes or it doesn’t--and when you explain to somebody what it is and how it works and why it works and show them the returns, either they get it or they don’t.” -Seth Klarman of the Baupost Group

Thursday, February 23, 2012

The Inoculated Investor’s Permanent New Home

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Dear Readers, The time has finally come to move on. While Blogspot has been quite good to me over the last few years, The Inoculated...
Friday, February 3, 2012

Free Investment Conference at UCLA Anderson

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UCLA Anderson's inaugural investment management conference is next Friday, February 10th. If anyone would like to attend, the ticket...
Tuesday, November 15, 2011

Occupy Yahoo

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Readers, Cove Street Capital's latest strategy letter is now available on the firm's website. I highly recommend checking out th...
Saturday, November 5, 2011

Earnings Per Share Myopia

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My newest piece, entitled Earnings Per Share Myopia, is now exclusively available on Cove Street Capital's blog site. You can access the...
Tuesday, October 25, 2011

The Inoculated Investor is Moving!

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Dear Readers, After about two and half years using Blogger as the primary medium for sharing my thoughts, notes and links, The Inocula...
Tuesday, August 23, 2011

Exclusive Notes from a BB&T 1-on-1 Conference

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(Disclaimer: The opinions included in the following posting belong to me and do not necessarily reflect those of Cove Street Capital “CSC” o...
Thursday, July 28, 2011

2011 South Central Scholars Charity Idea Dinner

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(Disclaimer: The opinions included in the following posting belong to me and do not necessarily reflect those of Cove Street Capital “CSC” o...
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