Money and Finance
Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK)
Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK)
Keep It Simple (LINK)
Weston Hicks' 2015 Annual Letter to Alleghany shareholders [H/T Will] (LINK)
On the impacts of the China's presence in Latin America (LINK)
Videos from The New Yorker Festival 2015 (LINK)
Quote of the day [H/T Lewis Johnson]: “In reading the lives of great men, I found that the first victory they won was over themselves... self-discipline with all of them came first.” - Harry S. Truman
- Links
Martin Capital Management 2015 Annual Report [H/T Mike] (LINK) Bill Gates' latest 'Ask Me Anything' [H/T Will] (LINK) Buffett expert Bob Miles: Why I’ve been buying Berkshire shares lately [H/T Linc] (LINK) Five Good Questions for Mebane...
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Warren Buffett on CNBC... Links to videos: Warren Buffett: Bought IBM in 1st & 3rd quarter Warren Buffett: Never go below $20B cash Warren Buffett talks Phillips 66 stake Buffett: BofA's Moynihan should be CEO & Chair Warren...
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...
Money and Finance
Links
Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK)
Related book: It's Earnings That CountWhat Buffett and Seth Klarman Say About EBITDA (LINK)
Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK)
Keep It Simple (LINK)
Weston Hicks' 2015 Annual Letter to Alleghany shareholders [H/T Will] (LINK)
On the impacts of the China's presence in Latin America (LINK)
Videos from The New Yorker Festival 2015 (LINK)
Quote of the day [H/T Lewis Johnson]: “In reading the lives of great men, I found that the first victory they won was over themselves... self-discipline with all of them came first.” - Harry S. Truman
- Links
Martin Capital Management 2015 Annual Report [H/T Mike] (LINK) Bill Gates' latest 'Ask Me Anything' [H/T Will] (LINK) Buffett expert Bob Miles: Why I’ve been buying Berkshire shares lately [H/T Linc] (LINK) Five Good Questions for Mebane...
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Warren Buffett on CNBC... Links to videos: Warren Buffett: Bought IBM in 1st & 3rd quarter Warren Buffett: Never go below $20B cash Warren Buffett talks Phillips 66 stake Buffett: BofA's Moynihan should be CEO & Chair Warren...
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...