Friday, March 12, 2010

A Buffett Analysis

March 2010 - A 'write-up' / analysis by S. Raj Rajagopal is related to my earlier posts about Buffett here and here. I posted these 2 notes in Novemeber 2009 and December 2009 respectively. Ain't I great?

And there is 1 mistake in his analysis, slide 12, when he compares the spike in volumes to irrational investor behavior; the spike is simply a result of the split which has not yet been adjusted for by the tool that he has used and the fact that it was to be added to the S&P 500, therefore would be traded by a lot of funds.

The other issue I have with this guy is that he is too opinionated, to the extent that his analysis is more emotional than logical. Have a look, and you will understand what I mean.

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