Aquamarine Capital Management Diary
Aquamarine Fund
Diary
Diary

December 12, 2011

My most recent update email

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Dear Friend.,


We hope that you are doing well:  Please find below Aquamarine's most recent reports.
                    
                    




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July 31, 2009

Interview with John Mihaljevic

My interview with John Mihaljevic, the Managing Editor of The Manual of Ideas

Read the interview

July 14, 2009

Navigating between Fear and Greed Using Checklists


Notes on Guy Spier’s presentation Navigating Between Fear & Greed Using Checklists given at the Value Investing Seminar in Italy on July 14, 2009 were posted on the Manual of Ideas web site.

Slides from Guy’s presentation can be seen here

June 25, 2009

Reaction - A Conversation with Warren Buffett

Video of my conversation with Betty Liu of Bloomberg outside Smith and Wollensky.



Ever since I joined Toastmasters, my ability to speak in front of various different kinds of audience has gotten a lot better.  In particular, I joined Pacers toastmasters, which meets twice a month at the Sony Building in mid-Town.



Reaction - A Conversation With Warren Buffet - Bloomberg

June 21, 2009

Penal tour de France



You gotta love the French.  And, after all, why not if it is effective in rehabilitating the prisoners.