Monthly Archives: October 2012

Links of Interest – October 26, 2012

Everything Warren Buffett: TRANSCRIPT: CNBC Transcript: Warren Buffett on ‘Slowing’ Global Economy and ‘Salivating’ For Deals

Greenlight Q3 Letter

Weschler’s imprint on local news grows with Berkshire Hathaway’s purchase of Media General papers (with audio) | C-Ville WeeklyC-Ville Weekly

Weschler Rise From Grace Leads to Role Advising Buffett – Bloomberg

Fairfax Financial Holdings Limited: Third Quarter Financial Results – Yahoo! Finance

For Whom The Bell Tolls? It Tolls For TV… – Business Insider

Links of Interest – October 19, 2012

Great Investors

Longleaf Partners Q3 Letter to Shareholders

Third Q Commentary – Horizon Kinetics

Watch Bruce Berkowitz | WealthTrack Episodes | Blip

Leon Cooperman Observations On Life, Hedge Funds, And The Investment Outlook – Business Insider

Transcript of Warren Buffett Interview With FCIC

Charlie Munger Lecture at the Harvard-Westlake School

The Path to Global-Brand Investing – Barrons.com – Tom Russo

Google

As Pay-Per-Click Ad Costs Rise, Small Businesses Search for Alternatives – NYTimes.com

Google Throws Open Doors to Its Top-Secret Data Center | Wired Enterprise | Wired.com

Books

The Success Equation: Untangling Skill and Luck in Business,Sports,and Investing: Michael J. Mauboussin: 9781422184233: Amazon.com: Books

Misc.

Vanity Fair Profile of Jamie Dimon

Links of Interest – October 12, 2012

Graham & Doddsville Newsletter – Fall 2012

Joel Greenblatt Interview in Latest Graham & Doddsville Newsletter ~ market folly

Edward Lampert Boosts Stake in Sears Hometown To 10%

ComScore: Google’s Search Engine Market Share Increased In September, Yahoo Down Another 0.6 Percentage Points | TechCrunch

Half of the Facts You Know Are Probably Wrong – Reason.com

Ackman: P&G Has Stumbled Over Past Few Years

Future of Television: Evaluating the Technological Landscape | Business | TIME.com

Digital TV passes global 50% | Advanced Television

The Brooklyn Investor: Pzena Investment Management (PZN)

The Brooklyn Investor: The Deep Value Cycle (and the Case for Value Investing)

The Unpivotable Hewlett-Packard | PandoDaily

Brands fear pitfalls of Amazon catwalk – FT.com

Fairfax’s Watsa prepares for the worst – The Globe and Mail

Yum Brands Profit Jumps 23% on U.S. Business – WSJ.com

GuruFocus Interview with Fairfax CEO Prem Watsa

perfect research: Notes from meeting with value investor Mr. Mohnish Pabrai

Horizon Kinetics on Spin-Offs

How Do Companies Develop Habit-Forming Products? | Stanford Graduate School of Business

Dell: Too Cheap To Ignore – Seeking Alpha

Links of Interest – October 5, 2012

GreatInvestors.TV – Value Investing Video of the Day – Investing Legend Jean-Marie Eveillard on What’s an Investor To Do in an Uncertain World

The Brooklyn Investor: Recapitalizing Berkshire Hathaway

Lancashire Holdings Annual Report 2011: Interview with Richard Brindle, CEO – Lancashire Group

Big Pharma Dividends Alive and Well

Q3 2012 Letter to clients | Motiwala Capital

Reactions Magazine – Article on Prem & Fairfax

Value Investing Congress Presentation-Tilson-10!1!12

The Value Investors: Lessons from the World’s Top Fund Managers: Ronald Chan,Bruce C. N. Greenwald: 9781118339299: Amazon.com: Books

Meg Whitman’s Toughest Campaign – Retooling Hewlett-Packard – NYTimes.com

Glass Works: How Corning Created the Ultrathin, Ultrastrong Material of the Future | Wired Science | Wired.com

Note to World: Dell Is Not a PC Company – DailyFinance

Berkshire Hathaway: Worth Its SALT – Seeking Alpha

Berkshire Hathaway: Worth Its SALT – 2012 Update – Seeking Alpha