Money and Finance
Links
Paul Graham: How You Know (LINK)
Eddie Lampert on Sears: Moving Forward (LINK)
Arnold Van Den Berg at Century Management’s 2014 Client Review [H/T GuruFocus] (LINK)
Graham - Newman Letters to Partners 1946 - 1958 (LINK) [I've mentioned these before, but since they are making their rounds again, they are always worthy of mentioning again. As are the papers and lectures of Ben Graham.]
Book of the day (a novel): Waccamaw Gold
Quote of the day: “There never was a sounder logical maxim of scientific procedure than Ockham’s razor: Entia non sunt multiplicanda praeter necessitatem. That is to say; before you try a complicated hypothesis, you should make quite sure that no simplification of it will explain the facts equally well.” -Charles Sanders Peirce
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Links
Eddie Lampert's 2015 letter to Sears shareholders (LINK) Banks Brace for Potential Energy Losses (LINK) Farnam Street: James Cash Penney and the Golden Rule (LINK) Did the Universe Have a Beginning? (LINK) Book of the day [H/T Derek Sivers]:...
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Links
Bill Gates on Books and Blogging (LINK) The latest essays from Paul Graham: 1) The Refragmentation; and 2) Economic Inequality Energy Equities Are Cheap? Define That, Please (LINK) Book of the day: The Personal MBA
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Arnold Van Den Berg Videos
A couple of Arnold Van Den Berg videos have popped up within the last week. The first is him at Century Management's 2012 Client Review (found via the Corner of Berkshire & Fairfax) and the second is a presentation he gave at Texas Lutheran University...
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Warren Buffett's $50 Billion Decision – By Warren Buffett
Benjamin Graham had been my idol ever since I read his book The Intelligent Investor. I had wanted to go to Columbia Business School because he was a professor there, and after I got out of Columbia, returned to Omaha, and started selling securities,...
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Valuehuntr Blog: The Papers Of Benjamin Graham
It took me over a year to do this, but after many trips to the NYC research library I’ve finally compiled over 40 papers originally written by Benjamin Graham into an easy-to-read book format. These papers are not part of either Intelligent Investor...
Money and Finance