Monthly Archives: September 2012

Links of Interest – September 28, 2012

Fairholme Funds Presentation on Sears and MBIA

Don Yacktman’s Lecture at Texas Lutheran University Discussing His Investment Philosphy

Google will be the First Trillion Dollar Company | Howard Lindzon

Above Average Odds Investing » Blog Archive » Scion Capital: Letters to Partners (Q3 ’06 & Q1 ’08)

Conversation with a Money Master 2008 – Prem Watsa

Recent Walter Schloss Presentation All About Ben Graham » ValueWalk

A Foolish Interview With Michael Mauboussin (LM)

Jim Chanos on Short Selling, Hedge Funds, Election: Video – Bloomberg

Notes From Mohnish Pabrai’s Annual Meeting ~ market folly

Housing Is Rebounding — Just Not the Way You Think – DailyFinance

Interview with Focused Investors Cook & Bynum – Manual of Ideas

Book Review: The Signal and the Noise – WSJ.com

Fairfax Financial Newsletter

The General Theory of Employment, Interest and Money by John Maynard Keynes – Chapter 12 – Highly recommended by Warren Buffett

Michael Price:Lots of Pent up Consumer Demand [Rare Interview] | ValueWalk

Links of Interest – September 21, 2012

Tom Russo on Finding Value in Europe

European Investing Summit 2012: Free Interview with Howard Marks

Why Ruane Cunniff & Weitz Funds Like Valeant Pharmaceuticals (VRX) ~ market folly

Mason Hawkins of Longleaf Partners Interview with GuruFocus

Jeff Auxier GuruFocus Interview: Part 2

The Brooklyn Investor: Leucadia FMG Note Resolution

8 Reasons Startups With Good Ideas Fail – Forbes

Warren Buffett Does Not Live On Value Alone – Forbes

Amazon – law of the jungle – FT.com

Home Depot – big improvement – FT.com

Richmond Times article on Markel

Notes From Warren Buffett’s Meeting With MBA Students ~ market folly

Stocks Won’t Repeat Lost Decade, Gundlach Says: Video – Bloomberg

Links of Interest – September 14, 2012

Scout Capital on Anheuser-Busch InBev (BUD): Q2 Letter Excerpt ~ market folly

Use Your Edge – By Peter Lynch

Bill Ackman on Why He Sold Citigroup (C): Pershing Square Q2 Letter Excerpt ~ market folly

Stocks Won’t Repeat Lost Decade, Gundlach Says: Video – Bloomberg

How Google Builds Its Maps—and What It Means for the Future of Everything – Alexis C. Madrigal – The Atlantic

Google’s Moat – $10 Billion Won’t Cut It, Warren…

Howard Mark’s latest memo

In These Countries, BlackBerry – WSJ.com

Bruce Berkowitz’s Investment Thesis on Sears: Case Study ~ market folly

Eminence Capital Bullish on Google: Q2 Letter Excerpt ~ market folly

Yum! China: From Rebranding to Reinventing – Forbes

Charlie Rose – Clayton Christensen

Links of Interest – September 7, 2012

Ruane, Cunniff & Goldfarb Investor Day St. Regis Hotel, May 18, 2012 – New York City

Shares of Berkshire Hathaway Are a 3-Point Lay-Up | SumZero

Pfizer’s Potent Pipeline – Barrons.com

Goldman Sachs Upgrades GameStop, Says Stock May Rise 25% – Barrons.com

Mr. Jeffrey D. Stacey, Partner, Stacey Muirhead Capital Management

DirecTV: Apple TV won’t “obsolete our technology” — Apple News, Tips and Reviews