eBooks
Links of Interest – May 17, 2013
Bill Ackman Sohn Conference Stock Pick is Procter & Gamble – Stocks To Watch – Barrons.com
Procter & Gamble Stock Offers Significant Upside – Barrons.com
2013 Markel Breakfast Notes from Cove Street Capital
Interview with a remarkable value investor – Josh Tarasoff » ValueWalk
Horizon Kinetics LLC – Current Commentary
Triad Investment Management Q1 2013 Investment Letter
What is the “Warren Buffett of Europe” Up To? | Inside Investing
Links of Interest – May 10, 2013
A Buffett Morning on CNBC – An Extended Interview with the Oracle – GuruFocus.com
Video of Warren Buffett’s First Television Appearance (1962) – GuruFocus.com
Whitney Tilson Presentation – May 6, 2013 Value Investing Congress – GuruFocus.com
Graham & Doddsville Newsletter: Interview With Li Lu (Columbia Business School) ~ market folly
Warren Buffett’s Berkshire Hathaway agrees it won’t take over DaVita – Denver Business Journal
Li Lu’s Presentation at FAME Student Investment Conference ~ market folly
Berkshire Meeting Underscores Importance of Stewardship
How Morningstar Values Berkshire Hathaway
DirecTV, Charter Climb to Record Highs on Subscriber Growth – Bloomberg
DirecTV Spurns Dish’s View That Wireless Is Satellite-TV Savior – Bloomberg
Tom Russo Interview with GuruFocus at the 10th Annual Value Investor Conference – GuruFocus.com
Warren Buffett On Why He’ll Never Sell a Share of Coke Stock: The Coca-Cola Company
Berkshire Hathaway to Acquire the Rest of IMC for $2 Billion – NYTimes.com
Investors earn handsome paychecks by handling Buffett’s business – Omaha.com
Links 0f Interest – April 26, 2013
Apple TV Plan Works With Cable TV Industry – Peter Kafka – Media – AllThingsD
Time Warner CEO: Cord cutters not an issue, “cord nevers” might be — paidContent
The Brooklyn Investor: Markel 2012 Annual Report
The Investment Case for Volkswagen via Porsche, by Booth-Laird Investment Partnership – BeyondProxy
Does Cable TV Ripoff People Who Don’t Like Sports?
How bundling benefits sellers and buyers – Chris Dixon
The Case Against Micropayments – O’Reilly Media
Satellite leads the Latin American pay TV charge
Warren Buffet U of Nebraska Speech 1994 Transcript
Billionaire Michael Price’s Small-Cap Picks – BKS, JCP, KALU, SYA – Foolish Blogging Network
Prem Watsa of Fairfax Financial 2013 Annual Meeting Notes – GuruFocus.com
Why an Apple Bear Changed His Mind on the Company | Daily Ticker – Yahoo! Finance
Winter Is Coming For Apple, Warns Gene Munster – Business Insider
Apple in China: Unparalleled arrogance, full apology | The Economist
Portfolio14: My investment checklist
The Brooklyn Investor: Newton’s Apple
Links of Interest – April 19, 2013
Economics Changing for Cable, Bundling Threatened: John Malone
Q1 2013 Letter to Clients | Motiwala Capital
Tom Russo 75 Minute Interview on Global Value Investing [VIDEO]
Links 0f Interest – April 10, 2013
Finding Yield and Value in Dividend-Paying Stocks | Vitaliy Katsenelson Contrarian Edge
Oracle of Toronto Still Not Ready to Wade Back into Stocks – Canada Real Time – WSJ
Don Yacktman Sits Down with Steve Forbes for a Lengthy Interview – GuruFocus.com
Banking Guru Jamie Dimon’s 2012 Letter to Shareholders – GuruFocus.com
HBO Explains Why It’s Not Going A La Carte Anytime Soon – Peter Kafka – Media – AllThingsD
Why Did a Stodgy Old Value Firm Like Tweedy Browne Buy Shares of Google? – GuruFocus.com
Links of Interest – April 3, 2013
An example of capital allocation – Gamestop ($GME) | Motiwala Capital
CHARLIE MUNGER ON THE PSYCHOLOGY OF HUMAN MISJUDGMENT
Notes From Charlie Munger’s Daily Journal Meeting ~ market folly
Why Did Warren Buffett Buy Lubrizol? Pricing Power ~ market folly
Jeff Matthews Is Not Making This Up: The Best Stock-Picker I Ever Knew
10 Stocks Meeting Benjamin Graham’s Defensive Criteria in 2013 – GuruFocus.com
Follow Warren Buffett’s New Investment Gurus Into DirectTV – Seeking Alpha
Sideways Markets Presentation | Vitaliy Katsenelson Contrarian Edge
Links of Interest – March 22, 2013
“Better Than Google” Claims: Why Doesn’t Anyone Believe Them?
Conrad Industries $CNRD Idea presentation to Small Cap Investing Summit 2013 | Motiwala Capital
Don Yacktman’s Favorite Stock Is Proctor and Gamble [Video] – GuruFocus.com
Bill Ackman on What Makes a Great Investment
The Brooklyn Investor: Loews Adjusted Book Value Update
Can This Taco Save America? – The Daily Beast
New Book Recommendations From Warren Buffett ~ market folly
The Aleph Blog » Blog Archive » Neglected Stocks Are Typically in Strong Hands
Google Is Eating The Internet – Phil Pearlman
Links of Interest – March 8, 2013
Study Reveals Most At-Risk Retailers for Amazon Showrooming | Placed
The Brooklyn Investor: What GLRE is Worth to Einhorn
Imagining a Post-Bundle World for Cable TV – WSJ.com
The Brooklyn Investor: Buffett Letter 2012
The Brooklyn Investor: Loews Adjusted Book Value Update
Value Investor Insight: Ackman, Klarman
Citi’s CEO Is Keeping Score – WSJ.com
Holy buybacks Batman!!! – DIRECTV (DTV)
Links of Interest – March 1, 2013
How Much Would You Pay for the Apple Ecosystem? | Vitaliy Katsenelson Contrarian Edge
Interview with Paul Lountzis: Investing & Scuttlebutt Research | SimoleonSense - The interview is pure gold. Do not miss it.
Meet the Brazilian Billionaire Behind Buffett’s Heinz Deal – GuruFocus.com
Billionaire Michael Price’s Top Stock Picks – Seeking Alpha
Buffett brand has more beans than Heinz – FT.com
The Brooklyn Investor: Greenlight 2012 Results
Motiwala Capital Kohl’s Investment Thesis
Imagining a Post-Bundle World for Pay TV – WSJ.com
Interview with Bruce Berkowitz
Links of Interest – February 22, 2013
Interview with Adib Motiwala, Portfolio Manager, Motiwala Capital – YouTube
Notes From Bruce Berkowitz’s CSIMA Presentation ~ market folly
América Móvil – Time to buy in bulk? – FT.com
It’s When You Sell That Counts: Donald Cassidy: 9780852976869: Amazon.com: Books
Recommended Book List 2010 | Vitaliy Katsenelson Contrarian Edge
business.outlookindia.com | Mohnish Pabrai
Video where Buffett talks about investing in small caps
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