Money and Finance
TEDx Talk - The (ab)surd golden ratio | Robb Enzmann (video) (LINK)
The Guinness Brewer Who Revolutionized Statistics [H/T @mjmauboussin] (LINK)
A Seismic Shift in How People Eat (LINK)
Slack and the State of Technology at the End of 2015 (LINK)
Quote of the day, from Warren Buffett commenting in his 1990 letter on Berkshire's non-insurance operations [H/T @Sanjay__Bakshi]: "Our extraordinary returns flow from outstanding operating managers, not fortuitous industry economics."
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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...
- Links
CNBC transcript of Warren Buffett on 'Squawk Box' yesterday (LINK) And in case anyone is interested in reviewing Warren Buffett's CNBC appearance back around the market lows on March 9, 2009 (LINK) Reassessing Berkshire’s Insurance Operations...
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The 4th edition, and 20th anniversary, of Lawrence Cunningham's The Essays of Warren Buffett is now available. The Effect of Scale in Social Science, or Why Utopia Doesn’t Work (LINK) Related book (which was given especially high remarks...
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3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
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How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK) Horizon Kinetics' March Commentary (LINK) Absolute Return Letter - March 2015: Tigers in Africa (LINK) A Warning From Buffett About Banks [H/T Linc] (LINK) The $62bn secret of Warren Buffett’s...
Money and Finance
Links
TEDx Talk - The (ab)surd golden ratio | Robb Enzmann (video) (LINK)
The Guinness Brewer Who Revolutionized Statistics [H/T @mjmauboussin] (LINK)
A Seismic Shift in How People Eat (LINK)
Slack and the State of Technology at the End of 2015 (LINK)
Quote of the day, from Warren Buffett commenting in his 1990 letter on Berkshire's non-insurance operations [H/T @Sanjay__Bakshi]: "Our extraordinary returns flow from outstanding operating managers, not fortuitous industry economics."
Related link: WHY YOU SHOULDN’T INVEST IN A BUSINESS THAT EVEN A FOOL CAN RUNBook of the day (I haven't read this yet, but I've now seen it mentioned twice this year, with the first being an earlier mention by Freemon Dyson): Men of Mathematics
- 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...
- Links
CNBC transcript of Warren Buffett on 'Squawk Box' yesterday (LINK) And in case anyone is interested in reviewing Warren Buffett's CNBC appearance back around the market lows on March 9, 2009 (LINK) Reassessing Berkshire’s Insurance Operations...
- Links
The 4th edition, and 20th anniversary, of Lawrence Cunningham's The Essays of Warren Buffett is now available. The Effect of Scale in Social Science, or Why Utopia Doesn’t Work (LINK) Related book (which was given especially high remarks...
- Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
- Links
How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK) Horizon Kinetics' March Commentary (LINK) Absolute Return Letter - March 2015: Tigers in Africa (LINK) A Warning From Buffett About Banks [H/T Linc] (LINK) The $62bn secret of Warren Buffett’s...