Epstein Secrets

t better in the second half of the quarter and we are optimistic about the trends." That doesn't mean crap to me unless a "fix" was made, and in Buffet's case it never happened. You can't let short term nonsense jerk you out of a long term trade that should probably work. I think under the curre

go find good mentors." If you go back and study the great investors throughout history—the Medicis, the Morgans, the Rothschilds, and recently Buffett—these great investors with terrific records share a common trait: they were always in a position to be liquidity providers. Each was willing to

lan and be you. Win, lose. or draw, do it on your own terms. For better or worse, there is only one David Einhorn, Mike Krensavage. Jeff Ubben, Warren Buffett, Jim Chanos. Roland Keiper. Stan Druckenmiller. Be your own person because otherwise it just all gets diluted and you can't beat the market or d

ell foam mattresses. TPX is a commodity business. They sell foam and now everyone can sell foam. You can buy foam in a box. You can buy foam at Costco. You can buy it (Continued on page 41) EFTA00301005 Page 42 Marc C oho des everywhere. There's nothing magic about what they do. The bed indu

hael Porter has not done that. Of course, he may not have been trying to do so. Mother great example is Ben Graham. He provided the bedrock that Warren Buffett built his brain on. but if you really think about it, Buffett was and is a much better investor. And lastly. regarding Munger, in my opinion his

got extremely interested in investing. Before my first year core classes, I had never really known about accounting. I had barely even heard of Warren Buffett and so I came to the whole thing fresh. After Joel's class. I just began to consume everything I could. Was there a time in Security Analysis wh

age 4 +Columbia Business School The Heilbrunn Center for Graham & Dodd Investing GABELLI FUNDS SAVE THE DATE FORTHE 7th ANNUAL "From Graham to Buffett and Beyond" Dinner Friday,April 29, 2016 6 . to 9 . The Omaha Hilton 1001 Cass Street • Omaha, Nebraska Tickets will go on sale in March at

biggest mistake in that period was passing on the extremely good businesses we always knew want to buy whenever the market tanked. We looked at Costco (COST) and Google and other great companies and we passed. You own Google now though. correct? JG: We do. We have owned (Concaved on page 2?)

RVrM> Lockheed Martin set to cut more jobs FT<http://www.ft.com/intl/cms/s/0/39bdbfa4- 865a-11e0-9d5c-00144feabdc0.html4axzzlN6KCxTSJ> Key role for Buffett over Energy Future Holdings fate FT<http://www.ft.com/intl/cms/s/0/74bc1ba2-6630-11e0-9e2c-00144feabdc0.htmlfaxzzlNMDPivFB> Giant mainland operator

e Goods @ 8:30am, House Price Index @ 10am*** * AIG prices 300M shares @ $29 (Treasury sold 200M shares vs $28.72 average cost - stake now 77%) * Costco Q3 profit rises as company expands in Mexico but eps misses estimates (Q3 comps +12.0%) * Toll Brothers Q1 loss wider than estimated (some clients