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Ideas for Intelligent Investing

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  • Recent Posts

    • Links of Interest – May 17, 2013
    • Links of Interest – May 10, 2013
    • Links 0f Interest – April 26, 2013
    • Links of Interest – April 19, 2013
    • Links 0f Interest – April 10, 2013
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Links of Interest – May 17, 2013

Written by Greg Speicher on May 17, 2013 - 0 Comments
Categories: Be a Learning Machine

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

Amazon.com: Spinoff to Payoff: An Analysis Guide to Investing in Corporate Divestitures (9780786312047): Joseph W. Cornell: Books

What is the “Warren Buffett of Europe” Up To? | Inside Investing

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Links of Interest – May 10, 2013

Written by Greg Speicher on May 10, 2013 - 0 Comments
Categories: Be a Learning Machine

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

Overhaul: An Insider’s Account of the Obama Administration’s Emergency Rescue of the Auto Industry: Steven Rattner: Amazon.com: Books

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

Jeff Matthews Is Not Making This Up: “We Want to Win”: The Berkshire Hathaway Annual Meeting, 2013 Edition

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

Steering DirecTV Right: Q&A with Mike White | Cable Television News | Broadcast Syndication | Programming | Multichannel.com

Investors earn handsome paychecks by handling Buffett’s business – Omaha.com

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Links 0f Interest – April 26, 2013

Written by Greg Speicher on April 26, 2013 - 0 Comments
Categories: Be a Learning Machine

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

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Links of Interest – April 19, 2013

Written by Greg Speicher on April 19, 2013 - 0 Comments
Categories: Be a Learning Machine

Economics Changing for Cable, Bundling Threatened: John Malone

Seth Klarman – Twenty Investment Lessons That Should Have Been Learned From the 2008 Crash – GuruFocus.com

Q1 2013 Letter to Clients | Motiwala Capital

Tom Russo 75 Minute Interview on Global Value Investing [VIDEO]

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Links 0f Interest – April 10, 2013

Written by Greg Speicher on April 12, 2013 - 0 Comments
Categories: Be a Learning Machine

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

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Links of Interest – April 3, 2013

Written by Greg Speicher on April 3, 2013 - 0 Comments
Categories: Be a Learning Machine

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

Schumpeter: The real Disney | The Economist The wonderful world of ESPN, the sports network which outmints Mickey Mouse

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

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Links of Interest – March 22, 2013

Written by Greg Speicher on March 22, 2013 - 0 Comments
Categories: Be a Learning Machine

“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

Everything Warren Buffett: MOTLEY FOOL: Why Warren Buffett Likes DaVita HealthCare Partners Inc (DVA)?

The Brooklyn Investor: Loews Adjusted Book Value Update

Google’s Chromebook Pixel is a horrible deal today. In five years, we all might have one. – Slate Magazine

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

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Links of Interest – March 8, 2013

Written by Greg Speicher on March 8, 2013 - 0 Comments
Categories: Be a Learning Machine

Study Reveals Most At-Risk Retailers for Amazon Showrooming | Placed

The Brooklyn Investor: What GLRE is Worth to Einhorn

Horizon Kinetics – Feb 2013

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

Unleashing Liberty: Malone Muses on Global Cable, Content, U.S. Economy | Cable Television News | Broadcast Syndication | Programming | Multichannel.com

Holy buybacks Batman!!! – DIRECTV (DTV)

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Links of Interest – March 1, 2013

Written by Greg Speicher on March 1, 2013 - 0 Comments
Categories: Be a Learning Machine

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

PRAGMATIC CAPITALISMBuffett’s Favorite Valuation Metric Surges Over the 100% Level – PRAGMATIC CAPITALISM

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

Interview with Allan Mechum

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Links of Interest – February 22, 2013

Written by Greg Speicher on February 22, 2013 - 0 Comments
Categories: Be a Learning Machine

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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