Money and Finance
A transcript of Sanjay Bakshi's latest talk (LINK)
Stock Certificate Signed in 1956 by Warren Buffett Offered at Auction [H/T Linc] (LINK)
Howard Marks on Bloomberg from a few days ago (videos) [H/T ValueWalk] (LINK)
- Links
TED Talk - Allan Adams: What the discovery of gravitational waves means (LINK) Latticework of Mental Models: Switching Costs (LINK) Marathon Asset Management – Culture Vulture (LINK) Why stream Berkshire meeting online? To reach 'key financial...
- Links
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK) Howard Marks on Bloomberg (Video 1, Video 2) Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK) Hoisington Quarterly Review...
- Links
Oaktree’s Marks Says Europe Better Bet Than ‘Highly Priced’ U.S. (LINK) “We are at a point in the cycle where we feel virtually all assets are trading above their intrinsic value; some are in ‘highly priced’ territory, and there are few absolute...
- Links
Guy Spier discussing his book, The Education of a Value Investor (LINK) Steven Levy interviews Eric Schmidt (LINK) Related books: How Google Works (new), and In The Plex (a Charlie Munger recommendation from a few years ago)Howard Marks Discusses...
- David Winters On His Vehement Opposition To Ko’s Comp Plan
It would be nice if both Warren and Howard Buffett would comment on this. The summary of Winters' case is that Coke's latest compensation plan is transferring 14.2% of the company, equivalent to about $24 billion (yes, billion, with a 'b')...
Money and Finance
Links
A transcript of Sanjay Bakshi's latest talk (LINK)
Stock Certificate Signed in 1956 by Warren Buffett Offered at Auction [H/T Linc] (LINK)
Howard Marks on Bloomberg from a few days ago (videos) [H/T ValueWalk] (LINK)
"All prudent investing starts from reasonable expectations."
"The best defense against illiquidity is not needing it...not needing liquidity. It's buying things you can hold for a long period of time."Pluto's Sky Is Blue! Well, Kinda. (LINK)
- Links
TED Talk - Allan Adams: What the discovery of gravitational waves means (LINK) Latticework of Mental Models: Switching Costs (LINK) Marathon Asset Management – Culture Vulture (LINK) Why stream Berkshire meeting online? To reach 'key financial...
- Links
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK) Howard Marks on Bloomberg (Video 1, Video 2) Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK) Hoisington Quarterly Review...
- Links
Oaktree’s Marks Says Europe Better Bet Than ‘Highly Priced’ U.S. (LINK) “We are at a point in the cycle where we feel virtually all assets are trading above their intrinsic value; some are in ‘highly priced’ territory, and there are few absolute...
- Links
Guy Spier discussing his book, The Education of a Value Investor (LINK) Steven Levy interviews Eric Schmidt (LINK) Related books: How Google Works (new), and In The Plex (a Charlie Munger recommendation from a few years ago)Howard Marks Discusses...
- David Winters On His Vehement Opposition To Ko’s Comp Plan
It would be nice if both Warren and Howard Buffett would comment on this. The summary of Winters' case is that Coke's latest compensation plan is transferring 14.2% of the company, equivalent to about $24 billion (yes, billion, with a 'b')...