The brothers Jens talk finance, economics, and the like.
Sites of Note
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Bureau of Labor Statistics
Bloomberg data
Louis Rukeyser
Company News and Research
Yahoo Finance
MSN stock research
Quicken
Blogs
Marginal Revolution
The Knowledge Problem
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Dollars and Jens
Saturday, March 06, 2004
Buffett's Letter to Shareholders
If you don't care about Berkshire's operations -- or Buffett's comments on the industries in which the operating companies operate -- just read his comments on the dollar (starting with the first full paragraph of the 20th page, which is numbered 21), and on corporate governance and the mutual fund industry (starting toward the bottom of the sixth page, numbered 7).
I'll probably make some comments on mutual funds later. The letter -- available only in PDF format -- is here.
- posted by Steven @ 2:13 PM
