Monthly Archives: November 2012

Links of Interest โ€“ November 30, 2012

William Ackman: Everything You Need to Know About Finance and Investing in Under an Hour – YouTube

Bruce Berkowitz: The return of a star fund manager – The Term Sheet: Fortune’s deals blog Term Sheet

Bruce Berkowitz Shares His Experience in 35 Min Speech at UM [VIDEO]

Nygren: Growth a Bonus at Right Price

Charlie Rose – Warren Buffett & Carol Loomis

Sohn London Investment Conference – Barrons.com

Smart Lessons from a Value Investing Class at NYU – Barrons.com

Amazon’s Jeff Bezos: The ultimate disrupter – Fortune Management

Latest Oaktree Memo from Howard Marks

GMO’s Jeremy Grantham Third Quarter Letter – ‘On the Road to Zero Growth’

Dr. David Kass ยป How GEICO Is Delivering Shareholder Value To Berkshire Hathaway

Links of Interest โ€“ November 16, 2012

Warren Buffett Interview with Forbes [VIDEO]

Sanofi’s CEO On The New York Times’ Criticism Of Drug Prices And Surviving The Patent Cliff – Forbes

Bill Ackman Not Throwing In The Towel On J.C. Penney (JCP) ~ market folly

I Thought Cable Companies Would Be Fine When TV Collapsed, But… – Business Insider

Don’t Mean To Be Alarmist, But The TV Business May Be Starting To Collapse – Business Insider

Berkshire Cash Nears Record as Buffett Extends Deal Hunt – Bloomberg

The Next Great Value Investor At Berkshire – Forbes

“Superinvestor Arnold Van Den Berg Delivers His Annual Client Review”

Mayer Will “Talk About Where She Is Taking Yahoo” in 1st Media Chat – Kara Swisher – Media – AllThingsD

Links of Interest โ€“ November 2, 2012

Investment Process Presentation | Vitaliy Katsenelson Contrarian Edge

John Griffin’s Blue Ridge Capital Discloses New Stake in Workday (WDAY) ~ market folly

MediaFuturist: Must-read: Mobile Web Presentation by Mary Meeker (KPCB) D10 conference

Are analysts missing the big picture on Google? – MarketWatch

Online Ad Spend to Overtake TV by 2016 – Forbes

The Future Of Mobile Ads [SLIDE DECK] – Business Insider

Charlie Rose Talks to Jeremy Grantham – Businessweek

Fairfax Financial Holdings Limited Management Discusses Q3 2012 Results – Earnings Call Transcript – Seeking Alpha