Weekend thoughts w/e 042608

The future of food I watched the movie (documentary) The Future of Food in the weekend, via the NetFlix “instance play” feature. This 2004 documentary is about the genetic engineered seeds, and its effect on farmers and our daily food. I remember a few years ago there was a lot talk about genetic modified food, […]

My accounting homework on MON and SYT

The following was done a while ago. Why I have not followed it in last two years, and missed this great agri boom? Because I followed all the hypes: Home Inns, Heelys and Crocs 🙁 ========== Dec. 14, 2005 Dear Mr. John, Both Monsanto and Sygentia are leaders in the agriculture business. Their financial fundamentals […]

Why Buffett is not another money manager

Buffett released his annual letter to shareholder last Friday, which I will discuss in next few days. First let me lay out my 5 year observations about Buffett and many other money managers. 1) Buffett will tell you his stock Berkshire Hathaway (BRK.A and BRK.B) is expensive all the time (don’t buy it); while money […]

Sillicon valley stocks and St. Louis stocks

Tech for Silicon valley and agriculture for St. Louis. Silicon Valley Stocks We went to Sillicon valley for the holidays and obviously, stock is one common topic in family reunion and friends gathering. Note stock options makes up a significant portion of employee’s compensations for some of the technology companies there. I happened to read […]