Liberty

Thanks for another thought-provoking comment, Bonechip!

Looks like you had lots of fun. Kudos to the organizers and to Fairfax!

http://www.thestar.com/business/companies/rim/article/977793--playbook-shakes-off-bad-press Not sure I believe those numbers, so take it with a grain of salt.

http://dealbook.nytimes.com/2011/04/19/buffett-and-sokol-sued-over-trading-in-lubrizol-shares/

Working now. Not sure what the problem was..

Thanks for posting the transcript, Bathtime. Very interesting. "These assets we were able to acquire and secure for $1.2 million. A lot of people thought we were crazy and probably spent too much. However, their replaceable insurance cost is $851 million. These assets are more than 95 per cent ideally suited for our new product, dissolving pulp. As we turn this project around and convert to dissolving pulp, we are able to take these $1.2 million assets that were heavily underutilized by the previous owner, and, once we are fully converted to dissolving pulp, even at the initial stages, given the current or spot price of dissolving pulp, the mill will generate just over $200 million in profit."

I get an error page ???

BRK.B under $80. Getting tempting!

Thanks Bonechip. Do you have info about labor relations at the various plants? That's one thing that concerns me and that I haven't really seen mentioned anywhere.

You've made me take a second look at FTP, Bonechip. What's your take on IV and stock valuation right now? Stock went down pretty significantly lately. Buying opp?

That's one of my picks. I also think Robin Raina of EBIX has been doing an impressive job.

Gannon posted a review of it: http://www.gurufocus.com/news/128995/book-review-the-big-secret-for-the-small-investor

The more I learn about China, the more I think it's going to end badly.. Problem is, how long can it last? Who knows...

Part of the dynamic, IMO, is that Google would like the internet to be the platform (open standards like HTML, accessible from any device) and Apple would like the hardware itself to be the platform (local apps that only run on iOS, etc). This isn't a perfect dichotomy, as Android also has an app ecosystem (though more open) and of course iOS also has access to the internet, but I still feel that both sides are pulling in different directions, and that a big motivation for Google to release Android in the first place was to keep those open standards as viable and vibrant as possible.

Don't apologize, this was very interesting. Thanks for posting!

How old are Cumming and Steinberg?

http://www.financialpost.com/personal-finance/mortgages/Pricey+property+surge+drives+average/4621592/story.html

Hi Rolf, I know it's an older comment, but I was wondering if you ever finished your evaluation and if you could share it with us? Thanks.

Value investors are too cheap to spend money on good microphones ;)

RIM certainly isn't the smoothest when it comes to PR.. http://www.washingtonpost.com/blogs/faster-forward/post/rim-ceo-ends-interview-in-latest-communication-breakdown/2011/04/13/AFbr8PXD_blog.html

Not a prob Parsad, as long as it's available one way or another I'll be happy. What would be sad is if it was just available to the lucky few at the AGM and not to anybody else..

thanks Liberty, I found that very interesting. If you liked it, make sure to watch the video lecture that is referred to in the article, and if you want even more, read 'Good Calories, Bad Calories' by Gary Taubes, the author of that piece. Cheers!

http://www.nytimes.com/2011/04/17/magazine/mag-17Sugar-t.html

Nice article. We should invite that guy to join this forum :)

That would be great! But if it's too much trouble logistically, I'm sure us FFH fans who can't make the annual meeting would love an electronic PDF version.