Monday, August 01, 2005

Google, More Shareholder Letters, and Payday Lending...

I try to shy away from most Google discussions. Yes, it's a good service. And the company may even stick around for a while. But anyone that tries to persuade me that declaring a stock split will drive value for owners, is mistaken. Now I can at least point to an article on it. It's available here.

Also, for those of you that enjoy Warren's letters, here's a link to Leucadia National's Shareholder Letters.... and Marty Whitman at Third Avenue Funds recently made the second quarter letter available.

Finally, a good article on Wells Fargo, it's CEO, and on the highly profitable payday-lending business.

persson graces us with his presence. what a pleasure.... :)
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