Money and Finance
Jason Zweig talks with Robert Shiller (LINK)
James Grant on CNBC (Videos: U.S. rates vs. equity value, Perspective on dollar strength, Headwinds facing Wall Street [with Robert Shiller], Jim Grant: Radical monetary policy doesn't work)
John Hempton: Spectrum valuation and a case for Verizon (LINK)
Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo - By John Huber (LINK)
TED Talk - Dilip Ratha: The hidden force in global economics: sending money home (LINK)
2004 TIFF Commentary on lessons from the book Capital Account (LINK)
- Links
Getting caught up on a few links after a little time away... Notes from the Berkshire Hathaway 50th Anniversary Symposium (Market Folly, ValueWalk) Prominent film company focuses documentary lens on Buffett [H/T Linc] (LINK) How does Charlie Munger...
- Links
Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
- 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
Morningstar talks to Jeremy Grantham (video) [H/T ValueWalk] (LINK) Another 5%-10% appreciation would put the market in bubble territory, but that doesn't mean it will pop right away, says the GMO chief investment strategist.Latticework of Mental...
- Links
Howard Marks of Oaktree on the Criteria for Long-Term Success in Investing (video) (LINK) Berkshire Hathaway 13F: Buys Deere; Sells Exxon (LINK) Jack Bogle's success principles to live by [H/T Matt] (LINK) Credit Suisse Global Investment Returns Yearbook...
Money and Finance
Links
Jason Zweig talks with Robert Shiller (LINK)
James Grant on CNBC (Videos: U.S. rates vs. equity value, Perspective on dollar strength, Headwinds facing Wall Street [with Robert Shiller], Jim Grant: Radical monetary policy doesn't work)
John Hempton: Spectrum valuation and a case for Verizon (LINK)
Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo - By John Huber (LINK)
TED Talk - Dilip Ratha: The hidden force in global economics: sending money home (LINK)
2004 TIFF Commentary on lessons from the book Capital Account (LINK)
By popular demand, a fictional investment committee whose past deliberations have proven entertaining to many regular readers and illuminating to some returns to the TIFF stage this quarter. Focusing as itʼs wont to do on two deceptively similar fields of human endeavor — endowment management and a certain sport in which contrarian thinking also tends to be rewarded over time — the committee discusses energetically ... the lessons that fiduciaries might glean from a find new book on investing (Capital Accounts).Self-Scrutiny Applied with Kindness: Epictetus’s Enduring Wisdom on Happiness and How Philosophy Helps Us Answer the Soul’s Cry (LINK)
Related book: Art of Living: The Classical Manual on Virtue, Happiness, and Effectiveness
- Links
Getting caught up on a few links after a little time away... Notes from the Berkshire Hathaway 50th Anniversary Symposium (Market Folly, ValueWalk) Prominent film company focuses documentary lens on Buffett [H/T Linc] (LINK) How does Charlie Munger...
- Links
Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
- 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
Morningstar talks to Jeremy Grantham (video) [H/T ValueWalk] (LINK) Another 5%-10% appreciation would put the market in bubble territory, but that doesn't mean it will pop right away, says the GMO chief investment strategist.Latticework of Mental...
- Links
Howard Marks of Oaktree on the Criteria for Long-Term Success in Investing (video) (LINK) Berkshire Hathaway 13F: Buys Deere; Sells Exxon (LINK) Jack Bogle's success principles to live by [H/T Matt] (LINK) Credit Suisse Global Investment Returns Yearbook...