Money and Finance
How To Find Intelligent Fanatic CEOs Early (LINK)
Culture Eats Strategy: Nucor’s Ken Iverson on Building a Different Kind of Company (LINK)
The Absolute Return Letter - January 2016 (LINK)
When tarantulas grow blue hair (LINK)
Investing book of the day: The Zulu Principle
- 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
East Coast Asset Management 2015 Letter - Twin Lights (LINK) [Chris Begg's letters are always one of my favorite reads, and this particular letter even more so, as I think the insights discussed relating to business culture are both important and...
- The Question Warren Buffett Used To Ask Every Ceo...
From Charlie Munger: The Complete Investor: Munger is a believer in the investment approaches and ideas of Philip Fisher. Fisher was a successful investor based in California who wrote an influential book entitled Common Stocks and Uncommon Profits,...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
Michael Lewis on Charlie Rose discussing Flash Boys, one year after publication (video) (LINK) How to Succeed in Life, the Warren Buffett Way (LINK) Things You Didn’t Know About Buffett’s Strategy (LINK) Warren Buffett and 3G May Have One Barrier...
Money and Finance
Links
How To Find Intelligent Fanatic CEOs Early (LINK)
Culture Eats Strategy: Nucor’s Ken Iverson on Building a Different Kind of Company (LINK)
Related book: Plain Talk: Lessons from a Business Maverick
Related previous post: The importance of cultureMohnish Pabrai: Bubbles - Past, Present and Future (video) [H/T ValueWalk] (LINK)
The Absolute Return Letter - January 2016 (LINK)
When tarantulas grow blue hair (LINK)
Investing book of the day: The Zulu Principle
Investing quote of the day: "...once an outstanding management has proven itself and fundamental conditions have not changed, shares should never be sold just because the stock has had a huge rise and may seem temporarily high priced." -Phil Fisher (Common Stocks and Uncommon Profits and Other Writings)
- 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
East Coast Asset Management 2015 Letter - Twin Lights (LINK) [Chris Begg's letters are always one of my favorite reads, and this particular letter even more so, as I think the insights discussed relating to business culture are both important and...
- The Question Warren Buffett Used To Ask Every Ceo...
From Charlie Munger: The Complete Investor: Munger is a believer in the investment approaches and ideas of Philip Fisher. Fisher was a successful investor based in California who wrote an influential book entitled Common Stocks and Uncommon Profits,...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
Michael Lewis on Charlie Rose discussing Flash Boys, one year after publication (video) (LINK) How to Succeed in Life, the Warren Buffett Way (LINK) Things You Didn’t Know About Buffett’s Strategy (LINK) Warren Buffett and 3G May Have One Barrier...