tag:blogger.com,1999:blog-1099403008521058632Mon, 07 Oct 2024 06:08:33 +0000Berkshire HathawayCharlie MungerMohnish PabraiNicholas FinancialWarren BuffettYellow BRK'er PartyFreightcar AmericaBYDConveraFootstarAmerican EagleClear Choice Health PlansHorsehead HoldingsK-SwissLi LuPinnacle AirlinesRichard PzenaSeth KlarmanWescoArbitrageBlack SwanBoss HoldingsCogoFirst Industrial Realty TrustIntroductionPiotroskiPsychologySam ZellT. Boone PickensTribuneWatch Listtender offer“An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative.” - Benjamin Grahamhttp://www.alexbossert.com/noreply@blogger.com (Alex Bossert)Blogger80125tag:blogger.com,1999:blog-1099403008521058632.post-5655165968464181416Sun, 03 Mar 2019 23:55:00 +00002019-03-03T18:07:41.023-06:00<span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">You are invited to an event I plan every year during the Berkshire Hathaway Annual Meeting weekend.</span></span><br style="background-color: white; color: #222222;" /><span style="background-color: white; color: #222222;"><br /><span style="line-height: 18.48px;"><b>2019 Yellow BRKers details:</b></span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />Friday May 3rd from 4 PM to 7 PM</span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />Embassy Suites Omaha - Downtown/ Old Market</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">555 South 10th Street</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">Omaha, NE 68102</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;"><br /></span></span></span> <span style="color: #222222; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white;">If you plan to attend, make sure to RSVP by following the link below.&nbsp;</span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;"><br /></span></span></span> <br /> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">For more details and to read the story behind the Yellow BRKers party:&nbsp;<u><a href="http://www.yellowbrkers.com/" style="color: #888888;">www.yellowbrkers.com</a></u></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">I hope to see many of you there!&nbsp;</span></div> http://www.alexbossert.com/2019/03/invitation-to-2019-yellow-brkers-party.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-7402997929145897056Fri, 30 Mar 2018 20:20:00 +00002018-03-30T15:20:53.341-05:00<span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">You are invited to an event I plan every year during the Berkshire Hathaway Annual Meeting weekend.</span></span><br style="background-color: white; color: #222222;" /><span style="background-color: white; color: #222222;"><br />The Yellow BRKers will be held Friday, May 4th, 2018 at the Embassy Suites Omaha, starting at 4:00 pm and you can linger until 7:00 pm.</span><br style="background-color: white; color: #222222;" /><span style="background-color: white; color: #222222;"><br /><span style="line-height: 18.48px;"><b>Yellow BRKers 2018 details:</b><br /><br />Please note the different location this year.</span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />Friday May 4th from 4PM to 7PM</span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />Embassy Suites Omaha - Downtown/ Old Market</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">555 South 10th Street</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">Omaha, NE 68102</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;"><br /></span></span></span> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">To read the story behind the Yellow BRKers party and to RSVP:&nbsp;<u><a href="http://www.yellowbrkers.com/" style="color: #888888; text-decoration-line: none;">www.yellowbrkers.com</a></u></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">I look forward to seeing many of you again this year!&nbsp;</span></div> http://www.alexbossert.com/2018/03/invitation-to-2018-yellow-brkers-party.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4384739484520080189Fri, 12 Jan 2018 20:14:00 +00002018-01-14T10:24:33.082-06:00<span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">I enjoyed presenting today at the Best Ideas 2018 Summit hosted by MOI Global. The topic of my presentation was Cambria Automobiles.&nbsp;</span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Generally, I do not discuss my ideas publicly to protect my intellectual property and for a variety of other reasons. I made a rare exception with my discussion of Cambria.&nbsp;</span><br /> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The title of my talk was:&nbsp;<span style="background-color: white; color: #252525; letter-spacing: -0.01em; text-align: center;"><a href="https://moiglobal.com/cambria-automobiles-201801/" target="_blank">Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator</a></span></span><br /> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">View my presentation on Youtube:&nbsp;<a href="https://www.youtube.com/watch?v=j-EGG07KRPA" target="_blank">Cambria Automobiles Presentation at Best Ideas 2018</a></span><br /> <br /></div> </div> <div> <span style="background-color: white; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Along with the presentation, I prepared a write-up that I will be including in my annual letter to Bossert Capital investors.&nbsp;</span></div> http://www.alexbossert.com/2018/01/my-presentation-at-best-ideas-2018.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-2638077013469694150Fri, 05 Jan 2018 20:53:00 +00002018-01-06T10:52:59.295-06:00<span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">I was quoted in a very well done Wall Street Journal article written by my friend Nicole Friedman on Boston Omaha Corp:&nbsp;</span><br /> <br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Link: <a href="https://www.wsj.com/articles/a-buffett-run-firm-is-on-a-roll-but-warren-has-nothing-to-do-with-it-1513938601" target="_blank">A Buffett-Run Firm Is on a Roll, but Warren Has Nothing to Do With It</a></span><br /> <br /> <h1 class="wsj-article-headline" itemprop="headline" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 0px; color: #333333; line-height: 1.2em; margin: 0px 0px 4px; outline: 0px; padding: 0px; vertical-align: baseline;"> </h1> http://www.alexbossert.com/2018/01/a-buffett-run-firm-is-on-roll-but.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-1217624099046887123Mon, 03 Jul 2017 02:03:00 +00002017-07-02T21:03:33.419-05:00<div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Below is a compilation of the most interesting reading I've come across in the past few months:</span></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">2017 Berkshire Hathaway Annual Meeting:</span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">2017 Berkshire Hathaway Annual Meeting transcript:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.slowappreciation.com/blog/2017/5/29/2017-berkshire-hathaway-shareholders-meeting-transcript" style="color: #1155cc;" target="_blank">Slow Appreciation&nbsp;</a>,&nbsp;</span><a href="http://minesafetydisclosures.com/blog/2017/5/29/2017-berkshire-hathaway-shareholders-meeting-transcript" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;">Mine Safety Diclosures Blog&nbsp;</a></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Watch the replay of the Berkshire Annual meeting:&nbsp;</span><a href="https://finance.yahoo.com/brklivestream/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;">Yahoo Finance&nbsp;</a></div> <div style="color: #222222;"> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">WSJ coverage of the Berkshire Annual Meeting:&nbsp;<a href="http://www.wsj.com/livecoverage/berkshire-hathaway-2017-annual-meeting-analysis" style="color: #1155cc;">WSJ&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Interview with Warren Buffett, Ted Comes and Todd Weschler:&nbsp;<a href="https://finance.yahoo.com/news/warren-buffetts-money-managers-todd-combs-ted-weschler-speak-142643892.html" style="color: #1155cc;">Yahoo Finance</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Full Transcript: Warren Buffett, Bill Gates, Charlie Munger with Becky Quick on Squawk Box:&nbsp;<a href="http://www.cnbc.com/2017/05/09/full-transcript-billionaire-investor-warren-buffett-speaks-with-cnbc-percent-u2019s-becky-quick-on-percent-u201csquawk-box-percent-u201d.html" style="color: #1155cc;">CNBC</a></span></div> </div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett, Bill Gates and Charlie Munger on CNBC:&nbsp;</span></div> <div style="color: #222222;"> <span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <a href="http://www.cnbc.com/video/2017/05/08/buffett-i-should-have-had-better-insight-into-google.html"><span style="color: blue;">Buffett: I should have had better insight into Google</span></a><br /><a href="http://www.cnbc.com/video/2017/05/08/buffett-if-i-had-to-short-or-buy-google-id-buy-it.html"><span style="color: blue;">Buffett: If I had to short or buy Google, I'd buy it</span></a>&nbsp;</div> <div> <a href="http://www.cnbc.com/video/2017/05/08/buffett-little-price-sensitivity-for-apple.html"><span style="color: blue;">Buffett: Little price sensitivity for Apple</span></a></div> <div> <div style="text-align: justify;"> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616599" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: There are a lot of possibilities with IBM's Watson</span></a></div> <a href="http://www.cnbc.com/video/2017/05/08/buffett-ive-got-the-cure-for-ai-.html"><span style="color: blue;">Buffett: I've got the cure for AI...</span></a><br /><div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616602" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: I don't put too much weight in any given election</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616603" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: I've never made a trade based on GDP</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616604" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: Natural gas prices help railroads</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616605" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: Housing improving but not booming</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616606" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: Credit card sales tell a lot about the consumer</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616607" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: 3G has followed the standard capitalist formula</span></a></div> <div> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616608" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: Productivity is the 'guts' of capitalism</span></a></div> </div> <div style="text-align: justify;"> <a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616610" target="_blank"><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett: United made a mistake in initial response</span></a></div> <span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616611" style="color: blue;" target="_blank">Buffett: Airline passengers are very price conscious</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616614" style="color: blue;" target="_blank">Buffett: Wells Fargo obviously incentivized the wrong thing</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616612" style="color: blue;" target="_blank">Buffett: High load factor and airlines</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616616" style="color: blue;" target="_blank">Buffett: If you pay big prices for something, you're counting on earnings</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616617" style="color: blue;" target="_blank">Buffett: 5 highest value companies don't take capital</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616618" style="color: blue;" target="_blank">Buffett: Jeff Bezos was brilliant</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616619" style="color: blue;" target="_blank">Buffett: Stocks a bargain if you think rates stay low</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616620" style="color: blue;" target="_blank">Charlie Munger: We should have single-payer medicine</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616621" style="color: blue;" target="_blank">Charlie Munger: There's a lot to be said for health care for all</a><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616623" style="color: blue;" target="_blank"><br /></a><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616623" style="color: blue;" target="_blank">Buffett: Health-care bill huge tax cut for the rich</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616624" style="color: blue;" target="_blank">Fixing America's health-care system</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616626" style="color: blue;" target="_blank">Buffett: I'm very suspicious of dynamic scoring</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616627" style="color: blue;" target="_blank">Bill Gates: State Department helps us 'perform miracles'</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616628" style="color: blue;" target="_blank">Bill Gates: You need health care, education and opportunity to escape poverty trap</a><br /><a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://video.cnbc.com/gallery/?video=3000616630" style="color: blue;" target="_blank">Charlie Munger: Lot of idiotic deals in venture capital</a></span><a href="http://www.cnbc.com/video/2017/05/08/charlie-munger-every-failure-stings.html"><span style="color: blue;">Charlie Munger: Every failure stings</span></a><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="color: blue;"><br /></span></span><a href="http://www.cnbc.com/video/2017/05/08/buffett-i-dont-make-investment-decisions-based-on-whos-president.html"><span style="color: blue;">Buffett: I don't make investment decisions based on who's president</span></a><span style="color: blue; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="color: blue;"><br /></span></span><a href="http://www.cnbc.com/video/2017/05/08/buffett-unlimited-resources-of-our-friendship.html"><span style="color: blue;">Buffett: 'Unlimited' resources of our friendship</span></a></div> </div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai:&nbsp;</span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai on a better alternative to indexing:&nbsp;<a class="gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-m_-5490301919415334338gmail-m_-159200821360492675gmail-m_828194889981823687gmail-m_-3006565712064956643gmail-m_2045760693112396279gmail-m_-9207830346787267866gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-m_-5490301919415334338gmail-m_-159200821360492675gmail-m_828194889981823687gmail-m_-3006565712064956643gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-m_-5490301919415334338gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-m_-5490301919415334338gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-m_-5490301919415334338js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-m_-2806756963086454660gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-m_-5885073823000792943gmail-m_-2791831243538918612gmail-m_-7347532768755756257gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-m_8506192302012292415gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602gmail-js-evernote-checked gmail-m_8011394938573936427gmail-m_-8354711956112179809gmail-m_-4628730644816430602js-evernote-checked gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="https://www.youtube.com/watch?v=ByP5idkNpmo&amp;feature=youtu.be" style="color: #1155cc;" target="_blank">Youtube</a><b><br /></b></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai says General Motors should scrap its dividend:&nbsp;<a href="http://www.cnbc.com/2017/04/17/buffett-follower-pabrai-says-general-motors-should-scrap-its-dividend.html" style="color: #1155cc;">CNBC</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Lampert's Seritage strategy could lead to long term gains:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.barrons.com/articles/lamperts-seritage-strategy-could-lead-to-long-term-gains-1492836691" style="color: #1155cc;" target="_blank">Barron's&nbsp;</a><b><br /></b></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai: "Intensive Stock Research Can Be Injurious to Financial Health":&nbsp;<a href="https://youtu.be/kNAuELYN5X4" style="color: #1155cc;">Talks at Google</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai on the Steve Pomeranz show:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.chaiwithpabrai.com/blog/great-investors-podcast-series-the-steve-pomeranz-show" style="color: #1155cc;" target="_blank">Chai With Pabrai</a></span></div> <div style="color: #222222;"> <br /></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Li Lu:&nbsp;</span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Li Lu's 2015 speech at Peking University:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/li-lu%27s-2015-speech-at-peking-u/msg293043/#msg293043" style="color: #1155cc;" target="_blank">Corner of Berkshire and Fairfax&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Li Lu introduction to Asian Equities:&nbsp;<a class="gmail-js-evernote-checked" href="http://seekingalpha.com/article/3980970-using-li-lu-introduction-asian-equities" style="color: #1155cc;" target="_blank">Seeking Alpha</a>&nbsp;</span></div> </div> <div style="color: #222222;"> <br /></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Charlie Munger:</span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Jorge Paulo Lemann at the Brazil Conference:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.nytimes.com/2017/04/10/business/dealbook/warren-buffett-jorge-paulo-lemann-brazil-conference.html?_r=0" style="color: #1155cc;" target="_blank">NY Times</a><b>&nbsp;</b></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">20 students meet with Warren Buffett:&nbsp;<a class="gmail-js-evernote-checked" href="http://jefftowson.com/2017/03/i-took-20-chinese-students-to-meet-warren-buffett-heres-what-happened-pt-2-of-4/" style="color: #1155cc;" target="_blank">Jeff Towson</a><b><br /></b></span></div> <div style="color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Of Permanent Value by Andrew Kilpatrick:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.amazon.com/Permanent-Value-Warren-Buffett-Worldwide/dp/1681840723/ref=cm_sw_em_r_dp_w_dc_uJo7yb35VZQQK_tt" style="color: #1155cc;" target="_blank">Amazon</a></span></div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">A Buffett Partnership investment - Commonwealth Trust:&nbsp;<a href="http://gregspeicher.com/?p=11" style="color: #1155cc;">Greg Speicher</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett's meeting with Peking University students:&nbsp;<a class="gmail-js-evernote-checked" href="http://jefftowson.com/2017/02/warren-buffetts-qa-with-peking-university-on-february-17-2017/" style="color: #1155cc;" target="_blank">Jeff Towson</a></span></div> <div style="color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Jorge Paulo Lemann at Harvard:&nbsp;<a class="gmail-js-evernote-checked" href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/5-highlights-of-warren-buffett-and-jorge-paulo-lemann-interview-at-harvard-business-school-april-2017/" style="color: #1155cc;" target="_blank">David Kass Blog</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Nitin Nohria Interviews Jorge Paulo Lemann and Warren Buffett:<span style="color: black;">&nbsp;<a href="https://www.youtube.com/watch?v=Co3GFCqQInw" style="color: #1155cc;">2017 Brazil Conference&nbsp;</a></span></span></div> </div> <div style="color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">A great discussion of the mental models that made Berkshire successful:&nbsp;<a href="https://dl.dropboxusercontent.com/u/28494399/Blog%20Links/Floats_and_Moats.pdf" style="color: #1155cc;">Float and Moats</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Todd Comes and Ted Weschler speak:&nbsp;<a class="gmail-js-evernote-checked" href="http://finance.yahoo.com/news/warren-buffetts-money-managers-todd-combs-ted-weschler-speak-142643892.html" style="color: #1155cc;" target="_blank">Yahoo Finance&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Why I lost my bet with Warren Buffett:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.bloomberg.com/view/articles/2017-05-03/why-i-lost-my-bet-with-warren-buffett" style="color: #1155cc;" target="_blank">Bloomberg&nbsp;</a></span></div> </div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Psychology of Human Misjudgment - Charlie Munger Full Speech:&nbsp;<a href="https://www.youtube.com/watch?v=pqzcCfUglws" style="color: #1155cc;">Youtube</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Munger says single payer system is the solution:&nbsp;<a href="https://finance.yahoo.com/news/charlie-munger-says-single-payer-healthcare-solution-225404021.html" style="color: #1155cc;">Yahoo Finance&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett's Scout inside Germany:&nbsp;<a href="https://www.wsj.com/articles/warren-buffetts-scout-inside-europes-biggest-economy-1497951001" style="color: #1155cc;">WSJ</a></span></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Other investors:&nbsp;</span></b></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;">Tad Montross Blog:&nbsp;</span><a class="gmail-m_8011394938573936427gmail-js-evernote-checked gmail-js-evernote-checked" href="http://www.genre.com/knowledge/blog/contributors/tad-montross.html?page=1&amp;contributorTabSearch=blogPosts" style="color: #1155cc;" target="_blank">General Re&nbsp;</a></span><br /> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">7 things I learned from lunch with Warren Buffett:&nbsp;<a href="https://www.linkedin.com/pulse/7-things-i-learned-from-lunch-warren-buffett-jeffrey-towson" style="color: #1155cc;">Jeffrey Towson&nbsp;</a></span></div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;">McLean: This was 'a betrayal' of Ackman's investing style:&nbsp;</span><a href="http://video.cnbc.com/gallery/?video=3000601238" style="color: #1155cc;">CNBC</a></span><br /> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Joel Greenblatt interview with Forbes:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.forbes.com/sites/antoinegara/2017/03/10/investing-legend-joel-greenblatt-on-the-trump-rally-and-why-apple-is-a-value-stock/#783692aa4298" style="color: #1155cc;" target="_blank">Forbes&nbsp;</a></span></div> <div style="color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Allan Mechan 2016 Letter:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.valuewalk.com/2017/03/allan-mecham-2016-letter/?all=1" style="color: #1155cc;" target="_blank">Value Walk&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Pershing Square 2016 Annual report:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.marketfolly.com/2017/03/pershing-squares-2016-annual-report-vrx.html" style="color: #1155cc;" target="_blank">Market Folly</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Fairfax Financial 2016 annual report:&nbsp;<a href="http://s1.q4cdn.com/579586326/files/doc_financials/2016/2016-Final-Shareholders-letter.pdf" style="color: #1155cc;">Report&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Joel Greenblatt: "The Little Book that Beats the Market": &nbsp;<a href="https://www.youtube.com/watch?v=bZfPJCAVQg0" style="color: #1155cc;">Talks at Google</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Chuck Akre: "The Peregrinations of an English Major Trying to Solve the Investment Puzzle":&nbsp;<a href="https://www.youtube.com/watch?v=O38I7QIc_eQ" style="color: #1155cc;">Youtube</a></span></div> </div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Other:&nbsp;</span></b></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">When we will see autonomous vehicles:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.benzinga.com/general/hedge-funds/17/03/9114779/when-will-we-see-fully-autonomous-vehicles-this-famous-hedge-fund-" style="color: #1155cc;" target="_blank">Benzinga&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Amazon wants to crush your store with it's technology&nbsp;<a class="gmail-js-evernote-checked" href="https://www.nytimes.com/2017/03/25/technology/amazon-wants-to-crush-your-store-with-its-technology-might.html?_r=1" style="color: #1155cc;" target="_blank">NYT</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jamie Dimon 2016 Letter:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.jpmorganchase.com/corporate/investor-relations/document/ar2016-ceolettershareholders.pdf" style="color: #1155cc;" target="_blank">JP Morgan Chase</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Get more done by working less:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.farnamstreetblog.com/2017/04/get-more-done-by-working-less/" style="color: #1155cc;" target="_blank">Farnam Street Blog&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Darwin was a slacker and you should be too:&nbsp;<a class="gmail-js-evernote-checked" href="http://nautil.us/issue/46/balance/darwin-was-a-slacker-and-you-should-be-too" style="color: #1155cc;" target="_blank">Nautil&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">A primer on artificial intelligence:&nbsp;<a href="https://medium.com/mmc-writes/the-fourth-industrial-revolution-a-primer-on-artificial-intelligence-ai-ff5e7fffcae1" style="color: #1155cc;">Medium</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Autonomous Vehicle Revolution:&nbsp;<a href="http://www.rationalwalk.com/?p=15935" style="color: #1155cc;">The Rational Walk</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Cars and second order consequences:&nbsp;<a href="http://ben-evans.com/benedictevans/2017/3/20/cars-and-second-order-consequences" style="color: #1155cc;">Ben Evans</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Arm yourself with books:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.farnamstreetblog.com/2017/04/arm-yourself-with-books/" style="color: #1155cc;" target="_blank">Farnam Street Blog&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Belichick's leadership rules:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.cnbc.com/2017/04/13/bill-belichick-leadership-rules.html" style="color: #1155cc;" target="_blank">CNBC&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bruce Flatt on US outlook:&nbsp;<a href="https://www.bloomberg.com/news/videos/2017-05-02/brookfield-s-flatt-excited-about-the-u-s-overall-video" style="color: #1155cc;">Bloomberg</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How Skilled Capital Allocators Compound Capital, with Will Thorndike:&nbsp;<a href="http://investorfieldguide.com/thorndike/" style="color: #1155cc;">Investor Field Guide</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Graham and Doddsville Spring Newsletter:&nbsp;<a href="https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2030_Spring%202017%20-%20v3.pdf" style="color: #1155cc;">Columbia</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Sohn Conference New York Notes:&nbsp;<a class="gmail-js-evernote-checked" href="http://www.marketfolly.com/2017/05/sohn-conference-new-york-notes-2017.html" style="color: #1155cc;" target="_blank">Market Folly&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Elon Musk TED Talk:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.ted.com/talks/elon_musk_the_future_we_re_building_and_boring" style="color: #1155cc;" target="_blank">TED&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Google CEO Sundar Pichai’s I/O 2017 keynote:&nbsp;<a href="https://www.youtube.com/watch?v=vWLcyFtni6U&amp;feature=youtu.be" style="color: #1155cc;">Youtube</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates summer reading list:&nbsp;<a class="gmail-js-evernote-checked" href="https://www.gatesnotes.com/About-Bill-Gates/Summer-Books-2017" style="color: #1155cc;" target="_blank">Gates Notes&nbsp;</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jack Ma: In the next 30 years people will work 4 hours a day:&nbsp;<a href="http://video.cnbc.com/gallery/?video=3000629483" style="color: #1155cc;">CNBC</a></span></div> <div style="color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Lei Zhang lecture at Columbia:&nbsp;<a href="http://www.marketfolly.com/2015/07/lei-zhangs-lecture-at-columbia-business.html?m=1" style="color: #1155cc;">Marketfolly&nbsp;</a></span></div> <div> <br /></div> http://www.alexbossert.com/2017/07/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-5685822576606945158Mon, 13 Mar 2017 20:21:00 +00002017-03-13T15:25:32.366-05:00<div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;">You are invited to an event I plan every year during the Berkshire Hathaway Annual Meeting weekend.</span></span><br style="background-color: white; color: #222222;" /><span style="background-color: white; color: #222222;"><br />The Yellow BRKers will be held Friday, May 5th, 2017 at the DoubleTree Hotel in Omaha, starting at 4:00 pm and you can linger until 7:00 pm.</span><br style="background-color: white; color: #222222;" /><span style="background-color: white; color: #222222;"><br /><span style="line-height: 18.48px;"><b>Yellow BRKers 2017 details:</b><br /><br />The 2017 event will be held at the same time and location as in prior years.</span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />Friday May 5th from 4PM to 7PM</span><br style="line-height: 18.48px;" /><span style="line-height: 18.48px;"><br />DoubleTree by Hilton Omaha Downtown<br />1616 Dodge Street<br />Omaha, NE 68102</span></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222;"><span style="line-height: 18.48px;"><br /></span></span></span> <br /> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">To read the story behind the Yellow BRKers party and to register in advance:&nbsp;<u><a href="http://www.yellowbrkers.com/" style="color: #888888; text-decoration: none;">www.yellowbrkers.com</a></u></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">I look forward to seeing many of you again this year!&nbsp;</span></div> </div> http://www.alexbossert.com/2017/03/invitation-to-2017-yellow-brkers-party.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-8637399156732629335Wed, 08 Mar 2017 01:50:00 +00002017-03-07T19:51:27.579-06:00<div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Below is a compilation of the most interesting reading I've come across in the past few months:<b><br /></b></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett:&nbsp;</span></b><br /> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett interview in Fortune:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://fortune.com/2016/12/05/warren-buffett-donald-trump-election/" style="color: #1155cc;" target="_blank">Fortune</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Tuck MBA students meet with Buffett:&nbsp;<a href="https://www.tuck.dartmouth.edu/mba/blog/the-sage-of-omaha-words-of-wisdom-from-warren-buffett" style="color: #1155cc;">Tuck&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Wanted: Help handing out Warren Buffett’s fortune:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.bostonglobe.com/business/2016/08/13/meet-doris-buffett-warren-sister-she-wants-your-help-spending-her-brother-billions/aEc47mXfoSeRkTgal5FgvK/story.html" style="color: #1155cc;" target="_blank">Boston Globe</a>Warren Buffett Just Quietly Bought Up Another German Company:&nbsp;<a href="http://fortune.com/2017/01/23/warren-buffett-acquisition-germany-schulz/" style="color: #1155cc;">Fortune</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett: Says US will do fine because we have the secret sauce:&nbsp;<a href="http://www.cnbc.com/2017/01/20/warren-buffett-says-the-us-will-do-fine-under-trump-because-weve-got-the-secret-sauce.html" style="color: #1155cc;" target="_blank">CNBC</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">‘Becoming Warren Buffett’ Goes Beyond a $74 Billion Fortune:&nbsp;<a href="https://www.nytimes.com/2017/01/29/arts/television/becoming-warren-buffett-goes-beyond-a-74-billion-fortune.html?_r=1" style="color: #1155cc;">NY Times</a></span><br /> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett has bought $12 billion in stock since election:&nbsp;<a href="https://www.bloomberg.com/news/articles/2017-01-31/buffett-bought-12-billion-of-stock-from-election-through-friday" style="color: #1155cc;" target="_blank">Bloomberg&nbsp;</a></span></div> </div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">AIG to pay Berkshire $9.8 billion in commercial risk transfer:&nbsp;<a href="https://www.bloomberg.com/news/articles/2017-01-20/aig-to-pay-berkshire-9-8-billion-in-commercial-risk-transfer" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire's Decker says Buffett can take his time with cash pile:&nbsp;<a href="https://www.bloomberg.com/news/articles/2017-01-18/berkshire-s-decker-says-buffett-can-his-take-time-with-cash-pile" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Why Berkshire is betting on airlines:&nbsp;<a href="https://www.bloomberg.com/news/articles/2017-02-06/berkshire-s-airline-bet-said-to-stem-from-faith-in-parker-s-call" style="color: #1155cc;" target="_blank">Bloomberg&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire Hathaway portfolio changes in Q4:&nbsp;<a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/major-portfolio-changes-at-berkshire-hathaway-in-4th-quarter-2016/" style="color: #1155cc;" target="_blank">David Kass blog&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Becoming Warren Buffet, The man not the investor:&nbsp;<a href="http://www.newyorker.com/business/currency/becoming-warren-buffett-the-man-not-the-investor" style="color: #1155cc;">New Yorker&nbsp;</a>Three Ways Warren Buffett Is Not A Typical Billionaire:&nbsp;<a href="https://www.forbes.com/sites/chasewithorn/2017/01/31/three-ways-warren-buffett-is-not-a-typical-billionaire/#26ce4d9b3610" style="color: #1155cc;" target="_blank">Forbes</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Becoming Warren Buffett on HBO:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.youtube.com/watch?v=ZrfcQp6vPGQ" style="color: #1155cc;" target="_blank">Youtube</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Profitable Hobby of Warren Buffett:&nbsp;<a href="http://futuresasia.blogspot.com/2008/04/profitable-hobby-of-warren-buffett-by.html" style="color: #1155cc;">Future Asia</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett on CNBC February 27th:&nbsp;<a href="http://www.cnbc.com/2017/02/27/buffett-talks-up-stocks-and-his-apple-stake-bashes-bonds-hedge-funds.html" style="color: #1155cc;" target="_blank">CNBC</a></span></div> <div> <br /></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai:</span></b><br /> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Dhandho Investor with Mohnish Pabrai:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.theinvestorspodcast.com/the-dhandho-investor-mohnish-pabrai/" style="color: #1155cc;" target="_blank">The Investors Podcast</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Part 2:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.theinvestorspodcast.com/tip121-pabrai-funds/" style="color: #1155cc;" target="_blank">The Investors Podcast</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai on Donald Trump:&nbsp;<a href="http://www.moneycontrol.com/news/market-outlook/see-trump-making-deals-that-benefitworld-mohnish-pabrai_8170961.html" style="color: #1155cc;" target="_blank">Moneycontrol</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016:&nbsp;<a href="https://www.youtube.com/watch?v=IOoaNYQHaYY&amp;feature=youtu.be" style="color: #1155cc;">Youtube</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai's Approach To Beating The Market:&nbsp;<a href="http://www.forbes.com/sites/prestonpysh/2017/01/16/mohnish-pabrai/#2455e2322b49" style="color: #1155cc;">Forbes&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai lecture to the University of Puerto Rico MBA class on mental models:&nbsp;<a href="http://www.chaiwithpabrai.com/blog/lecture-to-univ-of-puerto-rico-mba-class-on-mental-models-on-sept-26-2016" style="color: #1155cc;">Chai with Pabrai&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Dhandho Investor with Mohnish Pabrai:&nbsp;<a href="https://www.theinvestorspodcast.com/the-dhandho-investor-mohnish-pabrai/" style="color: #1155cc;">The Investors Podcast</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Move Over Small Dogs Of The Dow, Here Come The Uber Cannibals:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.forbes.com/sites/janetnovack/2016/12/22/move-over-small-dogs-of-the-dow-here-come-the-uber-cannibals/#795720243dea" style="color: #1155cc;" target="_blank">Forbes</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger:</span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger's old Wesco Financial letters:&nbsp;<a href="https://rememberingtheobvious.files.wordpress.com/2012/08/wesco-charlie-munger-letters-1983-2009-collection.pdf" style="color: #1155cc;" target="_blank">Remembering the Obvious</a>&nbsp;and&nbsp;<a href="http://myinvestingnotebook.blogspot.ca/2012/08/charlie-mungers-wesco-letters-1983-2009.html" style="color: #1155cc;" target="_blank">My Investing Notebook</a></span></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger Daily Journal Meeting replay:&nbsp;<a href="http://www.cnbc.com/2017/02/15/watch-live-charlie-munger-speaks-at-the-daily-journal-annual-meeting.html" style="color: #1155cc;">CNBC&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger gave Wells Fargo a vote of confidence:&nbsp;<a href="http://www.cnbc.com/2017/02/15/charlie-munger-just-gave-wells-fargo-a-big-vote-of-confidence.html" style="color: #1155cc;">CNBC&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Video of the Daily Journal annual meeting:&nbsp;<a href="https://www.youtube.com/watch?v=BLctqhNClqY" style="color: #1155cc;" target="_blank">Youtube</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Full transcript of the Daily Journal meeting:&nbsp;<a href="http://latticeworkinvesting.com/2017/02/17/charlie-munger-full-transcript-of-daily-journal-annual-meeting-2017/" style="color: #1155cc;" target="_blank">Latticework Investing&nbsp;</a></span></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Full transcript of the Daily Journal meeting:&nbsp;<a href="https://www.dropbox.com/s/rp9ardwn6ywgwjp/February%2015%2C%202017%20-%20Adam%20Blum_s%20Daily%20Journal%20Annual%20Meeting%20Notes.pdf?dl=0" style="color: #1155cc;" target="_blank">Dropbox</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Mind Of Munger: Berkshire's Vice Chairman Speaks On Wells Fargo, Trump And More:&nbsp;<a href="https://www.benzinga.com/news/17/02/9054670/the-mind-of-munger-berkshires-vice-chairman-speaks-on-wells-fargo-trump-and-more" style="color: #1155cc;" target="_blank">Bezinga</a>&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Second handout from the Daily Journal meeting:&nbsp;<a href="https://www.farnamstreetblog.com/wp-content/uploads/2017/02/DCJO-2017-Handout-1-Parody-Wantmore.pdf" style="color: #1155cc;" target="_blank">Farnam Street Blog&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Handout from the Daily Journal meeting:&nbsp;<a href="https://www.farnamstreetblog.com/wp-content/uploads/2017/02/Munger-DJCO-Handout-2-Stock-Market.pdf" style="color: #1155cc;" target="_blank">Farnam Street Blog&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger on Getting Rich, Wisdom, Focus, Fake Knowledge and More:&nbsp;<a href="https://www.farnamstreetblog.com/2017/02/charlie-munger-wisdom/" style="color: #1155cc;" target="_blank">Farnam Street Blog</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger answering questions after the Daily Journal meeting:&nbsp;<a href="https://www.youtube.com/watch?list=PL4vpPkFFra2tjDtIJ69Ju4SnwQyNvSmIG&amp;v=SzXkNb2wfAg" style="color: #1155cc;" target="_blank">Youtube&nbsp;</a></span></div> <div> <br /></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Amazon/ retail:</span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Sears: Why the last big store must transform itself or die:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.chicagobusiness.com/downloads/CCB1988-07-11-SearsWhyTheLastBigStorePt1.pdf" style="color: #1155cc;" target="_blank">Crains Chicago 1988</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Amazon's next frontier is to conquer auto parts:&nbsp;<a href="http://nypost.com/2017/01/22/amazons-next-frontier-to-conquer-auto-parts/" style="color: #1155cc;">NY Post</a></span></div> </div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Amazon is eating the world:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://awealthofcommonsense.com/2017/01/amazon-is-eating-the-retail-world/" style="color: #1155cc;" target="_blank">A Wealth of Common Sense</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Importance of Knowing Your Investment Boundaries (Sears Mini-Case Study):&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://basehitinvesting.com/importance-of-knowing-your-investment-boundaries-sears-mini-case-study/" style="color: #1155cc;" target="_blank">Base Hit Investing</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates:&nbsp;</span></b></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Lunch with the FT: Bill Gates:&nbsp;<a href="https://medium.ft.com/lunch-with-the-ft-bill-gates-e0e924b07c31#.qo1p8t4l6" style="color: #1155cc;">Medium&nbsp;</a><b><br /></b></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates on Charlie Rose:&nbsp;<a href="https://charlierose.com/videos/29774" style="color: #1155cc;" target="_blank">Charlie Rose</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates and Warren Buffett at Columbia University - 27th Jan 2017:&nbsp;<a href="http://www.valueinvestingworld.com/2017/01/bill-gates-and-warren-buffett-at.html" style="color: #1155cc;">Value Investors World&nbsp;</a></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman:</span></b><br /> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman Weighs In on Trump:&nbsp;<a href="https://www.nytimes.com/2017/02/06/business/dealbook/sorkin-seth-klarman-trump-investors.html?smid=fb-share&amp;_r=0" style="color: #1155cc;">NY Times</a></span><br /> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman annual letter and comments on Trump:&nbsp;<a href="http://www.businessinsider.com/bauposts-seth-klarman-investor-letter-on-donald-trump-markets-2017-2" style="color: #1155cc;" target="_blank">Business Insider&nbsp;</a></span></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">World Energy Hits a Turning Point: Solar That's Cheaper Than Wind:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.bloomberg.com/news/articles/2016-12-15/world-energy-hits-a-turning-point-solar-that-s-cheaper-than-wind" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> <div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Steve Eisman thoughts on financials under Trump:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.cnbc.com/2016/12/19/the-big-short-guy-who-nailed-the-financial-crisis-says-this-is-what-will-happen-under-trump.html" style="color: #1155cc;" target="_blank">CNBC</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill and Melinda Gates foundation 2017 letter:&nbsp;<a href="https://www.gatesnotes.com/2017-Annual-Letter" style="color: #1155cc;" target="_blank">Gates Notes</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Investor letters:&nbsp;</span></b><br /> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="background-color: white; color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Greenlight Capital Q4 Letter:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.scribd.com/document/336810961/Greenlight-Letter-Q4-2016" style="color: #1155cc;" target="_blank">Scribd&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Howard Marks memo: Expert Opinion:&nbsp;<a href="https://www.oaktreecapital.com/docs/default-source/memos/expert-opinion.pdf" style="color: #1155cc;">Oaktree&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">GMO Q4 2016 Letter:&nbsp;<a href="https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf?sfvrsn=42" style="color: #1155cc;">GMO&nbsp;</a></span></div> </div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Letters from top hedge fund managers:&nbsp;<a href="https://www.reddit.com/r/SecurityAnalysis/comments/5nbic9/q4_2016_letters_and_reports/" style="color: #1155cc;" target="_blank">Reddit&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Baupost 2016 Letter:&nbsp;<a href="https://srv-file1.gofile.io/download/IGs1mZ/ecf3e5f2dd7663bbad7d63315d6c0574/Baupost-2016-Year-End-Letter.pdf" style="color: #1155cc;" target="_blank">Link&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Other:&nbsp;</span></b></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <span style="color: black; font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Guy Spier on Getrevue:&nbsp;</span><a href="https://www.getrevue.co/profile/gspier/issues/guy-spier-issue-7-36498" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Getrevue</a></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Best books of 2016:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.farnamstreetblog.com/2016/12/best-books-2016/" style="color: #1155cc;" target="_blank">Farnam Street</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Sohn Conference Notes:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099gmail-m_-6919971377817945009gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.marketfolly.com/2016/12/sohn-london-notes-conference-2016-hohn.html" style="color: #1155cc;" target="_blank">Marketfolly</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Howard Marks and Rajath Shourie: CAIA Australia:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.youtube.com/watch?v=ljH6ocCjk7o&amp;feature=youtu.be" style="color: #1155cc;" target="_blank">Youtube</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Solar could beat coal to become the cheapest power on earth:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956gmail-m_-1192512355428386070gmail-m_-3304950223120788099js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.bloomberg.com/news/articles/2017-01-03/for-cheapest-power-on-earth-look-skyward-as-coal-falls-to-solar" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">When do you average down?:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://brontecapital.blogspot.com/2017/01/when-do-you-average-down.html" style="color: #1155cc;" target="_blank">Bronte Capital</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Are you a giver or a taker?:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.ted.com/talks/adam_grant_are_you_a_giver_or_a_taker#t-587742" style="color: #1155cc;" target="_blank">Tedtalk&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Three minutes with Hans Rosling will change your mind about the world:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.nature.com/news/three-minutes-with-hans-rosling-will-change-your-mind-about-the-world-1.21143?linkId=32676727" style="color: #1155cc;" target="_blank">Nature</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The fourth industrial revolution: a primer on Artificial Intelligence (AI):&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-m_111753202041577268gmail-m_-2792270485150186733gmail-m_-19195781576877956js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://medium.com/mmc-writes/the-fourth-industrial-revolution-a-primer-on-artificial-intelligence-ai-ff5e7fffcae1#.r4g2zubug" style="color: #1155cc;" target="_blank">Medium</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">China has built the world’s largest bullet-train network:&nbsp;<a href="http://www.economist.com/news/china/21714383-and-theres-lot-more-come-it-waste-money-china-has-built-worlds-largest" style="color: #1155cc;" target="_blank">Economist</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">2016 was the hottest year on record:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-m_6300259368602767206gmail-m_-3397282820613860304gmail-m_2771478471220879103gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-m_-7908510684720139759gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-m_2875165383755500784gmail-m_441245983445335721gmail-m_3059592841974213921gmail-m_-574623857773056676gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="http://www.slate.com/blogs/bad_astronomy/2017/01/18/noaa_announces_2016_hottest_year_on_record.html" style="color: #1155cc;" target="_blank">Slate&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Inside a Miracle: The 1980 U.S. Hockey Team:&nbsp;<a href="https://www.farnamstreetblog.com/2017/01/inside-a-miracle/" style="color: #1155cc;">Farnam Street Blog</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Ed Thorp on NPR:&nbsp;<a href="http://www.npr.org/templates/transcript/transcript.php?storyId=510810752" style="color: #1155cc;">Planet Money&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Kyle Bass: Short China, Long Russia 'Good Place to Start':&nbsp;<a href="https://www.bloomberg.com/news/videos/2017-01-25/kyle-bass-border-tax-to-pay-for-trump-s-tax-cuts" style="color: #1155cc;">Bloomberg&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Renowned value investor Francis Chou is willing to wait on a bargain:&nbsp;<a href="http://www.canadianbusiness.com/investing/francis-chou-value-investing/" style="color: #1155cc;" target="_blank">Canadian Business</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How to Review a Proxy Statement:&nbsp;<a href="http://www.rationalwalk.com/?p=15786" style="color: #1155cc;">Rational Walk&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Steve Eisman: “They mistook leverage for genius”:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.youtube.com/watch?v=NJodqhzqPKQ" style="color: #1155cc;" target="_blank">Youtube</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Oaktree's Howard Marks Is Cautious, But Still Investing:&nbsp;<a class="gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983gmail-m_141300608229005856gmail-m_4876481101136066208gmail-js-evernote-checked gmail-m_7908766744671033745gmail-m_-6694789351177686939gmail-m_972597134664831983js-evernote-checked" href="https://www.bloomberg.com/news/videos/2017-02-09/oaktree-s-marks-is-cautious-but-not-afraid-to-invest" style="color: #1155cc;" target="_blank">Youtube</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Graham and Doddsville Winter Newsletter:&nbsp;<a href="http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2029_small_0.pdf" style="color: #1155cc;" target="_blank">Columbia&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Episode #39: Ed Thorp, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”:&nbsp;<a href="http://mebfaber.com/2017/02/08/10017/" style="color: #1155cc;">Mebfaber</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Elon Musk Is Really Boring:&nbsp;<a href="https://www.bloomberg.com/news/features/2017-02-16/elon-musk-is-really-boring" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">China's artificial intelligence boom:&nbsp;<a href="https://www.theatlantic.com/technology/archive/2017/02/china-artificial-intelligence/516615/" style="color: #1155cc;" target="_blank">The Atlantic&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Walter J Schloss - Ben Graham Centre Value Investing 2008:&nbsp;<a href="https://www.youtube.com/watch?v=S1581CUstmE&amp;feature=youtu.be&amp;t=26m25s" style="color: #1155cc;" target="_blank">Youtube&nbsp;</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How to build wealth by copying other investors:&nbsp;<a href="http://www.chaiwithpabrai.com/blog/beyond-buffett-how-to-build-wealth-copying-9-other-value-stock-pickers" style="color: #1155cc;" target="_blank">Pabrai</a></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Billionaire James Simons: Conquering Wall Street with Mathematics:&nbsp;<a href="https://www.youtube.com/watch?v=Vg7955TGp4U" style="color: #1155cc;" target="_blank">Youtube</a></span></div> <div style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: small;"> <br /></div> </div> </div> http://www.alexbossert.com/2017/03/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4832799623129479721Sat, 17 Dec 2016 19:34:00 +00002017-02-08T18:47:57.509-06:00<div dir="ltr" style="background-color: white; color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Below is a compilation of the most interesting reading I've come across in the past few months:</span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Berkshire Hathaway</span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">A dozen things Warren Buffett and Charlie Munger learned from See's Candies:&nbsp;<a href="https://25iq.com/2016/11/25/a-dozen-things-warren-buffett-and-charlie-munger-learned-from-sees-candies/amp/" style="color: #1155cc;" target="_blank">25IQ&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett's early investments:&nbsp;<a href="http://latticework.com/bell-industries-warren-buffetts-fountain-of-youth/" style="color: #1155cc;" target="_blank">Latticework&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">GEICO: The “Growth Company” that made the “Value Investing” careers of both Benjamin Graham and Warren Buffett:&nbsp;<a href="https://www.scribd.com/document/157997315/Wedgewood-Partners-Geico-Case-Study" style="color: #1155cc;" target="_blank">Wedgewood Partners&nbsp;</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett turns out to be more prescient about stocks than politics:&nbsp;<a href="http://fortune.com/2016/11/22/surprise-warren-buffett-turns-out-to-be-more-prescient-about-stocks-than-politics/" style="color: #1155cc;" target="_blank">Fortune&nbsp;</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates on Warren, Bridge, Business Analysis and Tennis:&nbsp;<a href="https://hurricanecapital.wordpress.com/2016/10/23/bill-gates-on-warren-bridge-business-analysis-and-tennis/" style="color: #1155cc;" target="_blank">Hurricane Capital</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Yahoo Finance to Live Stream Buffett, Pickens, Soros at the 2016 Concordia Summit:&nbsp;<a href="http://finance.yahoo.com/news/yahoo-finance-to-live-stream-warren-buffett-t-boone-pickens-george-soros-at-the-2016-concordia-summit-200934299.html" style="color: #1155cc;" target="_blank">Yahoo Finance</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Graham and Doddsville Fall 2016 Issue:&nbsp;<a href="http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2028_Fall2016.pdf" style="color: #1155cc;" target="_blank">Columbia Business School</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The story of the self destruction of Deutsche Bank:&nbsp;<a href="http://www.spiegel.de/international/business/the-story-of-the-self-destruction-of-deutsche-bank-a-1118157.html" style="color: #1155cc;" target="_blank">Spiegel&nbsp;</a></span><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jeff Bezos interview with Charlie Rose:&nbsp;<a href="http://www.valueinvestingworld.com/2016/10/jeff-bezos-talks-with-charlie-rose.html" style="color: #1155cc;" target="_blank">Valueinvestingworld</a></span><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jeff Bezos shares his management style and philosophy:&nbsp;<a href="https://www.youtube.com/watch?v=F7JMMy-yHSU" style="color: #1155cc;" target="_blank">Youtube</a></span><br /><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">What Does Nevada’s $35 Billion Fund Manager Do All Day? Nothing:&nbsp;<a href="http://www.wsj.com/articles/what-does-nevadas-35-billion-fund-manager-do-all-day-nothing-1476887420" style="color: #1155cc;" target="_blank">WSJ</a></span></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett said this Jamie Dimon interview was off the charts:&nbsp;</span><a href="http://finance.yahoo.com/news/warren-buffett-called-this-jamie-dimon-interview-off-the-charts-122945995.html?soc_src=mediacontentstory&amp;soc_trk=fb" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Yahoo Finance</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire Hathaway BNSF railroad purchase shines bright in hindsight:&nbsp;</span><a href="https://www.bloomberg.com/gadfly/articles/2016-11-11/berkshire-hathaway-bnsf-railroad-deal-shines-bright-in-hindsight" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Bloomberg&nbsp;</a></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett's Berkshire makes surprise U.S. airline bet:&nbsp;</span><a href="http://www.reuters.com/article/us-investment-funds-buffett-idUSKBN1392IS" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Reuters&nbsp;</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Buffett's three categories of return on capital:&nbsp;</span><a href="http://basehitinvesting.com/buffetts-three-categories-of-returns-on-capital/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Base Hit Investing&nbsp;</a></div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How to invest like Warren Buffett hero Phil Carret:&nbsp;</span><a href="http://www.telegraph.co.uk/money/special-reports/how-to-invest-like-warren-buffetts-hero-philip-carret/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Telegraph</a><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">&nbsp;</span><br /> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Ted Weschler likes Apple's subscription element:&nbsp;</span><a href="http://www.valuewalk.com/2016/10/interview-ted-weschler-says-likes-apples-subscription-element/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Valuewalk&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">JP Morgan Chase names Todd Combs to board of directors:&nbsp;</span><a href="http://www.bloomberg.com/news/articles/2016-09-20/jpmorgan-chase-names-buffett-deputy-combs-to-board-of-directors" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Bloomberg&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">University of Maryland meeting with Warren Buffett:&nbsp;</span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/warren-buffetts-meeting-with-university-of-maryland-mbams-students-november-18-2016/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">David Kass&nbsp;</a></div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Playbook interview with Warren Buffett:&nbsp;</span><a href="http://www.politico.com/story/2016/08/the-playbook-interview-warren-buffett-226892" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Politico</a><br /> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">What Warren Buffett likes about cash:&nbsp;</span><a href="http://www.barrons.com/articles/what-warren-buffett-likes-about-cash-1473286224" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Barrons</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">WSJ article on Buffett from 1977:&nbsp;</span><a href="http://online.wsj.com/public/resources/documents/1977Buffett0502.pdf" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">WSJ</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Alice Shroeder's 1999 sell side report on Berkshire Hathaway:&nbsp;</span><a href="https://dl.dropboxusercontent.com/u/97410619/Schroeder%20BRK%201999%20%28Paine%20Webber%29.pdf" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Dropbox&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Big Problems Big Thinkers Episode 3: The Values Crisis:&nbsp;</span><a href="http://www.bloomberg.com/news/videos/2016-09-28/big-problems-big-thinkers-episode-3-the-values-crisis" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Bloomberg</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">One on One with Warren Buffett after the election:&nbsp;</span><a href="https://www.youtube.com/watch?v=ezLH1Yo7J-w" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">BRK Shareholders Panel (Part 1): "Why did you buy Berkshire Hathaway stock?":&nbsp;</span><a href="https://www.youtube.com/watch?v=7BrhhpQU7JU&amp;feature=youtu.be&amp;list=PLochPiFHojBZV8ma96J3zpDTXUlV2Gk4w" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire Hathaway Symposium Panel 2:&nbsp;</span><a href="https://www.youtube.com/playlist?list=PLochPiFHojBZV8ma96J3zpDTXUlV2Gk4w" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Lawrence Cunningham: Keynote Address at the Berkshire Hathaway 50th Anniversary Symposium:&nbsp;</span><a href="https://www.youtube.com/playlist?list=PLochPiFHojBaYAfml8BUVV_3qNAIP-d8y" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Ted Weschler makes his mark:&nbsp;</span><a href="http://www.institutionalinvestor.com/article/3572131/asset-management-hedge-funds-and-alternatives/warren-buffett-deputy-ted-weschler-makes-his-mark.html#/.V5IZzfkrKUk" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Institutional Investor</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Ajit Jain launching Berkshire Insurance:&nbsp;</span><a href="https://www.youtube.com/watch?v=BPTz-jLkPOc&amp;feature=youtu.be&amp;t=9m52s" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Guy Spier and Mohnish Pabrai</span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Interview with Guy Spier&nbsp;<a href="http://bqinvesttraining.com/interview-guy-spier-part-i/" style="color: #1155cc;" target="_blank">Part 1</a>,&nbsp;<a href="http://bqinvesttraining.com/interview-guy-spier-part-ii/" style="color: #1155cc;" target="_blank">Part 2</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger told Mohnish Pabrai an investor only needs to do three things:&nbsp;</span><a href="http://acquirersmultiple.com/2016/09/charlie-munger-told-mohnish-pabrai-an-investor-only-needs-to-do-three-things/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Acquire's Multiple</a><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai's new blog: Know72&nbsp;</span><a href="http://www.know72.com/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">http://www.know72.com/</a><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai Lecture at Peking University:&nbsp;</span><a href="https://www.youtube.com/watch?v=Jo1XgDJCkh4" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai's hedge fund interview guide:&nbsp;</span><a href="https://sumzero.com/headlines/business_services/330-mohnish-pabrais-hedge-fund-interview-guide" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Sumzero</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Why Mohnish Pabrai likes GM, Fiat, and Southwest:&nbsp;</span><a href="http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Barrons&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates</span></b></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates book recommendation - The Gene:&nbsp;<a href="https://www.gatesnotes.com/Books/The-Gene" style="color: #1155cc;" target="_blank">Gates Notes&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates: A Perfume that Smells Like Poop?:&nbsp;</span><a href="https://www.gatesnotes.com/Development/Smells-of-Success" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Gates Notes</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Why I love this cutting edge school design:&nbsp;</span><a href="https://www.gatesnotes.com/Education/Why-I-Love-This-Cutting-Edge-School-Design" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Gates Notes&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates on clean energy, Trump, and stocks:&nbsp;</span><a href="http://video.cnbc.com/gallery/?video=3000575815" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">CNBC</a></div> </div> <div dir="ltr" style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates addressing India's top policymakers:&nbsp;</span><a href="https://www.youtube.com/watch?v=YFZ1bOU6Cb0" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div dir="ltr" style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Bill Gates favorite books of 2016:&nbsp;</span><a href="https://www.gatesnotes.com/About-Bill-Gates/Best-Books-2016" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Gatesnotes&nbsp;</a></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div style="background-color: white; color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Great Investors:&nbsp;</span></b></div> <div style="background-color: white; color: #222222;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></b></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">David Einhorn's Q3 letter:&nbsp;<a href="http://www.valuewalk.com/2016/10/david-einhorn-tesla-letter/" style="color: #1155cc;" target="_blank">Valuewalk&nbsp;</a><b><br /></b></span></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">James Chanos and Kyle Bass speak with Bethany McLean at Vanity Fair's New Establishment Summit on the global economy and stock markets:&nbsp;</span><a href="http://video.vanityfair.com/watch/the-new-establishment-summit-disrupting-the-global-economy?c=series" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Vanity Fair</a></div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Oaktree's Howard Marks on his investment process:&nbsp;</span><a href="http://www.bloomberg.com/news/videos/2016-09-28/oaktree-s-howard-marks-on-his-approach-to-investing" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Bloomberg&nbsp;</a></div> <div style="background-color: white; color: #222222;"> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Legacy of Benjamin Graham:&nbsp;<a href="https://www.youtube.com/watch?v=m1WLoNEqkV4" style="color: #1155cc;" target="_blank">Youtube</a></span></div> </div> <div style="background-color: white; color: #222222;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Baupost Group's Seth Klarman "It's a great time to be a value investor":&nbsp;</span><a href="http://tartaros.lu/uploads/cgblog/id21/22_b6d767d2.pdf" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">2009 Outstanding Investor Digest</a></div> <div dir="ltr" style="background-color: white; color: #222222;"> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman at the Ivey Business School in 2009:&nbsp;</span><a href="https://www.youtube.com/watch?v=YdGloitRgbM&amp;feature=youtu.be&amp;list=PL6BD28CF93C70C4AA" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Capitalize for Kids Conference notes:&nbsp;</span><a href="http://www.marketfolly.com/2016/10/capitalize-for-kids-conference-notes.html" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Marketfolly</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Five lessons from Peter Lynch:&nbsp;</span><a href="http://latticework.com/peter-lynch-five-lessons-from-one-of-the-most-successful-mutual-fund-managers-of-all-time/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Latticework</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><b>Banks:</b>&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">John Stumpf on Mad Money:&nbsp;<a href="https://www.youtube.com/watch?v=KaWriqJn7VE" style="color: #1155cc;" target="_blank">Youtube</a><a href="http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2028_Fall2016.pdf" style="color: #1155cc;" target="_blank">&nbsp;</a></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jamie Dimon interview:&nbsp;</span><a href="http://video.cnbc.com/gallery/?video=3000539508" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">CNBC</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How Wells Fargo dressed up earnings:&nbsp;</span><a href="http://www.barrons.com/articles/how-wells-fargo-dresses-up-its-earnings-1469857609" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Barrons</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Brian Moynihan on Charlie Rose:&nbsp;</span><a href="https://charlierose.com/videos/29549" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Charlie Rose</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><b>Others:</b>&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jim Chanos on the Trump election and stocks:&nbsp;<a href="http://www.bloomberg.com/news/videos/2016-11-17/jim-chanos-on-trump-s-election-win-and-stocks" style="color: #1155cc;" target="_blank">Bloomberg</a></span></div> <div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">My good friend Shaurya Gupta's essay on value investing:&nbsp;</span><a href="https://genzvalueinvestor.com/2016/10/25/value-investing-is-alive-and-well/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Genzvalueinvestor</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Don't confused cheap with value:&nbsp;</span><a href="http://www.broyhillasset.com/wp-content/uploads/2016/11/2016.10-BAM-Dont-Confuse-Cheap-with-Value-Final.pdf" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Broyhill Asset Management&nbsp;</a></div> </div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Harvard's endowment called lazy, fat and stupid:&nbsp;</span><a href="http://www.bloomberg.com/news/articles/2016-10-27/harvard-called-lazy-fat-stupid-in-endowment-report-last-year" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Bloomberg&nbsp;</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The President in conversation with MIT's ITO and WIRED's Scott Dadich:&nbsp;</span><a href="https://www.wired.com/2016/10/president-obama-mit-joi-ito-interview/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">WIRED</a><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">&nbsp;</span></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Elon Musk: Making Humans a Multiplanetary Species:&nbsp;</span><a href="https://www.youtube.com/watch?v=H7Uyfqi_TE8" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Youtube</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How to Raise a Genius: Lessons from a 45-Year Study of Super Smart Children:&nbsp;</span><a href="http://www.scientificamerican.com/article/how-to-raise-a-genius-lessons-from-a-45-year-study-of-supersmart-children/" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Scientific American</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The activist playbook is nearly 90 years old — and the first chapter was written by Warren Buffett's mentor:&nbsp;</span><a href="http://www.businessinsider.com/benjamin-graham-was-the-first-shareholder-activist-2016-6" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;">Business Insider</a></div> <div> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">500 years of bubbles panics and manias:&nbsp;</span><a href="http://www.valuewalk.com/wp-content/uploads/2016/07/500-Years-Of-Stock-Panics-Bubbles-Manias-Meltdowns.jpg" style="color: #1155cc; font-family: Arial, Helvetica, sans-serif;" target="_blank">Valuewalk&nbsp;</a></div> <div> <br /></div> </div> http://www.alexbossert.com/2016/12/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-8541897606551533658Sun, 21 Aug 2016 01:28:00 +00002017-02-08T18:47:26.198-06:00<div> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <span style="font-family: Arial, Helvetica, sans-serif;">Below is a compilation of the most interesting reading I've come across in the past few months:</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <b><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett and Charlie Munger: </span></b></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <span style="font-family: Arial, Helvetica, sans-serif;">China’s BYD looks to double electric vehicle sales: <a href="http://www.cnbc.com/2016/04/28/chinas-byd-looks-to-double-electric-vehicle-sales.html">CNBC</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on oil, interest rates, and the economy: <a href="http://video.cnbc.com/gallery/?video=3000513767">CNBC</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett’s 1998 talk at the University of Florida: <a href="http://basehitinvesting.com/warren-buffett-1998-talk-at-university-of-florida/">BaseHitInvesting</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett: Modern deficits don't matter: <a href="http://video.foxbusiness.com/v/4874876730001/warren-buffett-modern-deficits-dont-matter/?playlist_id=932683241001#sp=show-clips">Fox Business</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">16 minute intervew with Charlie Munger: <a href="http://finance.yahoo.com/news/munger--donald-trump-s-behavior-reflects-a--form-of-sickness-205710579.html">Yahoo Finance</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire Hathaway annual meeting replay: <a href="https://finance.yahoo.com/brklivestream">Yahoo Finance</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Forbes compilation on Warren Buffett articles: <a href="http://docslide.us/documents/31752060-forbes-on-buffett.html">Forbes</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> </span><br /> <div> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett, Gates and Munger on CNBC:</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Highlights from Omaha (<a href="http://video.cnbc.com/gallery/?video=3000514205">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates: Impact of low rates (<a href="http://video.cnbc.com/gallery/?video=3000514208">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates on the next path to normal (<a href="http://video.cnbc.com/gallery/?video=3000514209">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Europe's woes affecting our monetary policy: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514210">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Munger, Gates on future of AI (<a href="http://video.cnbc.com/gallery/?video=3000514212">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on driverless cars (<a href="http://video.cnbc.com/gallery/?video=3000514216">LINK</a>)&nbsp;</span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on Puerto Rico's debt crisis (<a href="http://video.cnbc.com/gallery/?video=3000514217">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates on pensions (<a href="http://video.cnbc.com/gallery/?video=3000514218">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">'Idiots of each party' in control: Charlie Munger (<a href="http://video.cnbc.com/gallery/?video=3000514220">LINK</a>)</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Valeant was robbing our hospitals: Charlie Munger (<a href="http://video.cnbc.com/gallery/?video=3000514223">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates on encryption battle (<a href="http://video.cnbc.com/gallery/?video=3000514224">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Fixing the tax code (<a href="http://video.cnbc.com/gallery/?video=3000514225">LINK</a>)</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on streaming Berkshire's meeting (<a href="http://video.cnbc.com/gallery/?video=3000514180">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on currencies, rates and financials (<a href="http://video.cnbc.com/gallery/?video=3000514181">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on economic recovery (<a href="http://video.cnbc.com/gallery/?video=3000514182">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on jobs picture, GDP and oil (<a href="http://video.cnbc.com/gallery/?video=3000514183">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on American Express and buybacks (<a href="http://video.cnbc.com/gallery/?video=3000514184">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Why voters are mad: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514186">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Valeant's drug-pricing charge: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514187">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">I drink Coca-Cola and I'm happy: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514190">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett: Hedge funds in focus (<a href="http://video.cnbc.com/gallery/?video=3000514189">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Jeff Bezos has 'changed the world' in a big way: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514195">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Wal-Mart under a lot of pressure: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514197">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on Brexit (<a href="http://video.cnbc.com/gallery/?video=3000514198">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">No surprise Baker Hughes, Halliburton deal fell through: Buffett (<a href="http://video.cnbc.com/gallery/?video=3000514203">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on slow global growth (<a href="http://video.cnbc.com/gallery/?video=3000514204">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on Big Blue, Yahoo and trade (<a href="http://video.cnbc.com/gallery/?video=3000514206">LINK</a>) </span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Charlie Munger's recommended reading list: <a href="http://www.marketfolly.com/2016/05/charlie-mungers-recommended-reading-list.html">Marketfolly&nbsp;</a></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;">How Warren Buffett's son would feed the world: <a href="http://www.theatlantic.com/magazine/archive/2016/05/how-warren-buffetts-son-would-feed-the-world/476385/">The Atlantic</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett: Guidance can lead to malpractice: <a href="http://video.cnbc.com/gallery/?video=3000536420">CNBC</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire Hathaway 2016 Annual Shareholders Meeting replay video (<a href="https://finance.yahoo.com/brklivestream">LINK</a>) [The Q&amp;A starts around the 42:00 mark.]</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">16-minute Yahoo! Finance video with Charlie Munger (<a href="http://finance.yahoo.com/news/munger--donald-trump-s-behavior-reflects-a--form-of-sickness-205710579.html">LINK</a>)</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Max Olson compiles the Blue Chip Stamps letters: <a href="https://maxolson.gitbooks.io/blue-chip-stamps/content/letters/1977.html">Max Olson</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">How did Buffet do in 1974 when the market was down 26%?: <a href="http://www.valuewalk.com/2016/06/how-did-buffett-do-when-the-market-was-down-26-in-1974/?utm_source=dlvr.it&amp;utm_medium=facebook">ValueWalk</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett's investment in Dempster Mill: <a href="http://www.valuewalk.com/2016/07/buffetts-investment-in-dempster-mill-a-cigar-butt/?utm_source=mailchimp&amp;utm_medium=email&amp;utm_campaign=EMAIL_DAILY&amp;utm_content=quick_link&amp;utm_source=ValueWalk+Newsletter&amp;utm_campaign=fecf1e4f8e-WEEEKLY&amp;utm_medium=email&amp;utm_term=0_299e40291b-fecf1e4f8e-50217937&amp;mc_cid=fecf1e4f8e&amp;mc_eid=2af1e98c99">ValueWalk</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <b><span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates:</span></b></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates summer reading list: <a href="https://www.gatesnotes.com/About-Bill-Gates/Summer-Books-2016">Gates Notes</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill and Melinda Gates at the Code Conference: <a href="https://www.youtube.com/watch?v=Xjoa9qldxiY&amp;index=4&amp;list=PLKof9YSAshgya-W5OUu2H_I5rc6ZMrP8a">Youtube</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates talk at the Nelson Mandela Center: <a href="https://www.facebook.com/NelsonMandelaCentreOfMemory/videos/vb.191155590922216/1091812277523205/?type=2&amp;theater">Facebook</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Bill and Melinda Gates at the Recode Conference: <a href="https://www.youtube.com/watch?v=Xjoa9qldxiY&amp;index=4&amp;list=PLKof9YSAshgya-W5OUu2H_I5rc6ZMrP8a">Recode</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <b><span style="font-family: Arial, Helvetica, sans-serif;">Other: </span></b></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <span style="font-family: Arial, Helvetica, sans-serif;">Graham and Doodsville Spring 2016 newsletter: <a href="https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2027.pdf">Columbia</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Jeremy Grantham - GMO Q2 2016 letter: <a href="https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf?sfvrsn=28">GMO</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Spring 2016 Issue of the Graham and Dodd Newsletter: <a href="http://www.grahamanddoddsville.net/wordpress/?p=1866">Graham and Doddsville</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">William Thorndike talk at Google: <a href="http://www.marketfolly.com/2016/05/william-thorndikes-talk-at-google.html">Marketfolly</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">William Green's talk at Google: Lessons from the great minds of investing: <a href="https://www.youtube.com/watch?v=vQadYnrJeh0">Youtube</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Larry Cunningham's Museum of American Finance videos:</span><br /> <a href="https://www.youtube.com/watch?v=PIh-3tr0AvA"><span style="font-family: Arial, Helvetica, sans-serif;">Part 1: What Will Happen to Berkshire After Buffett?</span></a><br /> <a href="https://www.youtube.com/watch?v=KH-n5bNdsgQ"><span style="font-family: Arial, Helvetica, sans-serif;">Part 2: The Beauty of the Berkshire Model</span></a><br /> <a href="https://www.youtube.com/watch?v=xQLtPOgvrEU"><span style="font-family: Arial, Helvetica, sans-serif;">Part 3: The Blemishes of the Berkshire Model</span></a><br /> <a href="https://www.youtube.com/watch?v=4qsGpXmMgo4"><span style="font-family: Arial, Helvetica, sans-serif;">Part 4: Audience Q&amp;A Session 1</span></a><br /> <a href="https://www.youtube.com/watch?v=Lm5tfC6jrSk"><span style="font-family: Arial, Helvetica, sans-serif;">Part 5: Audience Q&amp;A Session 2</span></a><br /> <span style="font-family: Arial, Helvetica, sans-serif;">SALT Conference notes: <a href="http://www.marketfolly.com/2016/05/salt-conference-notes-2016-griffin.html">Market Folly</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Latticework of mental models - pari mutuel system: <a href="http://www.safalniveshak.com/latticework-mental-models-pari-mutuel-system/">Safal Niveshak</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Jeff Bezos want to see an entreprenurial explosion in space: <a href="https://www.washingtonpost.com/blogs/post-live/wp/2016/04/07/meet-amazon-president-jeff-bezos/">Washington Post</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">The remarkeable Iscar story: <a href="http://www.rationalwalk.com/?p=14669">Rational Walk</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Latticework of mental models - winners curse: <a href="http://www.safalniveshak.com/latticework-mental-models-winners-curse/">Safal Niveshak</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Jim Rogers interviews Jorge Paulo Lemann at the Brazil Conference 2016: <a href="https://www.youtube.com/watch?v=54LX6SgRLhs">Youtube</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">12 things Lee Kuan Yew taught me about the world: <a href="https://www.farnamstreetblog.com/2016/05/lee-kuan-yew/">Farnam Street</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Elon Musk at the Code Conference: <a href="https://www.facebook.com/RecodeDotNet/videos/1049067815183201/">Facebook</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Google Fiber is the most audacious part of ALPHABET: <a href="http://www.recode.net/2016/5/11/11613308/google-fiber-alphabet">Recode</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">2016 Internet Trends Presentation by Mary Meeker: <a href="http://www.recode.net/2016/6/1/11826256/mary-meeker-2016-internet-trends-report">Recode</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">London Value Investor Conference Presentations: <a href="http://www.marketfolly.com/2016/06/london-value-investor-conference-notes.html">Marketfolly</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Joe Rosenfield and the Grinnell College endowment: <a href="http://www.givernycapital.com/assets/rte/attachments/19/Joseph_Rosenfield.pdf?1285762494">GivernyCapital</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Google CEO Sundar Pichai at the Code Conference: <a href="https://www.youtube.com/watch?v=IwS3OF7zCY4">Youtube</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai lecture at UCI: <a href="https://www.youtube.com/watch?v=jfxOvdiac94&amp;feature=youtu.be">Youtube</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks: 5 years ago I turned bearish on credit: <a href="http://www.bloomberg.com/news/videos/2016-06-06/marks-5-years-ago-i-turned-cautious-on-credit">Bloomberg</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Jeremy Grantham commentary on immiration and Brexit: <a href="https://www.gmo.com/docs/default-source/research-and-commentary/strategies/asset-allocation/immigration-and-brexit.pdf?sfvrsn=5">GMO</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Ted Weschler makes his mark at Berkshire:<a href="http://www.institutionalinvestor.com/article/3572131/asset-management-hedge-funds-and-alternatives/warren-buffett-deputy-ted-weschler-makes-his-mark.html#/.V5IZzfkrKUk"> Insitutional Investor</a></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">Ted Weschler - The recipie for financial success: <a href="http://www.businessinsider.de/warren-buffetts-investment-manager-ted-weschler-the-recipe-for-financial-success-2016-6?IR=T">Businessinsider</a></span><br /> <br /></div> http://www.alexbossert.com/2016/08/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-6194635765779256224Thu, 28 Apr 2016 03:11:00 +00002017-02-08T18:58:04.084-06:00<div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Below is a compilation of the most interesting reading I've come across in the past few months:<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Warren Buffett and Berkshire Hathaway:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Charlie Munger on the cost of capital:&nbsp;<a href="https://dl.dropboxusercontent.com/u/28494399/Blog%20Links/Charlie%20Munger%20on%20Cost%20of%20Capital.pdf">Damm Right</a>&nbsp;<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Daily Journal Annual Meeting Notes:&nbsp;<a href="http://www.valuewalk.com/2016/02/2016-daily-journal-corporation-meeting-munger-notes/?all=1">ValueWalk</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Ron Olson on Charlie Munger and Warren Buffett:&nbsp;<a href="http://www.outlookbusiness.com/special-edition/50-master-moves-that-shaped-berkshire-hathaway/there-are-fundamental-differences-in-the-way-that-warren-and-charlie-do-things-902">Outlook Business</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Warren Buffett arrives in Europe in search of quality companies:&nbsp;<a href="http://www.europeanfinancialreview.com/?p=5252">Larry Cunningham</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Yahoo to livestream the Berkshire Hathaway Annual Meeting:&nbsp;<a href="http://www.cnbc.com/2016/02/16/yahoo-to-live-stream-warren-buffetts-berkshire-meeting.html">CNBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Highlights of Buffett's letter to shareholders:&nbsp;<a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/highlights-of-warren-buffetts-letter-to-shareholders-february-27-2016/">David Kass Blog</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Warren Buffett says don't piggy back my trades:&nbsp;<a href="http://www.marketwatch.com/story/warren-buffett-says-dont-piggyback-on-his-trades-2016-02-29?siteid=yhoof2">Marketwatch</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Berkshire Hathaway Energy and its use of tax breaks:&nbsp;<a href="http://www.bloomberg.com/news/articles/2016-03-30/buffett-s-energy-unit-sees-tax-benefits-double-to-1-8-billion">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Berkshire Hathaway is safe and cheap:&nbsp;<a href="http://basehitinvesting.com/berkshire-hathaway-is-safe-and-cheap/">Basehitinvesting</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Larry Cunningham on BRK's Disintermediation: Buffett's New Managerial Model:&nbsp;<a href="http://www.slideshare.net/aquamarine/berkshires-disintermediation-warren-buffetts-new-managerial-model-by-lawrence-cunningham">Slidshare</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Mistakes and Buffett's original Berkshire Purchase:&nbsp;<a href="http://basehitinvesting.com/comments-on-mistakes-and-buffetts-original-berkshire-purchase/">Base Hit Investing</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Larry Cunningham on Berkshire's Future:&nbsp;<a href="http://www.valuewalk.com/2016/03/larry-cunningham-berkshires-culture-future/">Value Walk</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">The Munger Operating System:&nbsp;<a href="https://www.farnamstreetblog.com/2016/04/munger-operating-system/">Farnam Street Blog</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Warren Buffett on CNBC Monday February 29th:&nbsp;<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Transcript of Buffett on CNBC:&nbsp;<a href="http://www.cnbc.com/2016/02/29/cnbc-transcript-of-warren-buffett-on-squawk-box.html">CNBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497590">Warren Buffett: When stocks go down it's good news<br /> </a></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497593">Warren Buffett: Negative effects of low oil</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497594">Warren Buffett: Expected rails to do better</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497598">Warren Buffett:Earning power our annual goal</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497597">Distracted driver deaths will likely increase insurance rates:&nbsp;</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497597">Warren Buffett</a></span><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497600">Buffett: Never sold a share of IBM</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497602">Buffett: Our job is to educate 'Watson’</a></span><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497599">Berkshire to webcast annual meeting</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497603">Buffett's 'ultimate' $1M bracket</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497605">Negative rates 'distorts' everything: Warren Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497604">Economist don't make money buying and selling stocks: Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497611">Trump's popularity surprises me: Warren Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497613">How Berkshire differs from 3G: Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497612">We like Dow Chemical preferred: Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497614">This was Coca Cola's dumbest deal ever: Buffett</a></span></span><br /> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497622">Buffett on Apple's DOJ battle</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497624">Buffett: Don't penalize non-solar customers</a></span><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497626">Buffett: Robot - wouldn't it be wonderful if</a></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497628">Buffett: Hope Britain stays in EU</a></span></span><span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497630">Don't sleepwalk through life: Warren Buffett</a></span></span><br /> </div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;"><a href="http://video.cnbc.com/gallery/?video=3000497625">Buffett: Clayton Homes does not discriminate</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Mohnish Pabrai:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Mohnish Pabrai on bubbles:&nbsp;<a href="https://www.youtube.com/watch?v=K-NXDCXzrao&amp;feature=youtu.be">Youtube</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Dhandho Junoon ETF launches:&nbsp;<a href="http://www.businesswire.com/news/home/20160420005847/en/Dhandho-Junoon-ETF-Launches-NYSE-Arca-JUNE">Businesswire</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Bill Gates:&nbsp;<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Bill Gates on books and blogging:&nbsp;<a href="http://www.nytimes.com/2016/01/04/fashion/bill-gates-gates-notes-books.html">NY Times</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Bill Gates on BBC:&nbsp;<a href="http://www.bbc.co.uk/programmes/b06z1zdt">BBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Bill and Melinda Gates 2015 Letter:&nbsp;<a href="https://www.gatesnotes.com/2016-Annual-Letter">Gates Notes</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Other reading<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">The ten commandments of superforcasters:&nbsp;<a href="https://www.farnamstreetblog.com/2015/12/ten-commandments-for-superforecasters/">Farnam Street Blog</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Wilbur Ross on energy bonds:&nbsp;<a href="http://www.valuewalk.com/2016/01/wilbur-ross-energy-bonds-blasted-to-smithereens/">Value Walk</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">An interview with Bruce Flatt:&nbsp;<a href="http://www.bloomberg.com/news/videos/2016-01-16/bloomberg-best-brookfield-ceo-bruce-flatt">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">How Baupost did in 2015:&nbsp;<a href="http://www.businessinsider.com.au/baupost-group-2015-results-2016-1">Busines Insider</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">An interview with Petra Capital:&nbsp;<a href="http://greatinvestors.tv/video/the-genesis-of-a-value-investment-firm-chan-lee-and-albert-y-1.html">Great Investors TV</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">GMO Q4 2015 Letter:&nbsp;<a href="https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf?sfvrsn=26">GMO</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">An Interview of the MIT investment team:&nbsp;<a href="https://fundooprofessor.wordpress.com/2016/02/11/mitimco/">Fundooprofessor</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Success secrets of the Kardashians:&nbsp;<a href="http://www.privateinvestmentbrief.com/blog/success-secrets-of-the-kardashians/">Private Investment Brief</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">How Macquarie sold a hollow shell company to investors:&nbsp;<a href="http://www.afr.com/markets/no-red-flags-how-macquarie-sold-a-hollow-chinese-shell-company-to-investors-20150328-1ma54j">AFR</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12pt;">Wally Weitz reveals early Valeant red flag:&nbsp;</span><a href="http://www.valuewalk.com/2016/02/wally-weitz-reveals-early-valeant-pharmaceuticals-intl-inc-vrx-red-flag/" style="font-family: Arial, sans-serif; font-size: 12pt;">Value Walk</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">A conversation with Nate Silver:&nbsp;<a href="https://medium.com/conversations-with-tyler/nate-silver-conversations-with-tyler-1bdafe685d77#.3ol46hvps">Medium</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">An Interview with Jamie Dimon:&nbsp;<a href="http://www.bloomberg.com/features/2016-jamie-dimon-interview/">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Ray Dalio on the Economy:&nbsp;<a href="http://www.bloomberg.com/news/videos/2016-03-03/bridgewater-s-ray-dalio-on-economy-investing-success">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Jeff Ubben interview on CNBC:&nbsp;<a href="http://www.marketfolly.com/2016/03/jeff-ubbens-interview-with-cnbc.html">CNBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Ackman's Valeant bet keeps getting worse:&nbsp;<a href="http://www.bloombergview.com/articles/2016-03-15/ackman-s-valeant-investment-keeps-getting-worse">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">The best predictor of election outcomes:&nbsp;<a href="https://electionbettingodds.com/4hr.html">Electionbettingodds</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt;">Michael Mauboussin on market inefficiencies:&nbsp;<a href="http://latticework.com/michael-mauboussin-on-inefficiencies-in-equity-markets/">Latticework</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12pt;">Peter Thiel on China, Technology and Innovation:&nbsp;</span><a href="http://www.bloomberg.com/news/videos/2016-04-13/peter-thiel-on-china-tech-education-and-diversity" style="font-family: Arial, sans-serif; font-size: 12pt;">Bloomberg</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , sans-serif; font-size: 12pt;">A Roadmap of a world without cars:</span><a href="https://medium.com/@alexrubalcava/a-roadmap-for-a-world-without-drivers-573aede0c968#.9yt2c05pg" style="font-family: Arial, sans-serif; font-size: 12pt;">&nbsp;Medium</a></span></div> http://www.alexbossert.com/2016/04/compilation-of-value-links-from-around_27.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4852279837757844259Sun, 28 Feb 2016 18:05:00 +00002017-02-08T18:49:30.953-06:00<span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif; line-height: 18.48px;">Dear readers,</span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222; line-height: 18.48px;"><br /></span></span> <span style="background-color: white; color: #222222; line-height: 18.48px;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">You are invited to an event I host every year during the Berkshire Hathaway Annual Meeting weekend.</span></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Yellow BRKers will be held Friday, April 29th, 2016 at the DoubleTree Hotel in Omaha, starting at 4:00 pm and you can linger until 7:00 pm. There will be a short program at approximately 5:30.</span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222; line-height: 18.48px;"><b>Yellow BRKers 2016 details:</b><br /><br />The 2016 event will be held at the same time and location as in prior years.</span><br style="background-color: white; color: #222222; line-height: 18.48px;" /><span style="background-color: white; color: #222222; line-height: 18.48px;"><br />Friday April 29th &nbsp;from 4PM to 7PM</span><br style="background-color: white; color: #222222; line-height: 18.48px;" /><span style="background-color: white; color: #222222; line-height: 18.48px;"><br />DoubleTree by Hilton Omaha Downtown<br />1616 Dodge Street<br />Omaha, NE 68102</span></span></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><span style="background-color: white; color: #222222; line-height: 18.48px;"><br /></span></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"> </span> </span><br /> <div> <span style="font-family: Arial, Helvetica, sans-serif;">You can find more information and register in advance here: <u><a href="http://www.yellowbrkers.com/">www.yellowbrkers.com</a></u></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><u><br /></u></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;"><u>$10 will be collected at the door to defray the costs of putting on this event.</u></span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;">I look forward to seeing many of you here again this year!</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Alex Bosse</span><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">rt</span></span></div> http://www.alexbossert.com/2016/02/invitation-to-2016-yellow-brkers-party.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-1815977434850032931Wed, 24 Feb 2016 00:33:00 +00002017-02-08T18:50:17.841-06:00<div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Below is a compilation of the most interesting reading I've come across in the past few months:&nbsp;</span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></b></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett and Berkshire:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">A Survey of Berkshire Hathaway Operating Managers: <a href="http://www.gsb.stanford.edu/sites/gsb/files/publication-pdf/cgri-closer-look-52-trust-consequences.pdf">Stanford</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How Warren Buffett Got Rich: <a href="http://www.businessinsider.com.au/how-warren-buffett-got-rich-2015-11">Business Insider</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett interviewed by Yahoo Finance – thoughts on education, deficits, China etc: <a href="http://www.valuewalk.com/2015/11/yahoo-finance-interviews-warren-buffett/">Yahoo Finance</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett takes 8% stake in Seritage: <a href="http://www.wsj.com/articles/warren-buffett-takes-8-stake-in-sears-spinoff-seritage-1449763100">WSJ</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett shares his widom with business school classes: <a href="http://business.itbusinessnet.com/article/Warren-Buffett:-The-Oracle-of-Nebraska-Shares-His-Wit-and-Wisdom-With-Business-Students--4186798">IT Business</a><span class="MsoHyperlink"><o:p></o:p></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett’s grandson seeks his own route to social change: <a href="http://www.nytimes.com/2015/11/20/business/dealbook/buffetts-grandson-seeks-own-investment-route-social-change.html?partner=IFTTT&amp;_r=0">New York Times</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Buffett is getting his hands dirty: <a href="http://www.bloomberg.com/features/2015-howard-buffett/">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Bill and Melinda Gates: <o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates – The 25 best books I read in 2015: <a href="http://www.gatesnotes.com/About-Bill-Gates/Best-Books-2015">Gates Notes</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How Melinda Gates became the most powerful advocate for women and girls: <a href="http://www.forbes.com/sites/carolinehoward/2015/11/23/the-first-woman-of-women-how-melinda-gates-became-the-worlds-most-powerful-advocate-for-women-and-girls/">Forbes</a><span class="MsoHyperlink"><o:p></o:p></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Charlie Munger: <o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How did Charlie Munger deal with adversity: <a href="http://25iq.com/2015/11/14/charlie-munger-ama-how-does-charlie-munger-recommend-dealing-with-adversity/">25IQ</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Charlie Munger on Valeant: <a href="http://www.wsj.com/articles/charlie-munger-valeant-isnt-enron-or-american-express-1446595334">WSJ</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Other: <o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Thoughts from Seth Klarman in Baupost’s letter to investors: <a href="http://finance.yahoo.com/news/letter-gives-rare-glimpse-one-203147487.html">Yahoo Finance</a> <o:p></o:p></span></div> <div class="MsoNormal" style="margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Larry Page at the Fortune Global Forum: <a href="http://fortune.com/video/2015/11/03/alphabet-larry-page-fortune-global-forum/">Fortune</a><span style="font-family: &quot;Times New Roman&quot;,serif; font-size: 12.0pt; mso-fareast-font-family: &quot;Times New Roman&quot;;"><o:p></o:p></span></span></div> <div class="MsoNormal" style="margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Peter Thiel at the DealBook Conference: <a href="https://www.youtube.com/watch?v=54NIcx3HJSE">Youtube</a><span style="font-family: &quot;Times New Roman&quot;,serif; font-size: 12.0pt; mso-fareast-font-family: &quot;Times New Roman&quot;;"><o:p></o:p></span></span></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: #222222; font-family: &quot;Arial&quot;,sans-serif; font-size: 9.5pt; mso-fareast-font-family: &quot;Times New Roman&quot;;">Gary Cohn of Goldman Sachs at the Dealbook conference: </span><a href="https://www.youtube.com/watch?v=54NIcx3HJSE"><span style="font-family: &quot;Arial&quot;,sans-serif; font-size: 9.5pt; mso-fareast-font-family: &quot;Times New Roman&quot;;">Youtube</span></a><span style="color: #222222; font-family: &quot;Arial&quot;,sans-serif; font-size: 9.5pt; mso-fareast-font-family: &quot;Times New Roman&quot;;"><o:p></o:p></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Sell side report on Enron just before bankruptcy in 2011 (strong buy): <a href="http://rbcpa.com/Enron/ene_csfb_20011121.pdf">Enron</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Wells Fargo and the incredible predictability of deposit growth: <a href="http://basehitinvesting.com/wells-fargo-and-the-incredible-predictability-of-deposit-growth/">Base Hit Investing</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">The unbelievable power of Amazon’s cloud: <a href="http://www.theatlantic.com/technology/archive/2015/04/the-unbelievable-power-of-amazon-web-services/391281/">The Atlantic</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">General Motors is here to Stay: <a href="http://www.barrons.com/articles/general-motors-revival-is-here-to-stay-1446873751">Barrons</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">CFA Society of Switzerland – Guy Spier, Vitaliy Katsenelson: <a href="https://www.youtube.com/watch?v=lezFdiBtUUU&amp;feature=youtu.be&amp;a">Youtube</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Invest For Kids Chicago – John Burbank, David Samra, Sam Zell etc: <a href="http://www.marketfolly.com/2015/11/invest-for-kids-chicago-notes-2015.html">Marketfolly</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Guy Spier on how lunch with Warren Buffett changed his life: <a href="http://observer.com/2015/12/my-lunch-with-warren-buffett-changed-my-life/">The Observer</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">David Einhorn on why widely followed stocks get mispriced: <a href="http://basehitinvesting.com/david-einhorn-and-reasons-why-widely-followed-stocks-get-mispriced/">Basehitinvesting</a> <o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">GMO quarterly letter – “Just How Bad is it?”: <a href="https://www.gmo.com/docs/default-source/public-commentary/gmo-quarterly-letter.pdf?sfvrsn=18">GMO</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">The top ten interviews by the Manual of Ideas: <a href="http://www.manualofideas.com/wp-content/uploads/2015/12/the-manual-of-ideas-top-ten-interviews.pdf">Manual of Ideas</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Ira Sohn London Conference Notes: <a href="http://www.marketfolly.com/2015/12/sohn-london-conference-notes-2015.html">Marketfolly</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Wilbur Ross on energy and high yield: <a href="http://www.valuewalk.com/2015/12/1111510/">ValueWalk</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks on oil: <a href="http://video.cnbc.com/gallery/?video=3000467744&amp;play=1">CNBC</a><o:p></o:p></span></div> <div class="MsoNormal" style="margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">ValueX book recommendations: <a href="http://www.slideshare.net/aquamarine/valuex-2016-booklist/1">Linkedin</a></span></div> <div class="MsoNormal" style="margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Interview with Michael Burry: <a href="http://nymag.com/daily/intelligencer/2015/12/big-short-genius-says-another-crisis-is-coming.html">NY Magazine</a></span></div> http://www.alexbossert.com/2016/02/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-1183977382838368797Wed, 04 Nov 2015 12:22:00 +00002017-02-08T18:51:03.131-06:00<div class="MsoNormal"> <span style="line-height: 17.12px;"><span style="font-family: Arial, Helvetica, sans-serif;">Below is a compliation of the most interesting reading I've come across in the past month.&nbsp;</span></span></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></b></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Buffett, Munger and Berkshire:</span></span></b></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett interview on CNBC: <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418173" target="_blank">Warren Buffett: Bought IBM in the 3rd quarter</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418174" target="_blank">Warren Buffett: Never go below $20B cash</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418187" target="_blank">Warren Buffett talks Phillips 66 stake</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418189" target="_blank">Buffett: BofA's Moynihan should be CEO &amp; Chair</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418188" target="_blank">Warren Buffett: US growth not bad, not booming</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000418203" target="_blank">Buffett's view on 2016 elections</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett Not “Losing Any Sleep” Over Market Gyrations: <a href="http://www.foxbusiness.com/business-leaders/2015/09/08/warren-buffett-not-losing-any-sleep-over-market-gyrations/">Fox Business</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett's Take on China, Wages and Donald Trump: <a href="file:///C:/Users/Alexbossert/Documents/Warren%20Buffett's%20Take%20on%20China,%20Wages%20and%20Donald%20Trump">Bloomberg Business</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Berkshire’s Abel targeted by pilots union: <a href="http://www.bloomberg.com/news/articles/2015-10-05/berkshire-s-abel-targeted-by-pilots-union-over-board-secrecy" target="_blank">Bloomberg</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Buffett Builds Rail Superhighway to Grab Truck Freight: &nbsp;<a href="http://www.bloomberg.com/news/articles/2015-10-07/buffett-bets-on-rail-superhighway-to-beat-trucks-as-coal-fades">Bloomberg</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett's Full Interview on 2016 Election &amp; More at the Fortune Most Powerful Women’s summit: <a href="https://www.youtube.com/watch?v=kqI29Jv-uH0">Youtube</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Munger bashes Valeant: <a href="http://www.bloomberg.com/news/articles/2015-11-01/munger-isn-t-done-bashing-valeant-after-months-of-holding-nose">Bloomberg</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Profile of Tracy Britt Cool: <a href="http://fortune.com/2014/10/30/tracy-britt-cool/">Fortune</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">A dozen things learned about mistakes from Charlie Munger: <a href="http://25iq.com/2015/09/19/a-dozen-things-ive-learned-from-charlie-munger-about-mistakes/">25IQ</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Guy Spier and Mohnish Pabrai: <o:p></o:p></span></span></b></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></b></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Ask anything session with Guy Spier: <a href="http://www.beyondproxy.com/replay-ask-me-anything-guy-spier/">Beyond Proxy</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Guy Spier on what to do about market turmoil: <a href="http://observer.com/2015/09/a-buffett-disciple-on-what-to-do-about-market-turmoil/">Observer</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Notes from the 2015 Pabrai Funds meeting: <a href="http://frenzel-herzing.com/dhando-investor-meeting-2015-a-day-with-mohnish-pabrai/">Frenzel Herzing</a>, <a href="http://bitsbusiness.com/investing-2/dhandho-and-pabrai-funds-annual-meeting-2015/">Bits Business</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">An interview with Guy Spier: <a href="https://bol.bna.com/the-man-who-paid-650k-for-a-lunch-with-warren-buffett/">Bloomberg</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Seth Klarman: <o:p></o:p></span></span></b></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></b></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Would Seth Klarman Buy His Own Book? <a href="http://www.ai-cio.com/channel/NEWSMAKERS/Would-Seth-Klarman-Buy-His-Own-Book-/">Link</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The collected wisdom of Seth Klarman: <a href="http://www.scribd.com/doc/283949360/The-Collected-Wisdom-of-Seth-Klarman">Scribd</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Other reading: <o:p></o:p></span></span></b></div> <div class="MsoNormal"> <b><span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span></b></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Presentation on General Motors by Ninad Shinde: <a href="https://drive.google.com/file/d/0B7nwIZL1Hl9wWHhSZV9LR2FZN28/view?usp=sharing">Link</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Sanjay Bakshi on the prejudices of mister market: <a href="https://www.youtube.com/watch?v=kpy_hi3ZAj0&amp;feature=youtu.be">Google Talks</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Interview with Howard Marks: <a href="https://www.youtube.com/watch?v=pWB5XI0YNrA">Youtube</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks latest memo: Inspiration from the world of sports: <a href="http://www.oaktreecapital.com/memo.aspx">Oaktree Capital</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Sohn Canada Investment Conference Notes 2015: Capitalize For Kids: <a href="http://www.marketfolly.com/2015/10/sohn-canada-notes-2015-capitalize-for.html">Market Folly</a> <o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Donald Trump’s persuasion tactics: <a href="https://reason.com/reasontv/2015/10/06/donald-trump-is-a-master-wizard">Reason.com</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Ben Bernanke on Charlie Rose: <a href="http://www.charlierose.com/watch/60628338">Charlie Rose</a><o:p></o:p></span></span></div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">The latest issue of the Graham and Doddsville newsletter: <a href="http://heilbrunncenter.org/sites/default/files/civicrm/persist/contribute/file/Graham%20%26%20Doddsville_Issue%2025.pdf">Columbia Business School</a><o:p></o:p></span></span></div> <div class="MsoNormal"> </div> <div class="MsoNormal"> <span style="line-height: 107%;"><span style="font-family: Arial, Helvetica, sans-serif;">Wilbur Ross on world economic conditions: <a href="http://video.foxbusiness.com/v/4593651594001/wilbur-ross-on-us-foreign-economies-and-2016-politics/?playlist_id=3166411554001#sp=show-clips">Fox Business</a></span> <span style="font-size: 12pt;"><o:p></o:p></span></span></div> http://www.alexbossert.com/2015/11/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4944869861022044384Wed, 09 Sep 2015 01:54:00 +00002017-02-08T21:28:33.445-06:00<span style="background-color: white; color: #222222;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Below is my compilation of the most interesting topics from around the web:</span></span><br /> <div style="background-color: white; border: none; color: #222222; line-height: 18.48px; padding: 0in 0in 1pt;"> <div class="MsoNormal" style="border: none; margin-bottom: 0.0001pt; padding: 0in;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> </div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">My investment thesis on Hyundai Motor:</span></b></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Manual of Ideas published my investment thesis on Hyundai Motor:&nbsp;<a href="http://www.beyondproxy.com/hyundai-motor-preferred/" style="color: #888888; text-decoration: none;">Manual of Ideas</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett and Berkshire Hathaway:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire is undervalued:&nbsp;<a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/berkshire-hathaway-is-undervalued-on-a-pricebook-value-basis/" style="color: #888888; text-decoration: none;">David Kass Blog</a><o:p></o:p></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett letter to Barron’s from 1962 on dubious accounting methods:<a href="http://www.valuewalk.com/2015/06/from-the-archives-barrons-mailbag-december-1962-warren-buffett-on-dubious-accounting-policies/?utm_campaign=trueAnthem%3A+Trending+Content&amp;utm_content=558ac63c04d3012e5a000002&amp;utm_medium=trueAnthem&amp;utm_source=facebook" style="color: #888888; text-decoration: none;">Barron’s</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How BYD began making electric buses in the United States:&nbsp;<a href="http://www.paulsoninstitute.org/think-tank/2015/06/22/california-dreaming-how-a-chinese-battery-firm-began-making-electric-buses-in-america/" style="color: #888888; text-decoration: none;">Paulson Institute</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Heinz completed Kraft purchase and Buffett joins the board:&nbsp;<a href="http://www.nytimes.com/reuters/2015/07/02/business/02reuters-kraft-heinz.html?_r=1" style="color: #888888; text-decoration: none;">NYT</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Berkshire Hathaway Inc. to Acquire Precision Castparts Corp. for $235 Per Share in Cash&nbsp; - $37.2 billion:&nbsp;<a href="http://berkshirehathaway.com/news/AUG1015.pdf" style="color: #888888; text-decoration: none;" target="_blank">Berkshire Hathaway</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Warren Buffett on CNBC discussing Precision Castparts, IBM, and media companies: &nbsp;<a href="http://www.cnbc.com/2015/08/10/cnbc-transcript-berkshire-hathaway-ceo-warren-buffett-on-cnbcs-squawk-box-today.html" style="color: #888888; text-decoration: none;" target="_blank">Transcript</a><br /><br />and videos:<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin: 0in 0in 0.0001pt 0.5in;"> <span style="color: black;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000405116" style="color: #888888; text-decoration: none;" target="_blank">Warren Buffett: Why we bought Precision Castparts</a>&nbsp;<o:p></o:p></span></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin: 0in 0in 5pt 0.5in;"> <span style="color: black;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000405122" style="color: #888888; text-decoration: none;" target="_blank">Warren Buffett: It's tough to push rates higher</a></span></span><br /> <a href="http://video.cnbc.com/gallery/?video=3000405117" style="color: #888888; font-family: arial, helvetica, sans-serif; text-decoration: none;" target="_blank">Warren Buffett: Precision deal 'very high multiple'</a><span style="color: black; font-family: arial, helvetica, sans-serif;">&nbsp;</span><br /> <a href="http://video.cnbc.com/gallery/?video=3000405119" style="color: #888888; font-family: arial, helvetica, sans-serif; text-decoration: none;" target="_blank">Warren Buffett: Precision CEO loves what he does</a><span style="color: black; font-family: arial, helvetica, sans-serif;">&nbsp;</span><br /> <a href="http://video.cnbc.com/gallery/?video=3000405120" style="color: #888888; font-family: arial, helvetica, sans-serif; text-decoration: none;" target="_blank">Warren Buffett on IBM: I feel fine</a><span style="color: black; font-family: arial, helvetica, sans-serif;">&nbsp;</span><br /> <a href="http://video.cnbc.com/gallery/?video=3000405121" style="color: #888888; font-family: arial, helvetica, sans-serif; text-decoration: none;" target="_blank">Media selloff not enticing: Warren Buffett</a><span style="color: black; font-family: arial, helvetica, sans-serif;">&nbsp;</span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Francois Rochon discussing Precision Castparts:&nbsp;<a href="http://www.valueinvestorinsight.com/pdfs/APRtrial15VII.PDF" style="color: #888888; text-decoration: none;" target="_blank">Value Investor Insight</a></span><br /> <span style="font-family: arial, helvetica, sans-serif;">Warren Buffett on Squawk Box August 10</span><sup style="font-family: arial, helvetica, sans-serif;">th</sup><span style="font-family: arial, helvetica, sans-serif;">:&nbsp;</span><a href="http://www.cnbc.com/2015/08/10/cnbc-transcript-berkshire-hathaway-ceo-warren-buffett-on-cnbcs-squawk-box-today.html" style="color: #888888; font-family: arial, helvetica, sans-serif; text-decoration: none;">CNBC</a></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">How Warren Buffett built his empire: Forbes 1990:&nbsp;<a href="http://www.valuewalk.com/2015/07/how-warren-buffett-built-his-empire-forbes-1990-part-one-changing-strategy/?utm_campaign=trueAnthem:+Trending+Content&amp;utm_content=55bbf03804d30145cf000002&amp;utm_medium=trueAnthem&amp;utm_source=facebook" style="color: #888888; text-decoration: none;">ValueWalk</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">An analysis of GEICO by&nbsp;<a href="https://dl.dropboxusercontent.com/u/28494399/Blog%20Links/Customer%20Acquisition%20And%20Associated%20Costs.pdf" style="color: #888888; text-decoration: none;">Sanjay Bakshi</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">The Super Investors of Daily Journal Corp:&nbsp;<a href="http://www.forbes.com/sites/phildemuth/2015/06/22/the-superinvestors-of-daily-journal-corporation/" style="color: #888888; text-decoration: none;">Forbes</a><o:p></o:p></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger interviewed by CNN Money:<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin: 0in 0in 0.0001pt 0.5in;"> <span style="color: black;"><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><a href="http://money.cnn.com/video/investing/2015/05/04/charlie-munger-wise-ass.cnnmoney" style="color: #888888; text-decoration: none;">'I'm not the only wise ass in the world'</a><br /><a href="http://money.cnn.com/video/news/2015/05/04/charlie-munger-politics-2016-republicans-hillary.cnnmoney/index.html" style="color: #888888; text-decoration: none;">Munger on politicians: 'They're all flawed'</a><br /><a href="http://money.cnn.com/video/investing/2015/05/03/charlie-munger-clayton-homes-berkshire-hathaway.cnnmoney/index.html" style="color: #888888; text-decoration: none;">Charlie Munger defends Clayton Homes</a><br /><a href="https://www.youtube.com/watch?v=OX8LvjIBsJ4" style="color: #888888; text-decoration: none;">Charlie Munger on what's going on in Baltimor</a>e</span></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Charlie Munger on frozen corporation:&nbsp;<a href="https://dl.dropboxusercontent.com/u/28494399/Blog%20Links/Charlie%20Munger%20on%20Frozen%20Corporation.pdf" style="color: #888888; text-decoration: none;">DropBox</a><o:p></o:p></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai – Bridge and its similarities to investing:&nbsp;<a href="https://soundcloud.com/valueinvestingpodcast/bridge-and-investing-with-tom-weik-and-mohnish-pabrai?utm_source=soundcloud&amp;utm_campaign=share&amp;utm_medium=facebook" style="color: #888888; text-decoration: none;">Sound Cloud</a><o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Mohnish Pabrai on the U.S. as an emerging market:&nbsp;<a href="http://www.manualofideas.com/mohnish-pabrai-usa" style="color: #888888; text-decoration: none;">Manual of Ideas</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Baupost letter to investor from June 1999:&nbsp;<a href="http://www.sec.gov/Archives/edgar/data/865827/000107261399000039/0001072613-99-000039.txt" style="color: #888888; text-decoration: none;">SEC Filling</a><o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman’s presentation to Bruce Greenwald’s 2010 CBS class:&nbsp;<a href="https://www.youtube.com/watch?v=DUvOPD_8icg" style="color: #888888; text-decoration: none;">Youtube</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman on the decision the hold cash – 2004 letter:<a href="http://www.uaic.co.nz/assets/docs/investor/seth-klarman-on-the-decision-to-hold-cash1.pdf" style="color: #888888; text-decoration: none;">&nbsp;Link</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Seth Klarman in Barron’s in 1991:&nbsp;<a href="http://www.valuewalk.com/2015/07/seth-klarman-searches-for-bargains/" style="color: #888888; text-decoration: none;">ValueWalk</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Google:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Google’s official blog announcing Alphabet:&nbsp;<a href="http://googleblog.blogspot.com/2015/08/google-alphabet.html" style="color: #888888; text-decoration: none;">Google Blog</a><o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Alphabet lets Google chase moonshots and stay profitable:&nbsp;<a href="http://www.wired.com/2015/08/alphabet-lets-google-chase-moonshots-stay-profitable/" style="color: #888888; text-decoration: none;">WIRED</a></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <b><span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Other reading:<o:p></o:p></span></b></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background-color: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">David Einhorn at the Grant’s Conference:&nbsp;<a href="http://www.valuewalk.com/2015/04/david-einhorn-grants-conference/" style="color: #888888; text-decoration: none;">ValueWalk</a><o:p></o:p></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Keith Smith interviewed by the&nbsp;<a href="http://www.beyondproxy.com/keith-smith-interview/" style="color: #888888; text-decoration: none;">Manual of Ideas</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Jeremy Grantham “We’re Closing in on Bubble Territory”:&nbsp;<a href="http://www.morningstar.com/Cover/videoCenter.aspx?id=701816" style="color: #888888; text-decoration: none;">Morrningstar</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Tom Gaynor at Google: The Evolution of a Value Investor:&nbsp;<a href="https://www.youtube.com/watch?v=2sG91e1Wh4I" style="color: #888888; text-decoration: none;">Youtube</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Joel Greenblatt’s special situation class – analysis of Mood’s from 2006:<a href="http://www.hedgeroll.com/hedgeroll/joel-greenblatts-special-situations-class-at-columbia-business-school-featuring-rob-goldstein-partner-at-gotham-capital-1-of-2-on-moodys?utm_content=buffer2d008&amp;utm_medium=social&amp;utm_source=twitter.com&amp;utm_campaign=buffer" style="color: #888888; text-decoration: none;">HedgeRoll</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Walter Schloss notes from&nbsp;<a href="https://www.netnethunter.com/your-essential-guide-to-walter-schloss-investing/" style="color: #888888; text-decoration: none;">Net Net Hunter</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Greenlight Capital Q2 2015 letter to investors:&nbsp;<a href="http://www.scribd.com/doc/271578742/Greenlight-Q2-15#scribd" style="color: #888888; text-decoration: none;">Scribd</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">A rare interview with the man who cracked Wall Street – Jim Simons:&nbsp;<a href="http://www.ted.com/talks/jim_simons_a_rare_interview_with_the_mathematician_who_cracked_wall_street" style="color: #888888; text-decoration: none;">TED</a></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; color: #222222; line-height: 18.48px; margin-bottom: 0.0001pt;"> <br /></div> http://www.alexbossert.com/2015/09/compilation-of-value-links-from-around_8.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-8999345990864815567Thu, 18 Jun 2015 18:56:00 +00002017-02-08T21:35:14.388-06:00<div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; line-height: 14.2pt; margin: 0in 0in 0.0001pt;"> <span style="font-family: Arial, sans-serif;">Here is my compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; line-height: 14.2pt; margin: 0in 0in 0.0001pt;"> <br /></div> <div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; line-height: 14.2pt; margin: 0in 0in 0.0001pt;"> <span style="font-family: Arial, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; line-height: 14.2pt; margin: 0in 0in 0.0001pt;"> <br /></div> <div style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; line-height: 14.2pt; margin: 0in 0in 0.0001pt;"> <span style="font-family: Arial, sans-serif;">Alex<o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">------------------------------------<o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;"><br /> <!--[if !supportLineBreakNewLine]--><br /> <!--[endif]--><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><i><span style="font-family: Arial, sans-serif;">Notes from the Berkshire Hathaway Annual meeting:</span></i></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Analysis of the Berkshire Hathaway Annual Meeting |<span class="apple-converted-space">&nbsp;</span><a href="http://blogs.wsj.com/moneybeat/2015/05/02/live-analysis-the-2015-berkshire-hathaway-annual-meeting/">WSJ</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Notes from the Berkshire Annual Meeting by David Kass |<span class="apple-converted-space">&nbsp;</span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/notes-from-berkshire-hathaway-annual-meeting-may-2-2015/" style="font-family: Arial, Helvetica, sans-serif;">David Kass</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Other annual meeting notes:<span class="apple-converted-space">&nbsp;</span><a href="http://www.valuewalk.com/2015/05/berkshire-hathaway-2015-meeting-notes/" style="font-family: Arial, Helvetica, sans-serif;">Valuewalk</a>,<span class="apple-converted-space">&nbsp;</span><a href="https://www.scmessina.com/2015/05/what-questions-were-asked-and-answered-during-the-50th-annual-berkshire-shareholders-meeting-on-may-2-2015/" style="font-family: Arial, Helvetica, sans-serif;">S&amp;C Messina</a>,<span class="apple-converted-space">&nbsp;</span><a href="http://www.fool.com/investor-alert/the_motley_fool/berkshire-hathaway-2015-coverage/?source=ihpsitth0000002" style="font-family: Arial, Helvetica, sans-serif;">Motley Fool</a>, &nbsp;<a href="http://www.businessinsider.com/berkshire-hathaway-annual-meeting-2015-2015-5?op=1" style="font-family: Arial, Helvetica, sans-serif;">Business Insider</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><i><span style="font-family: Arial, sans-serif;">Notes from the Daily Journal Annual meeting:</span></i></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Notes from the Daily Journal Annual meeting |<span class="apple-converted-space">&nbsp;</span><a href="https://www.dropbox.com/s/7rvliibjuritz5h/Aznaur%20Midov's%20Daily%20Journal%20Annual%20Meeting%20Notes.pdf?dl=0">Aznaur Midov</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Two hour audio clip of Charlie Munger answering questions at the Daily Journal annual meeting |<span class="apple-converted-space">&nbsp;</span><a href="http://www.valuewalk.com/2015/03/qa-with-charlie-munger-at-the-djco-meeting-2015-audio/?utm_source=dlvr.it&amp;utm_medium=facebook" style="font-family: Arial, Helvetica, sans-serif;">ValueWalk</a>,<span class="apple-converted-space">&nbsp;</span><a href="http://bambooinnovator.com/2015/04/01/mungers-wisdom-and-comments-on-lky-in-notes-on-daily-journals-shareholder-meeting/" style="font-family: Arial, Helvetica, sans-serif;">Bamboo Innovator</a>,<o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Daily Journal Annual Meeting – coverage by Forbes|<span class="apple-converted-space">&nbsp;</span><a href="http://www.forbes.com/sites/phildemuth/2015/04/07/charlie-mungers-2015-daily-journal-annual-meeting-part-1/?utm_campaign=yahootix&amp;partner=yahootix" style="font-family: Arial, Helvetica, sans-serif;">Part 1,</a><span class="apple-converted-space">&nbsp;</span><a href="http://www.forbes.com/sites/phildemuth/2015/04/13/charlie-mungers-2015-daily-journal-annual-meeting-part-2/" style="font-family: Arial, Helvetica, sans-serif;">Part 2</a>,<span class="apple-converted-space">&nbsp;</span><a href="http://www.forbes.com/sites/phildemuth/2015/04/20/charlie-mungers-2015-daily-journal-annual-meeting-part-3/" style="font-family: Arial, Helvetica, sans-serif;">Part 3</a><span class="apple-converted-space">&nbsp;</span>and<span class="apple-converted-space">&nbsp;</span><a href="http://www.forbes.com/sites/phildemuth/2015/04/27/charlie-mungers-2015-daily-journal-annual-meeting-part-4/" style="font-family: Arial, Helvetica, sans-serif;">Part 4</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Chai Jing's review: Under the Dome – Investigating China’s Smog: Charlie Munger recommended watching this at his annual meeting | &nbsp;<a href="https://www.youtube.com/watch?v=T6X2uwlQGQM" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><i><span style="font-family: Arial, sans-serif;">Warren Buffett:</span></i></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Notes from the Meeting Dr. George Athanassakos and Ivey MBA and HBA students had with Mr. Warren Buffett |<span class="apple-converted-space">&nbsp;</span><a href="http://www.bengrahaminvesting.ca/Resources/Interviews_Notes/Buffett_2015.pdf">Ben Graham Investing</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Jeff Cunningham interviews Warren Buffett |<span class="apple-converted-space">&nbsp;</span><a href="https://www.youtube.com/watch?v=2-e3Wm68DaA" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Analysis of the investments made by the Buffett Partnership |<span class="apple-converted-space">&nbsp;</span><a href="http://bovinebear.blogspot.com/2015/04/warren-buffett-partnership-investments.html" style="font-family: Arial, Helvetica, sans-serif;">Bull Bear and Value Blog</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">How Warren Buffett keeps up with information | &nbsp;<a href="http://www.farnamstreetblog.com/2015/05/warren-buffett-information/" style="font-family: Arial, Helvetica, sans-serif;">Farnam Street</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Buffett: No stock market bubble, but few bargains&nbsp;|&nbsp;<a href="http://money.cnn.com/2015/04/02/investing/warren-buffett-stock-market-bubble/index.html" style="font-family: Arial, Helvetica, sans-serif;">CNN Money</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Buffett: Tesla doesn't threaten me |<span class="apple-converted-space">&nbsp;</span><a href="http://www.cnbc.com/id/102549930" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><span style="font-family: Arial, sans-serif;">Mohnish Pabrai and Guy Spier:</span></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Mohnish Pabrai and Guy Spier in Conversation with Saurabh Madaan |<span class="apple-converted-space">&nbsp;</span><a href="https://www.youtube.com/watch?v=EBWWseoqBsc">Talks at Google</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Video from Guy Spier’s Aquamarine Capital 2013 Partnership meeting |<span class="apple-converted-space">&nbsp;</span><a href="https://vimeo.com/78438285" style="font-family: Arial, Helvetica, sans-serif;">Link</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><i><span style="font-family: Arial, sans-serif;">Other:</span></i></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Would Benjamin Graham have hated index funds? |<span class="apple-converted-space">&nbsp;</span><a href="http://blogs.wsj.com/totalreturn/2015/04/03/would-benjamin-graham-have-hated-index-funds/">WSJ</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">A dozen things learned from Lou Simpson |<span class="apple-converted-space">&nbsp;</span><a href="http://25iq.com/2015/04/04/a-dozen-things-ive-learned-from-lou-simpson-about-investing-and-business/" style="font-family: Arial, Helvetica, sans-serif;">25IQ</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">A conversation with Joel Greenblatt – Interviewed by Howard Marks|<span class="apple-converted-space">&nbsp;</span><a href="https://www.youtube.com/watch?v=N-azmBU0yII&amp;feature=youtu.be" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Greenlight Capital Q1 2015 letter |&nbsp;<a href="http://www.valuewalk.com/wp-content/uploads/2015/04/Qlet2015-01.unlocked-1.pdf" style="font-family: Arial, Helvetica, sans-serif;">Value Walk</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">2015 Sohn Conference presentations |<span class="apple-converted-space">&nbsp;</span><a href="http://www.marketfolly.com/2015/05/sohn-investment-contest-presentations.html" style="font-family: Arial, Helvetica, sans-serif;">Marketfolly</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Benjamin Graham’s last interview |<span class="apple-converted-space">&nbsp;</span><a href="http://www.bylo.org/bgraham76.html" style="font-family: Arial, Helvetica, sans-serif;">Link</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Baidu CEO interviews Bill Gates and Elon Musk |<span class="apple-converted-space">&nbsp;</span><a href="https://www.youtube.com/watch?v=NG0ZjUfOBUs" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">SALT conference – Chanos, Bass, Burbank, Cooperman |<span class="apple-converted-space">&nbsp;</span><a href="http://www.marketfolly.com/2015/05/salt-conference-best-ideas-panel-chanos.html" style="font-family: Arial, Helvetica, sans-serif;">Marketfolly</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;">Bill Gates interview: How the world will change by 2030 |<span class="apple-converted-space">&nbsp;</span><a href="https://www.youtube.com/watch?t=21&amp;v=8RETFyDKcw0" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <b><i><span style="font-family: Arial, sans-serif;">Warren Buffett on CNBC after the Berkshire Annual Meeting:</span></i></b><span style="font-family: Arial, sans-serif;"><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <br /></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000376457">Buffett: We'll make 'considerable' money on IBM</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000376458">IBM's buybacks beneficial to shareholders: Buffett</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000376459">Why IBM and not Apple? Warren Buffett answers<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376460">Watson enormously valuable future: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376462">Bonds are very overvalued: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376463">Fed has done 'right thing': Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376368">David Winters' math 'way off': Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376464">Doing business with 3G: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376466">Watch Warren Buffett arm-wrestle an NFL pro<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376482">We have no anti-union philosophy at Berkshire: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376496">Buffett: I am one quarter Coca-Cola<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376465">NFL's 'secret finance nerd': Suh<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376467">Repurchase and dividends two different animals: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376468">We're not SIFI: Buffett<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376493">Hydrocarbons just as precious as Iowa top soil: Munger<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376470">Buffett: Better option than increasing minimum wage<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376488">Gates, Munger &amp; Buffett: If I were education czar...<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376370">Buffett on the Fed: Yellen's hands are tied<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376454">Buffett: Clayton Homes' loan policy<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376455">Buffett: Clayton loan applications clearly written<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376456">What's Warren really like?<br /> </a><a href="http://video.cnbc.com/gallery/?video=3000376457">Buffett: We'll make 'considerable' money on IBM</a><o:p></o:p></span></div> <div style="margin-bottom: .0001pt; margin: 0in;"> <span style="font-family: Arial, sans-serif;"><span style="color: black;"><a href="http://video.cnbc.com/gallery/?video=3000376469" style="font-family: Arial, Helvetica, sans-serif;">No hurry for energy independence: Munger</a></span></span></div> </div> http://www.alexbossert.com/2015/06/compilation-of-value-links-from-around.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4443135135563335084Thu, 26 Mar 2015 17:46:00 +00002017-02-08T18:53:28.962-06:00<span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> </span><br /> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex</span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">--------------------</span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire’s portfolio changes in Q4: <a href="http://www.dataroma.com/m/holdings.php?m=brk">Dataroma</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett delegating more to his deputies: </span><a href="http://www.sltrib.com/home/2211912-155/buffett-delegating-even-more-to-his" style="font-family: Arial, Helvetica, sans-serif;">Salt Lake Tribune</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett tells deputies to supervise newest Berkshire businesses: </span><a href="http://www.bloomberg.com/news/articles/2015-02-23/buffett-tells-deputies-to-supervise-newest-berkshire-businesses" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett’s German to do list: </span><a href="https://global.handelsblatt.com/edition/123/ressort/finance/article/warren-buffets-german-to-do-list" style="font-family: Arial, Helvetica, sans-serif;">Handelsblatt</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">The fun has just started in auto sales Buffett says: </span><a href="http://www.bloomberg.com/news/articles/2015-03-10/buffett-says-fun-has-just-started-for-auto-sales-at-berkshire" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett’s son is not heir apparent: </span><a href="http://www.cnbc.com/id/102489455" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">2014 Berkshire Annual report links:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">2014 Berkshire Hathaway Annual Report: <a href="http://www.berkshirehathaway.com/letters/2014ltr.pdf">Berkshire</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Article Buffett mentions on Jim Ling: </span><a href="http://www.dmagazine.com/publications/d-magazine/1982/october/jim-ling" style="font-family: Arial, Helvetica, sans-serif;">D Magazine</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Grading Buffett after 50 years: </span><a href="http://fortune.com/2015/02/28/berkshire-after-50-years/" style="font-family: Arial, Helvetica, sans-serif;">Fortune</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett on CNBC: </span><a href="http://www.valueinvestingworld.com/2015/03/warren-buffett-on-cnbc.html" style="font-family: Arial, Helvetica, sans-serif;">Value Investing World</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Berkshire’s acquisition of Kraft:<o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">3G to acquire Kraft: <a href="http://www.bloomberg.com/news/articles/2015-03-25/3g-capital-said-to-be-in-advanced-talks-to-acquire-kraft-foods">Bloomberg</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How Kraft Rolled out the welcome mat: </span><a href="http://www.wsj.com/articles/deal-hungry-brazilians-came-knocking-found-welcome-mat-1427328712" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Kraft and 3G: </span><a href="http://www.wsj.com/articles/kraft-heinz-brands-need-some-catching-up-1427328335" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">“Will own Kraft forever” says Buffett: </span><a href="http://video.cnbc.com/gallery/?video=3000364748" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">3G buying to keep: </span><a href="http://video.cnbc.com/gallery/?video=3000364771" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Kraft Heinz structure: </span><a href="http://video.cnbc.com/gallery/?video=3000364752" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">The Kraft negotiations: </span><a href="http://video.cnbc.com/gallery/?video=3000364744" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <b><span style="font-family: Arial, Helvetica, sans-serif;">Other: <o:p></o:p></span></b></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How to develop your best investment ideas with Josh Brooks of Granite House Capital: <a href="https://www.youtube.com/watch?v=zO0vzvZR-Dc">Youtube</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Wilbur Ross on the housing market and oil prices: </span><a href="http://www.bloomberg.com/news/videos/2015-02-18/opec-playing-game-of-chicken-with-oil-shilling-says" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Highlights from Seth Klarman’s 2014 letter: </span><a href="http://www.bloomberg.com/news/articles/2015-02-13/baupost-sifted-through-energy-carnage-as-bargains-rare" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">More highlights: </span><a href="http://www.valuewalk.com/2015/02/baupost-group-q4-14-letter/" style="font-family: Arial, Helvetica, sans-serif;">Valuewalk</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Baupost sifted through energy companies: </span><a href="http://www.bloomberg.com/news/articles/2015-02-13/baupost-sifted-through-energy-carnage-as-bargains-rare" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai at TiE SoCal: </span><a href="https://www.youtube.com/watch?v=9ovO7PakCUo" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai and Guy Spier Google Talk: </span><a href="https://www.youtube.com/watch?v=EBWWseoqBsc" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Tribute to Donald Keough who lead Coke through the New Coke debacle: </span><a href="http://www.nytimes.com/2015/02/25/business/donald-r-keough-who-led-coca-cola-through-new-coke-debacle-dies-at-88.html?_r=1" style="font-family: Arial, Helvetica, sans-serif;">New York Times</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Tribute to Irving Kahn who lived until 109 and worked under Ben Graham: </span><a href="http://www.bloomberg.com/news/articles/2015-02-26/irving-kahn-investor-who-made-money-in-1929-crash-dies-at-109" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <br /></div> </div> http://www.alexbossert.com/2015/03/march-compilation-of-value-links-from.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-3174033108880955676Fri, 20 Feb 2015 20:09:00 +00002017-02-08T18:53:52.002-06:00<span style="font-family: Arial, Helvetica, sans-serif;"><br /><br />Dear readers,<br /><br /> You are invited to an event I host every year during the Berkshire Hathaway Annual Meeting weekend.<br /> <br /><br /><b> YellowBRKers 2015 details:</b><br /><br /> The 2015 event will be held at the same time and location as in prior years.</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><br />Friday May 1st from 4PM to 7PM</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;"><br />DoubleTree by Hilton Omaha Downtown<br />1616 Dodge Street<br /> Omaha, NE 68102</span><br /> <span style="font-family: Arial, Helvetica, sans-serif;">For more details and registration: <a href="http://www.yellowbrkers.com/">www.Yellowbrkers.com</a><br /><br /> I look forward to seeing you there!<br /> <br />Alex</span>http://www.alexbossert.com/2015/02/invitation-yellowbrkers-meet-and-greet.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-6373604329558312622Tue, 17 Feb 2015 19:56:00 +00002017-02-08T18:54:36.779-06:00<div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">-----------------------------<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Wilbur Ross “Why I’m ready to invest more in Europe.” <a href="http://www.cnbc.com/id/101737841">CNBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Wilbur Ross on Oil: </span><a href="http://video.cnbc.com/gallery/?video=3000349479" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Five Good Questions with Mohnish Pabrai and Guy Spier: </span><a href="http://fivegoodquestions.co/season-1/s1e8" style="font-family: Arial, Helvetica, sans-serif;">Part1</a><span style="font-family: Arial, Helvetica, sans-serif;">, </span><a href="http://fivegoodquestions.co/season-1/s1e9" style="font-family: Arial, Helvetica, sans-serif;">Part2</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Demographics of India are Promising For the Future – Mohnish Pabrai: </span><a href="http://www.btvin.com/videos/watch/10562/%E2%80%9Cdemographics-of-india-promising-for-the-future%E2%80%9D" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg India</a><span style="font-family: Arial, Helvetica, sans-serif;"> and </span><a href="http://www.btvin.com/videos/watch/10563/demystifying-stock-market-investing" style="font-family: Arial, Helvetica, sans-serif;">Part 2</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai's December 2014 talk to Sanjay Bakshi's MDI class: </span><a href="http://www.valueinvestingworld.com/2015/02/mohnish-pabrais-december-2014-talk-to.html" style="font-family: Arial, Helvetica, sans-serif;">Value Investing World</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates’s Big Bet on Reducing Poverty: </span><a href="http://www.bloomberg.com/news/videos/2015-01-22/bill-gates-world-economy-coming-back-somewhat-" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bill and Melinda Gates Foundation Annual Letter: </span><a href="http://www.gatesnotes.com/2015-annual-letter?page=0&amp;lang=en" style="font-family: Arial, Helvetica, sans-serif;">Gates Notes</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bill and Melinda Gates discuss their foundation's work to improve global healthcare and combat poverty: </span><a href="http://www.charlierose.com/watch/60504104" style="font-family: Arial, Helvetica, sans-serif;">Charlie Rose</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Greenlight Capital’s Q4 letter: </span><a href="http://www.marketfolly.com/2014/01/greenlight-capitals-q4-letter-new.html" style="font-family: Arial, Helvetica, sans-serif;">Marketfolly</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Longleaf Partners Q4 Letter: </span><a href="http://longleafpartners.com/sites/default/files/news/ManagementDiscussions4Q2014.pdf?utm_source=Longleaf+Partners+Funds&amp;utm_campaign=e8696b12da-Shareholder_Letter_Available1_21_2015&amp;utm_medium=email&amp;utm_term=0_07a3741126-e8696b12da-55267801" style="font-family: Arial, Helvetica, sans-serif;">Longleaf</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bruce Berkowitz on Sears: </span><a href="http://www.valuewalk.com/2015/02/bruce-berkowitz-sears-lifetime-opportunity/?utm_campaign=trueAnthem:+Trending+Content&amp;utm_content=dQ9Jm0&amp;utm_medium=trueAnthem&amp;utm_source=facebook#!dQ9Jm0" style="font-family: Arial, Helvetica, sans-serif;">Valuewalk</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bank of America B warrants (hint – I own BAC/WS/A in my portfolio. Not the B warrants): </span><a href="http://www.beyondproxy.com/bank-america-favor-b-warrants/" style="font-family: Arial, Helvetica, sans-serif;">Beyond Proxy</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Klarman: What I’ve learned from Warren Buffett: </span><a href="http://www.cnbc.com/id/102398488" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Atul Gawande: The Building Industry’s Strategy for Getting Things Right in Complexity: </span><a href="http://www.farnamstreetblog.com/2015/02/atul-gawande-complexity/" style="font-family: Arial, Helvetica, sans-serif;">Farnam Street</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bill Gates at Davos 2015 – Sustainable Development A Vision for the Future: </span><a href="http://www.valueinvestingworld.com/2015/01/davos-2015-sustainable-development.html" style="font-family: Arial, Helvetica, sans-serif;">Value Investing World</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Highlights of Warren Buffett Interview on Fox Business: </span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/highlights-of-warren-buffett-interview-on-fox-business-february-4-2015/" style="font-family: Arial, Helvetica, sans-serif;">David Kass</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">GMO 4</span><sup style="font-family: Arial, Helvetica, sans-serif;">th</sup><span style="font-family: Arial, Helvetica, sans-serif;"> Quarter letter: </span><a href="http://www.gmo.com/websitecontent/GMO_Quarterly_Letter_4Q14.pdf" style="font-family: Arial, Helvetica, sans-serif;">GMO</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Inside Google’s Secret Lab: </span><a href="http://www.grahamanddoddsville.net/wordpress/?p=1819" style="font-family: Arial, Helvetica, sans-serif;">Graham and Doddsville</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <br /></div> http://www.alexbossert.com/2015/02/february-compilation-of-value-links.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-6315753847024963531Wed, 31 Dec 2014 20:34:00 +00002017-02-08T18:55:30.064-06:00<div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my weekly compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex<o:p></o:p></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div> <span style="font-family: Arial, Helvetica, sans-serif;">-----------------------------------------------------</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Guy Spier on Investing and Life: <a href="https://www.youtube.com/watch?v=rZj1CXedQHQ&amp;feature=em-subs_digest">Marketfolly</a><o:p></o:p></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Five questions for Pabrai and Spier: </span><a href="http://fivegoodquestions.wistia.com/medias/wors934gnv" style="font-family: Arial, Helvetica, sans-serif;">Fivegoodquestions</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">2014 Pabrai Funds Notes: </span><a href="http://bitsbusiness.com/investing-2/pabrai-investment-funds-annual-meeting-notes-2014/" style="font-family: Arial, Helvetica, sans-serif;">Bitsbusiness</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai talk at Boston College: </span><a href="https://www.youtube.com/watch?v=dnS5xWIxo1I" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai Barrons interview on Bank of America, Citi, Google and Hyundai: </span><a href="http://online.barrons.com/articles/buffett-disciple-mohnish-pabrai-on-bank-of-america-citi-google-and-hyundai-1418128642" style="font-family: Arial, Helvetica, sans-serif;">Barrons</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Mohnish Pabrai at the Economic News of India: </span><a href="http://economictimes.indiatimes.com/et-now/experts/aware-of-the-intrinsic-value-of-all-invsts-made/videoshow/45686622.cms" style="font-family: Arial, Helvetica, sans-serif;">Economic Times</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Q&amp;A with Warren Buffett at the Forbes 400 Philanthropy Summit: </span><a href="https://www.youtube.com/watch?v=eRHRFR4-Cck&amp;feature=youtu.be" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire Hathaway acquires Charter Brokerage: </span><a href="http://finance.yahoo.com/news/berkshire-hathaway-inc-acquires-charter-220000293.html" style="font-family: Arial, Helvetica, sans-serif;">Yahoo Finance</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Susan Decker on what its like to be on Berkshire’s board: </span><a href="http://www.bizjournals.com/sanfrancisco/blog/2014/12/warren-buffett-berkshire-hathaway-susan-decker.html?page=all" style="font-family: Arial, Helvetica, sans-serif;">Bizjournals</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">What Tom Murphy taught Warren Buffett: </span><a href="http://qz.com/273797/tom-murphy-taught-warren-buffett-how-to-manage-a-company/" style="font-family: Arial, Helvetica, sans-serif;">Quartz</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Charlie Munger 2008 Caltech lecture: </span><a href="https://www.youtube.com/watch?v=4ibabROYccs" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks on Investing in Russia: </span><a href="http://www.bloomberg.com/video/investment-strategy-oaktree-s-marks-on-russia-markets-7hsbr1puT32ePy0aaOSyNA.html" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks memo : The Lessons of Oil: </span><a href="http://www.oaktreecapital.com/MemoTree/The%20Lessons%20of%20Oil.pdf" style="font-family: Arial, Helvetica, sans-serif;">OakTree</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">NYSSA interviews William Thorndike of The Outsiders: </span><a href="https://www.youtube.com/watch?v=b9ehxwd2e_o" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Larry Cunningham: Berkshire and Buffett Today: Culture, Control, and the Duracell Deal: </span><a href="http://www.beyondproxy.com/berkshire-and-buffett-today/" style="font-family: Arial, Helvetica, sans-serif;">Beyondproxy</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Value Investor Insight interview with Keith Trauner and Larry Pitkowski: </span><a href="http://www.goodhavenfunds.com/media/pdfs/ValueInvestor103114.pdf" style="font-family: Arial, Helvetica, sans-serif;">Value Investor Insight</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">“Dream, People, Culture”: Carlos Brito, CEO of Anheuser-Busch InBev: </span><a href="http://www.valueinvestingworld.com/2014/11/dream-people-culture-carlos-brito-ceo.html" style="font-family: Arial, Helvetica, sans-serif;">Value Investing World</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Discussion of Henry Singelton’s business success: </span><a href="http://seekingalpha.com/instablog/315877-the-manual-of-ideas/30189-the-manual-of-ideas-on-business-leader-henry-singleton-founder-of-teledyne-audio" style="font-family: Arial, Helvetica, sans-serif;">Seeking Alpha</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Leon Cooperman presenting on the strategies of Henry Singelton: </span><a href="http://videos.nyssa.org/a-case-study-in-financial-brilliance-dr-henry-e-singleton-of-teledyne-inc" style="font-family: Arial, Helvetica, sans-serif;">NYSSA</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Henry Singleton in Forbes magazine 1979: </span><a href="http://www.scribd.com/doc/18173672/fs1979" style="font-family: Arial, Helvetica, sans-serif;">Forbes</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Joel Greenblatt on Wealthtrack: </span><a href="https://www.youtube.com/watch?v=RberiI92oYw" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Graham-Newman Letters to partners 1946-1958: </span><a href="http://www.rbcpa.com/benjamin_graham/Graham-Newman_letters.html" style="font-family: Arial, Helvetica, sans-serif;">RBCPA</a></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett’s 2014 letter to Berkshire’s top managers: </span><a href="http://blogs.wsj.com/moneybeat/2014/12/19/buffett-reminds-his-top-managers-reputation-is-everything/?mod=WSJBlog" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNormal"> <br /></div> http://www.alexbossert.com/2014/12/weekly-compilation-of-value-links.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-7424752349586912944Mon, 17 Nov 2014 21:23:00 +00002017-02-08T18:57:32.139-06:00<span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> </span><br /> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my weekly compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">-----------------------------------------<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Google Talks featuring Larry Cunningham author of: Berkshire Beyond Buffett”: <a href="https://www.youtube.com/watch?v=Gm_fVFNx4VU">Youtube</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Notes from the Capitalize For Kids Sohn Canada 2014 featuring Ainslie, Adrangi, Gottfried, Akre etc: </span><a href="http://www.marketfolly.com/2014/10/capitalize-for-kids-sohn-canada-notes.html" style="font-family: Arial, Helvetica, sans-serif;">Marketfolly</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Atul Gawande on his book: “Being Mortal: Medicine and What Matters in the End”: </span><a href="http://www.charlierose.com/watch/60466878" style="font-family: Arial, Helvetica, sans-serif;">Charlie Rose</a><span style="font-family: Arial, Helvetica, sans-serif;"> and at the </span><a href="http://www.aspeninstitute.org/about/blog/atul-gawande-being-mortal-medicine-and-what-matters-in-the-end" style="font-family: Arial, Helvetica, sans-serif;">Aspen Institute</a></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="color: #222222; font-family: Arial, Helvetica, sans-serif;">Tracy Britt Cool in Fortune Magazine: </span><a href="http://fortune.com/2014/10/30/tracy-britt-cool/?utm_content=bufferc39fe&amp;utm_medium=social&amp;utm_" style="font-family: Arial, Helvetica, sans-serif;">Fortune</a></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="color: #222222; font-family: Arial, Helvetica, sans-serif;">Advice from Tracy Britt Cool: </span><a href="http://www.cnbc.com/id/102137315?trknav=homestack:topnews:3" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Sandy Gottesman talking about long time friend Warren Buffett: </span><a href="http://www.bloomberg.com/news/2014-10-29/buffett-s-friend-gottesman-says-don-t-count-on-another-berkshire.html?cmpid=yhoo" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">David Enhorn on CNBC talking about opportunities he is finding: </span><a href="http://video.cnbc.com/gallery/?video=3000321900&amp;play=1" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a><span style="font-family: Arial, Helvetica, sans-serif;">, His short thesis on AthenaHealth (</span><a href="http://video.cnbc.com/gallery/?video=3000322168&amp;play=1" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a><span style="font-family: Arial, Helvetica, sans-serif;">), Apple is firing on all cylinders (</span><a href="http://video.cnbc.com/gallery/?video=3000322151&amp;play=1" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a><span style="font-family: Arial, Helvetica, sans-serif;">), People are misunderstanding SunEdison (</span><a href="http://video.cnbc.com/gallery/?video=3000322195&amp;play=1" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a><span style="font-family: Arial, Helvetica, sans-serif;">)</span></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Kyle Bass on his investment in General Motors: </span><a href="http://video.cnbc.com/gallery/?video=3000322710&amp;play=1" style="font-family: Arial, Helvetica, sans-serif;">CNBC</a></div> <div class="MsoNormal" style="background: white; margin-bottom: 0.0001pt;"> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire Hathaway’s wind investments: </span><a href="http://online.wsj.com/articles/buffett-puts-wind-in-berkshires-sails-1414084146?mod=WSJ_hp_RightTopStories&amp;cb=logged0.3565409663133323" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Interview of Lee Carroll, CEO of Berkshire Hathaway Specialty Insurance: </span><a href="http://www.businessinsurance.com/article/20141028/NEWS06/141029828" style="font-family: Arial, Helvetica, sans-serif;">Business Insider</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Michael Lewsi on the 25</span><sup style="font-family: Arial, Helvetica, sans-serif;">th</sup><span style="font-family: Arial, Helvetica, sans-serif;"> anniversary of Liar’s poker: </span><a href="http://www.charlierose.com/watch/60467555" style="font-family: Arial, Helvetica, sans-serif;">Charlie Rose</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Elon musk speaks about Tesla and SpaceX at Vanity Fair’s New Establishment Summit: </span><a href="https://www.youtube.com/watch?v=fPsHN1KyRQ8" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett’s 6 best investments of all time: </span><a href="http://fortune.com/2014/10/31/warren-buffett-best-investments/?utm_content=buffer40253&amp;utm_medium=social&amp;utm_source=facebook.com&amp;utm_campaign=buffer" style="font-family: Arial, Helvetica, sans-serif;">Fortune</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Notes from Sohn Conference San Francisco: </span><a href="http://www.marketfolly.com/2014/10/sohn-conference-san-francisco-2014.html" style="font-family: Arial, Helvetica, sans-serif;">Marketfolly</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Interview of Google co-founder and CEO Larry Page: </span><a href="http://www.ft.com/intl/cms/s/2/3173f19e-5fbc-11e4-8c27-00144feabdc0.html?ftcamp=published_links%2Frss%2Fhome_us%2Ffeed%2F%2Fproduct#axzz3Hxvm6BYX" style="font-family: Arial, Helvetica, sans-serif;">Financial Times</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">How Berkshire’s Brooks Running Shoes plans to become a billion dollar brand: </span><a href="http://fortune.com/2014/10/31/how-buffetts-brooks-running-plans-to-become-a-1-billion-brand/" style="font-family: Arial, Helvetica, sans-serif;">Fortune</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Julian Robertson on the three most important things in investing: <a href="http://www.marketfolly.com/2014/11/julian-robertsons-3-most-important.html">Marketfolly</a>, thoughts on the bond bubble (<a href="http://www.marketfolly.com/2014/11/julian-robertsons-3-most-important.html">Bloomberg</a>), Asia is a golden place for hedge funds (<a href="http://www.bloomberg.com/video/robertson-asia-golden-place-to-be-for-hedge-funds-PyNhS9wkR4CfhThNSkFKXQ.html">Bloomberg</a>) and Japan’s economy needs more juice (<a href="http://www.bloomberg.com/video/julian-robertson-run-ye-on-currencies-bonds-boj-policy-j5TP5ghJTfGviYwNjxbiEw.html">Bloomberg</a>)<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Bruce Berkowitz on managing risk and reward: </span><a href="https://www.youtube.com/watch?v=UEfbUBzZbR4" style="font-family: Arial, Helvetica, sans-serif;">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Donald Graham speaks about Warren Buffett and Berkshire Hathaway: </span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/don-grahams-insights-into-warren-buffett-and-berkshire-hathaway/" style="font-family: Arial, Helvetica, sans-serif;">David Kass</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Profile of Larry Cunningham’s “Berkshire Beyond Buffett”: </span><a href="http://blogs.wsj.com/moneybeat/2014/10/26/what-will-set-warren-buffetts-company-apart-when-hes-gone/" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett’s recent acquisitions of capital intensive companies: </span><a href="http://blogs.wsj.com/moneybeat/2014/11/11/buffett-not-a-fan-of-capital-heavy-firms-spends-12b-on-them-in-2014/" style="font-family: Arial, Helvetica, sans-serif;">WSJ</a></div> <div class="MsoNoSpacing"> <span style="background-color: white; font-family: Arial, Helvetica, sans-serif;">Old files from Walter Schloss surface: </span><a href="http://www.valuewalk.com/2014/10/value-investor-walter-schloss/" style="font-family: Arial, Helvetica, sans-serif;">Valuewalk</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett’s BNSF bet is paying off: </span><a href="http://www.bloomberg.com/news/2014-11-10/buffett-s-15-billion-from-bnsf-show-railroad-came-cheap.html" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">John Malone and his use of tax breaks: </span><a href="http://www.bloomberg.com/news/2014-11-03/malone-gained-double-tax-break-in-liberty-address-shift.html" style="font-family: Arial, Helvetica, sans-serif;">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Will Thorndike on when share buybacks are a good idea: </span><a href="https://hbr.org/2014/11/when-stock-buybacks-are-not-a-waste-of-money/" style="font-family: Arial, Helvetica, sans-serif;">Harvard Business Review</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Berkshire to acquire Duracell : </span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/berkshire-hathaway-to-acquire-duracell-from-procter-gamble/" style="font-family: Arial, Helvetica, sans-serif;">David Kass blog</a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">What was bought and sold in Berkshire’s portfolio in the 3</span><sup style="font-family: Arial, Helvetica, sans-serif;">rd</sup><span style="font-family: Arial, Helvetica, sans-serif;"> quarter: </span><a href="http://blogs.rhsmith.umd.edu/davidkass/uncategorized/major-changes-to-berkshires-portfolio-in-third-quarter-2014/" style="font-family: Arial, Helvetica, sans-serif;">David Kass Blog</a></div> <span style="font-family: Arial, Helvetica, sans-serif;">What successful fund managers were buying in selling in the third quarter: </span><a href="http://www.dataroma.com/m/home.php" style="font-family: Arial, Helvetica, sans-serif;">Dataroma</a><br /> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <br /></div> http://www.alexbossert.com/2014/11/here-is-my-weeklycompilation-of-most.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-1900240096756365719Tue, 28 Oct 2014 17:10:00 +00002017-02-08T18:58:31.445-06:00<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my weekly compilation of the most interesting topics from around the web.<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex<o:p></o:p></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal" style="background: white; line-height: 14.2pt; margin-bottom: .0001pt; margin-bottom: 0in;"> <span style="font-family: Arial, Helvetica, sans-serif;">---------------------------------------<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett’s 1966 investment in Walt Disney: <a href="http://basehitinvesting.com/some-thoughts-on-investment-strategies-and-buffetts-1966-disney-investment/">Base Hit Investing</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett’s 1983 acquisition of Nebraska Furniture Mart: <a href="http://www.valueinvestingworld.com/2014/10/nebraska-furniture-mart-net-net-and-4x.html">Value Investing World</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Graham and Doddsville Newsletter Fall Edition: <a href="http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville_Issue%2022_Fall%202014.pdf">Columbia</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Tracy Britt named CEO of the Pampered Chef: <a href="http://www.bloomberg.com/news/2014-10-27/buffett-s-assistant-cool-named-ceo-of-pampered-chef-unit-1-.html">Bloomberg</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">John Malone interview compilation: <a href="https://www.youtube.com/watch?v=1apXgZSQNQ0">Youtube</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffet’s stock pickers Todd Combs and Ted Weschler: <a href="http://fortune.com/2014/10/14/buffett-proteges-ted-weschler-todd-combs/?xid=nl_termsheet">Fortune</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Capital In The 21^st Century: <a href="http://www.gatesnotes.com/Books/Why-Inequality-Matters-Capital-in-21st-Century-Review">The Gates Notes</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett cuts Tesco stake: <a href="http://www.bloomberg.com/news/2014-10-16/buffett-cuts-tesco-stake-after-saying-the-holding-was-mistake-.html">Bloomberg</a> and <a href="http://online.wsj.com/articles/warren-buffetts-berkshire-hathaway-reduces-stake-in-tesco-1413453960">WSJ</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Larry Van Tuyl on the sale of his business to Buffett: <a href="http://www.autonews.com/article/20141013/OEM02/141019958/exit-strategy-on-buffett-deal-not-so-fast-says-larry-van-tuyl">Automotive News</a></span></div> <span style="font-family: Arial, Helvetica, sans-serif;">Great Investors Best Ideas Dallas 2014 Notes from Perry, Einhorn, Ackman etc: <a href="http://www.marketfolly.com/2014/10/great-investors-best-ideas-dallas-2014.html">Market Folly</a></span><br /> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <br /></div> http://www.alexbossert.com/2014/10/weekly-compilation-of-value-links-oct_28.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-2896973117200548378Mon, 13 Oct 2014 18:33:00 +00002017-02-08T18:58:55.468-06:00<div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Here is my weekly compilation of the most interesting topics from around the web.</span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Feel free to reach out with questions or comments,<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Alex<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">---------------------------------------<o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Joel Greenblatt interview on CNBC – September 23^rd: <a href="http://video.cnbc.com/gallery/?video=3000313190&amp;play=1">CNBC</a><o:p></o:p></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett transcript discussing the Van Tuyl Group on CNBC Oct 5^th: <a href="http://www.cnbc.com/id/102057905">CNBC</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett interview with Carol Loomis at the Fortune Most Powerful Women’s Conference: <a href="https://www.youtube.com/watch?v=cSU3y0N60XU&amp;list=PLS8YLn_6PU1lYk7pQMJGAjuLMbQlFRqM_">Link</a> and a video of him signing to 400 women: <a href="http://fortune.com/video/2014/10/07/warren-buffett-sings-sinatra-to-400-women/?utm_content=bufferddca1&amp;utm_medium=social&amp;utm_source=facebook.com&amp;utm_campaign=buffer">Link</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett rolls out the Berkshire Hathaway Brand: <a href="http://www.cnbc.com/id/102081285?trknav=homestack:topnews:1">CNBC</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Buffett says getting a mortgage is a ‘No-brainer’: <a href="http://www.bloomberg.com/news/2014-10-07/buffett-says-no-brainer-to-get-mortgage-to-short-rates.html">Bloomberg</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Walter Schloss interview in OID from March 1989 with a letter from Warren Buffett: <a href="https://www.dropbox.com/s/sxc1er1qktt87ze/Walter%20Schloss%20-%20OID%20Interview.pdf?dl=0">Link</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Guy Spier discussing his new book The Education of a Value Investor: <a href="http://www.valueconferences.com/2014/10/eoavi/">ValueConferences</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Peter Buffett in the Washington Post October 10^th: <a href="http://www.washingtonpost.com/lifestyle/style/peter-buffett-shows-that-even-the-son-of-a-billionaire-can-pull-up-those-bootstraps/2014/10/09/ccee7b20-4fcd-11e4-babe-e91da079cb8a_story.html">Washington Post</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Notes of Charlie Munger’s Daily Journal Meeting from Phil Demuth of Forbes: <a href="http://www.forbes.com/sites/phildemuth/2014/10/08/charlie-munger-and-the-2014-daily-journal-annual-meeting-part-four/">Part 1</a>, <a href="http://www.forbes.com/sites/phildemuth/2014/09/25/charlie-munger-and-the-2014-daily-journal-annual-meeting-part-two/">Part 2</a>, <a href="http://www.forbes.com/sites/phildemuth/2014/10/01/charlie-munger-and-the-2014-daily-journal-annual-meeting-part-three/">Part 3</a>, <a href="http://www.forbes.com/sites/phildemuth/2014/10/08/charlie-munger-and-the-2014-daily-journal-annual-meeting-part-four/">Part 4</a>.</span></div> <span style="font-family: Arial, Helvetica, sans-serif;">Interview with Prem Watsa with Chennai: <a href="http://chennai36.iitm.ac.in/the-only-way-was-to-go-up-prem-watsas-interview-with-chennai36-part-1/">Part 1</a>, <a href="http://chennai36.iitm.ac.in/what-the-mind-can-conceive-the-mind-can-achieve-prem-watsa-interview-with-chennai-36-part-2/">Part 2</a>.&nbsp;</span><br /> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif; font-size: 12.0pt; mso-bidi-font-size: 11.0pt;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: &quot;arial&quot; , &quot;sans-serif&quot;; font-size: 12.0pt;"><br /></span></div> http://www.alexbossert.com/2014/10/weekly-compilation-of-value-links-oct.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-964461960631040117Fri, 03 Oct 2014 20:52:00 +00002017-02-08T19:00:46.960-06:00<div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffett buys Van Tuyl Group: <a href="http://www.berkshirehathaway.com/news/OCT0214.pdf"><span style="color: windowtext;">Berkshire Press Release</span></a>, <a href="http://blogs.wsj.com/moneybeat/2014/10/02/buffett-nabs-car-dealership-as-first-step-into-fragmented-market/"><span style="color: windowtext;">WSJ</span></a>, <a href="http://online.wsj.com/articles/berkshire-to-buy-car-dealership-group-1412253366"><span style="color: windowtext;">WSJ2</span></a></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Segment on CNBC – October 2nd: <o:p></o:p></span></div> <div class="MsoNoSpacing"> <a href="http://video.cnbc.com/gallery/?video=3000316538"><span style="font-family: Arial, Helvetica, sans-serif;">Berkshire to buy Van Tuyl Group: Buffett</span></a></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316580">It only takes one conversation with Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316539">Outlook on car sales promising</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316540">Allianz CEO steps down</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316560">Buffett buying stocks and businesses</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316551">Coca-Cola's new pay plan makes great sense: Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316561">We don't look at macro factors: Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316562">Burger King deal not tax motivated: Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316563">US tax code should be changed: Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316564">Moynihan cleaned up a lot of problems: Buffett</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316565">Buffett's million dollar hedge fund bet</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Warren Buffet Admits Tesco was a huge mistake: <span style="color: windowtext;"><a href="http://www.bbc.com/news/business-29457053">BBC News</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span> <span style="font-family: Arial, Helvetica, sans-serif;">Ray Dalio on CNBC:&nbsp;</span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background: white; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://video.cnbc.com/gallery/?video=3000316162&amp;play=1">Totally honest with Ray Dalio</a></span></span></div> <div class="MsoNoSpacing"> <span style="background: white;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://www.cnbc.com/id/15840232/?video=3000316190&amp;play=1">How to work with a jerk</a></span></span></span></div> <div class="MsoNoSpacing"> <span style="background: white;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; color: windowtext; font-family: Arial, Helvetica, sans-serif;"><a href="http://www.cnbc.com/id/102048790">Fed caution about rate hike right move: Ray Dalio</a></span></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNoSpacing"> <span style="background: white;"><span style="font-family: Arial, Helvetica, sans-serif;">Ray Dalio on Bloomberg: <span style="color: windowtext;"><a href="http://www.bloomberg.com/video/bloomberg-dalio-discuss-business-strategies-M6u95z7eQ0ek0oO24Zb3hQ.html">Link</a></span></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white;">Julian Robertson on the bond bubble, hedge funds and PE: </span><span style="background-color: white;"><a href="http://www.bloomberg.com/video/julian-robertson-william-conway-markets-private-equity-JJTQxqmoS4erFLS7TRmczA.html">Bloomberg</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;">Leon Cooperman and Howard Marks on Bloomberg: <span style="color: windowtext;"><a href="http://www.bloomberg.com/video/leon-cooperman-howard-marks-on-investment-strategy-5QmlY8ZOQVGi1UaD7v89zA.html">Link</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: small;">Bill Gates on Ebola, Microsoft, Bitcoin and the foundation: </span><span style="color: windowtext;"><a href="http://www.valuewalk.com/2014/10/bill-gates-talks-ebola-msft-bitcoin-video/">ValueWalk</a></span></span></div> <div class="MsoNoSpacing"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;"><br /></span></div> http://www.alexbossert.com/2014/10/the-best-from-web-weekly-value-links.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-4607013763120225526Tue, 23 Sep 2014 17:06:00 +00002017-02-08T19:01:18.217-06:00<div class="MsoNoSpacing"> <span style="font-family: &quot;arial&quot; , &quot;helvetica&quot; , sans-serif;">Notes from Charlie Mungers Daily Journal Annual Meeting held September 10^th 2014 from <a href="http://www.marketfolly.com/2014/09/notes-from-charlie-mungers-daily.html" target="_blank">Marketfolly</a>, <a href="http://www.valuewalk.com/2014/09/full-notes-charlie-munger-djco/" target="_blank">Valuewalk</a>, <a href="http://www.forbes.com/sites/phildemuth/2014/09/19/charlie-munger-and-the-2014-daily-journal-annual-meeting-a-fans-notes/?partner=yahootix" target="_blank">Forbes</a> and <a href="http://boards.fool.com/here-are-my-notes-from-yesterday-welcome-to-31407180.aspx?sort=postdate" target="_blank">Motleyfool</a></span></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Seth Klarman’s recent letter to investors: </span><a href="http://www.valuewalk.com/2014/09/seth-klarman-cautions-against-the-bubble-in-complacency/" style="font-family: arial, helvetica, sans-serif;" target="_blank">Valuewalk</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Andy Kilpatrick released an expanded edition of his book Of Permanent Value: </span><a href="http://www.amazon.com/Permanent-Value-Warren-Buffett-Endless/dp/1578649188/ref=sr_1_1?s=books&amp;ie=UTF8&amp;qid=1410812020&amp;sr=1-1&amp;keywords=Of+Permanent+Value%3A+The+Story+of+Warren+Buffett%2F2014+Endless+extra+Edition" style="font-family: arial, helvetica, sans-serif;" target="_blank">Amazon</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Warren Buffet places his first sports bet in Las Vegas: </span><a href="http://www.cnbc.com/id/102000914" style="font-family: arial, helvetica, sans-serif;" target="_blank">CNBC</a><span style="font-family: arial, helvetica, sans-serif;">, </span><a href="http://www.thepostgame.com/blog/spread-sheet/201409/warren-buffett-nebraska-cornhuskers-football" style="font-family: arial, helvetica, sans-serif;" target="_blank">The Post Game</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Global valuation figures by country: </span><a href="http://www.starcapital.de/research/stockmarketvaluation" style="font-family: arial, helvetica, sans-serif;" target="_blank">Star Capital</a></div> <span style="font-family: arial, helvetica, sans-serif;">Coverage of the turmoil at Benjamin Moore: </span><a href="http://fortune.com/2014/09/17/warren-buffett-benjamin-moore/" style="font-family: arial, helvetica, sans-serif;" target="_blank">Fortune</a><br /> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Whitney Tilson’s thoughts on Berkshire Hathaway’s valuation: </span><a href="http://www.tilsonfunds.com/BRK.pdf" style="font-family: arial, helvetica, sans-serif;" target="_blank">Tilson Funds</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Mohnish Pabrai’s talk at Pan IIT Canada: </span><a href="https://www.youtube.com/watch?v=G3wgTwyLpgQ&amp;app=desktop&amp;noredirect=1" style="font-family: arial, helvetica, sans-serif;" target="_blank">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;">Authors@ Google talk by Guy Spier: </span><a href="https://www.youtube.com/watch?v=ifDCmRBElPY" style="font-family: arial, helvetica, sans-serif;" target="_blank">Youtube</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;"><br /></span> <span style="font-family: arial, helvetica, sans-serif;">Wells Fargo CEO John Stumpf spoke at the NPC Press Club on banking, the economy and his relationship with Warren Buffett: </span><a href="http://press.org/events/npc-luncheon-john-stumpf-ceo-wells-fargo-co" style="font-family: arial, helvetica, sans-serif;" target="_blank">National Press Club</a><span style="font-family: arial, helvetica, sans-serif;">, </span><a href="http://www.bloomberg.com/news/2014-09-17/buffett-s-salty-steak-draws-warning-from-wells-fargo-ceo.html" style="font-family: arial, helvetica, sans-serif;" target="_blank">Bloomberg</a></div> <div class="MsoNoSpacing"> <span style="font-family: arial, helvetica, sans-serif;"><br /></span> <span style="font-family: arial, helvetica, sans-serif;">Buffett, Blankfein and Bloomberg on small business: </span><a href="http://www.bloomberg.com/video/buffett-blankfein-bloomberg-synder-small-businesses-a_r7nL5gTuaULgxzGwD3~w.html" style="font-family: arial, helvetica, sans-serif;" target="_blank">Bloomberg</a></div> http://www.alexbossert.com/2014/09/the-best-from-web-weekly-value-links_23.htmlnoreply@blogger.com (Alex Bossert)tag:blogger.com,1999:blog-1099403008521058632.post-5945161190409231020Fri, 12 Sep 2014 19:10:00 +00002017-02-08T19:01:53.524-06:00<span style="font-family: Arial, Helvetica, sans-serif;">Interview with Joel Greenblatt in Barrons: (<a href="http://online.barrons.com/news/articles/SB50001424127887324616904580108330021565828" target="_blank">Link</a>)</span><br /> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Interview with Wilbur Ross in Outlook Business: (<a href="http://www.outlookbusiness.com/article_v3.aspx?artid=283879" target="_blank">Link</a>)&nbsp;</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Howard Marks Memo to Oaktree Clients: (<a href="http://oaktreecapital.com/MemoTree/Risk%20Revisited.pdf" target="_blank">Link</a>)&nbsp;</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Charlie Munger’s Letters to shareholders of Blue Chips Stamps 1978-1982. Compiled by Max Olson:</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Blue Chip Stamps financials: (<a href="https://docs.google.com/spreadsheets/d/1M_pui2-0EDdvo4ndIVbBJ-UrwpCQ9gpuo1dkP2WWWYo/edit#gid=0" target="_blank">Link</a>) &nbsp;and&nbsp;letters: (<a href="http://www.scribd.com/doc/237423944/Charlie-Munger-s-Blue-Chip-Stamps-Shareholder-Letters-1978-1982" target="_blank">Link</a>)&nbsp;</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Jason Zweig interviewed Charlie Munger after the Daily Journal annual meeting on September 10^th: (<a href="http://blogs.wsj.com/moneybeat/2014/09/12/the-secrets-of-berkshire-hathaways-success-an-interview-with-charlie-munger/" target="_blank">Link</a>) and the second article (<a href="http://blogs.wsj.com/moneybeat/2014/09/12/a-fireside-chat-with-charlie-munger/" target="_blank">Link2</a>)<o:p></o:p></span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">More coverage of the Daily Journal meeting from Noah Buhayar at Bloomberg: (<a href="http://www.bloomberg.com/news/2014-09-11/munger-hosts-groupies-mocks-wall-street-praises-buffett.html" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Notes from the Value Investing Congress in NYC: (<a href="http://www.marketfolly.com/2014/09/value-investing-congress-notes-new-york.html" target="_blank">Link</a>) and (<a href="http://www.valuewalk.com/2014/09/value-investing-congress-presentations-2/?" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">“How Guy Spier Evolved Into a Great Investor” on Bloomberg Radio: (<a href="http://www.valuewalk.com/2014/09/guy-spier-buffett-bloomberg/?utm_content=buffer5880e&amp;utm_medium=social&amp;utm_source=facebook.com&amp;utm_campaign=buffer" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Third Avenue Funds 3Q 2014 Shareholder Letter: (<a href="http://www.thirdave.com/commentary/third-avenue-funds-3q-2014-shareholder-letters-2/" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Salman Khan – The Learning Myth: Why I’ll Never Tell My Son He’s Smart: (<a href="https://www.khanacademy.org/about/blog/post/95208400815/the-learning-myth-why-ill-never-tell-my-son-hes" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">So Bill gates Has This Idea for a History Class (New York Times):&nbsp;(<a href="http://www.nytimes.com/2014/09/07/magazine/so-bill-gates-has-this-idea-for-a-history-class.html?_r=0" target="_blank">Link</a>)</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;">Excerpts from Baupost’s Q2 Letter to Investors: (<a href="http://www.valuewalk.com/2014/09/baupost-klarman-letters/" target="_blank">Link</a>)&nbsp;</span></div> <div class="MsoNormal"> <span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span><br /> <span style="font-family: &quot;times&quot; , &quot;times new roman&quot; , serif;"><br /></span></div> http://www.alexbossert.com/2014/09/the-best-from-web-weekly-value-links.htmlnoreply@blogger.com (Alex Bossert)