Boring Portfolio Boring Portfolio
2000 Archives

2000, 1999, 1998, 1997, 1996

November

  • 11/06/00 - Boring Portfolio to Be Discontinued
  • 11/06/00 - Goodbye Apple and American Power Conversion

October

  • 10/30/00 - American Power Conversion's Ugly Earnings
  • 10/23/00 - Cisco's Formidable Challenge
  • 10/16/00 - Cisco, Apple, and Probabilities
  • 10/09/00 - Perils and Prospects in Tech
  • 10/02/00 - Learn From Mistakes

September

August

  • 08/28/00 - Berkshire Hathaway's Improving Results
  • 08/21/00 - Gateway Still a Notch Below Dell
  • 08/15/00 - Headline Not Avaliable
  • 08/14/00 - Learn From Investment Mistakes
  • 08/07/00 - Selling Losers: Right or Wrong?

July

June

  • 06/26/00 - Harris Teeter Make the Shopping List?
  • 06/19/00 - Ross Stores: The Rodney Dangerfield of Stocks
  • 06/12/00 - Valuation Matters
  • 06/05/00 - Consequences of the Internet for Investors

May

  • 05/22/00 - The Danger of Investor Overconfidence
  • 05/15/00 - Charlie Munger Speaks
  • 05/08/00 - Berkshire's Meeting and the Movie
  • 05/01/00 - Notes From the Berkshire Hathaway Annual Meeting

April

March

  • 03/27/00 - A Look at Berkshire's MidAmerican Energy Acquisition
  • 03/20/00 - Warren Buffett's Capital Allocation
  • 03/13/00 - Bovine Gigs and the Buffett Lines
  • 03/06/00 - Why Won't Buffett Invest in Tech Stocks?

February

  • 02/28/00 - Sustainable Competitive Advantage
  • 02/22/00 - American Power Conversion's Valuation
  • 02/14/00 - The Last Bull on Berkshire?
  • 02/07/00 - Valuation Matters

January

  • 01/31/00 - American Power Conversion's Blowout Quarter
  • 01/24/00 - How to Beat the Market
  • 01/18/00 - How to Beat the Market
  • 01/10/00 - Further Discussion on the Arrogance of Stock Picking
  • 01/03/00 - The Arrogance of Stock Picking