Money and Finance
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 success (LINK)
One Potential Weakness of Berkshire Hathaway (LINK)
John Kay: The best strategy is to be good at whatever it is you do (LINK)
The Price of Oil Is About to Blow a Hole in Corporate Accounting (LINK)
Andrew Smithers: Corporate Japan’s cash flow surplus (LINK)
The Governor of the Bank of Uganda on "The Economics of Mobile Money" (LINK)
Essay: The death of international development [H/T @peterbuffett] (LINK)
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- Links
Warren Buffett and Bill and Melinda Gates will be on Charlie Rose tonight. Horizon Kinetics: 2nd Quarter Commentary (LINK) Claire Barnes' Q2 Report: Stormy macro, reassuring micro (LINK) TEDx Talk - Lukas Neely: Is This the Death of Investing?...
- 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
Buffett admits Tesco investment ‘a huge mistake’ (LINK) Billionaire investor Warren Buffett has admitted that his seven-year bet on Tesco was a “huge mistake” in a frank mea culpa by the so-called Sage of Omaha. The chairman of Berkshire...
Money and Finance
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 success (LINK)
One Potential Weakness of Berkshire Hathaway (LINK)
John Kay: The best strategy is to be good at whatever it is you do (LINK)
The Price of Oil Is About to Blow a Hole in Corporate Accounting (LINK)
The Governor of the Bank of Uganda on "The Economics of Mobile Money" (LINK)
Essay: The death of international development [H/T @peterbuffett] (LINK)
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2015) [H/T market folly] (LINK) Pershing Square Holdings' interim report [H/T Will] (LINK) Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' (video) (LINK) Are You...
- Links
Warren Buffett and Bill and Melinda Gates will be on Charlie Rose tonight. Horizon Kinetics: 2nd Quarter Commentary (LINK) Claire Barnes' Q2 Report: Stormy macro, reassuring micro (LINK) TEDx Talk - Lukas Neely: Is This the Death of Investing?...
- 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
Buffett admits Tesco investment ‘a huge mistake’ (LINK) Billionaire investor Warren Buffett has admitted that his seven-year bet on Tesco was a “huge mistake” in a frank mea culpa by the so-called Sage of Omaha. The chairman of Berkshire...