Random Links
Money and Finance

Random Links


Just a bunch of random things that might be worth reading if you've never come across them:

An Hour with Mr. Graham

All Strategy Is Local

Jeremy Grantham: July 2006 Letter, which includes Everything I Know About the Market in 15 Minutes - Or - One or Two Good Ideas a Year Are Enough

Tom Russo - European Investing Summit 2012

Tom Russo - Value Investor Conference 2006 Transcript

Outstanding Investor Digest - Seth Klarman (March 2009)

A LEGACY: THE SONS OF STANFORD

Ed Thorp (thanks to Lincoln for passing these along): Bridge with Buffett, Berkshire Hathaway

Good and Bad Properties of the Kelly Criterion





- John Mauldin's Outside The Box: Seth Klarman: Investors Downplaying Risk “never Turns Out Well”
Link to: Seth Klarman: Investors Downplaying Risk “Never Turns Out Well”Today’s Outside the Box is unusual in that it isn’t an original document but rather a summary of a client letter from one of the greatest investors of our generation, Seth...

- Berkshire Seen Failing Buffett 5-year Test For First Time
Warren Buffett probably missed his target for the first time in 44 years. Berkshire Hathaway Inc., his $292 billion company, is poised to report that it failed to increase net worth more rapidly than the Standard & Poor’s 500 Index during the past...

- Berkshire Profit Benefits From Shift To Rail, Utilities
Warren Buffett’s shift toward businesses like railroads and power production that provide steady profits is paying off for his Berkshire Hathaway Inc. Earnings from Burlington Northern Santa Fe and MidAmerican Energy Holdings accounted for $1.46 billion,...

- European Investing Summit 2012
John Mihaljevic and company have put together a pretty good lineup for this online conference (click on the link below for more details). European Investing Summit 2012 is a collaboration of ValueConferences.com and The Manual of Ideas with the sole objective...

- Li Lu: Berkshire Hathaway Cio Candidate? - By Tariq Ali
This past weekend was the Berkshire Hathaway (NYSE:BRK.A / BRK.B) annual shareholder meeting. At one point during the Q&A, a questioner asked Warren Buffett about the status of Berkshire’s CIO candidates. Charlie Munger remarked that one candidate...



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