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Money and Finance

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Fall 2015 Issue of Graham & Doddsvile (LINK)
The new issue features Alex Sacerdote of Whale Rock Capital, Ed Bosek of BeaconLight Capital, Jane Siebels of Siebels Asset Management Research and the team at Global Endowment Management.  It also features three investment ideas from CBS students.
Warren Buffett expected to win over regulators on reinsurers (LINK)

Intermediary Influence and Competition: Berkshire versus KKR - by Lawrence A. Cunningham (LINK)

Tim Harford: Should we trust the young Turkers? (LINK)

Fred Wilson on the book The Prize (LINK)

The Tim Ferriss Way: Life Is a Choose-Your-Own-Adventure Game (LINK)

Hunter S. Thompson on Living versus Existing (LINK)





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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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A big thanks to everyone who responded to the Downloading Earnings Calls post. I'll experiment a bit and try and get back with another update. A Dozen Things Learned from Charlie Munger (Distilled to less than 500 Words) (LINK) Related book: Charlie...

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Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) (LINK) Sanjay Bakshi: IMPLICATIONS OF THE COMING CAPEX IN COAL (LINK) Latticework of Mental Models: Variable Reinforcement (LINK) An...

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Greenlight Capital Q2 Letter (LINK) Steve Romick's Q2 Letter (LINK) Jim Chanos on Charlie Rose (LINK) Lawrence Cunningham on whether or not Berkshire, post Buffett, should go private [H/T Linc] (LINK) Related book: Berkshire Beyond Buffett: The Enduring...



Money and Finance








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