Muhlenkamp - Companies with 8-10% FCF

Fighting the Last War

Peter Lynch

Nassim Taleb: "We Made $ 20 Billion For Our Clients"

The "Drive By" Market

10% FCF Yield

High-Speed Trading & Quality Large Caps

Earnings Yield

Creativity Crisis?

Buffett: Indebted to Academics

Diageo's Liquid Assets Plug Pension Deficit

Berkshire Hathaway 2nd Quarter 2010 13F-HR

Johnson & Johnson Debt at Record Low Rates

Tuning Out the Consensus

Michael Porter: U.S. Needs Increased Domestic Investment

Buffett: Net Buyer of Equities in 2Q 2010

Quality Stocks: Ping Pong Balls Under Water

Berkshire Hathaway's 2Q Results

Hansen's 2Q Results

American Express and the Downgrade/Upgrade Cycle

Weitz: Undervalued Large Caps

Diageo's Global Brands

The "Double-Dip" Debate

The Wells Advantage

Coca-Cola's CEO: "North America will be a growth market"

Buffett: The Test of Managerial Performance - Berkshire Shareholder Letter Highlights