Monthly Archives: December 2012

Links of Interest – December 14, 2012

Bruce Greenwald And Richard Koo On The Great Recession [VIDEO]

How To Win At Forecasting | Conversation | Edge

HP breakup is on tech world’s 2013 agenda | Features | Breakingviews

The Aleph Blog » Blog Archive » If you Want to be Well-off in Life

There is Life After Patent Expirations: Why Pfizer and Lilly Stocks Rebounded

Bargain Hunting at J.C. Penney | Institutional Investor

The Bull Case on Google Explained: Mobile Isn’t the Problem – It’s the Opportunity

Lone Pine Capital More Than Doubles Its Dollar Tree Stake ~ market folly

What Is the Best Way to Learn Accounting?

Latest Howard Marks memo

Value Investing World: The Manual of Ideas: Interview Jean-Marie Eveillard

Whitney Tilson Update on Berkshire Hathaway

Warren Buffett Responds To Whitney Tilson’s Letter

Berkshire Hathaway’s Mysterious seller: Whitney Tilson Has A Guess

Buffett Author Robert Hagstrom Says Buffett Did Not Overpay for Share Buybacks

Warren Buffett and Share Repurchases – The Facts

Buffett’s Berkshire Sells Most of J&J and GE Stakes

CNBC Transcript: Warren Buffett, Alan Simpson, & Erskine Bowles On Fixing the Debt Problem

Warren Buffett ‘s Financial Rules to Live By

Links of Interest – December 7, 2012

Global Banking Under Siege as Nations Tighten Local Rules – Bloomberg

Medical Devices Analysis: Kent Thiry – Davita Inc (dva) | Round Table | MNY

Are these the new Warren Buffetts? – Fortune Management

Prem Watsa Surges in SandRidge Stake, Amidst Company Management Shake Up

How Would Warren Buffett Invest If He Was Starting Over Today?

Jim Grant Interview – Certain That Inflation and Higher Interest Rates Await Us

Meet Berkshire Hathaway’s NetJets CEO – Quite Optimistic on the Economy

Tweedy, Browne Comments on Google

The Arithmetic of Equities By Whitebox Advisors ~ market folly

Lunch with Warren Buffett : The New Yorker

Graham And Doddsville | Bruce Greenwald and Jean-Marie Eveillard Videos

Buffett Power Unit Targets Renewables for Acquisitions – Bloomberg

How the Chou Income Fund Got Its Mojo – WSJ.com

Starbucks CEO: ‘We Will Do for Tea What We Did for Coffee’ – Deal Journal – WSJ

Coffee and tea: American jitters | The Economist

Starbucks to Open Another 1,500 Cafes in the U.S. – NYTimes.com

As the Kindle Turns Five, Amazon Girds for a New Fight – Businessweek

This Is What Bill Ackman Sees When He Looks at JCP | SumZero

Apple’s ITunes Would Be One of World’s Biggest Media Companies – Bloomberg

iTunes 11: It’s time for Apple’s horrible, bloated program to die. – Slate Magazine

There’s life in iTunes yet – global expansion is good news for labels — paidContent

Liberty Media’s Starz Spinoff Could Unlock Value – Barrons.com

Google’s Searches for UnGoogleable Information to Make Mobile Search Smarter | MIT Technology Review

Google’s Answer to Siri Thinks Ahead | MIT Technology Review

You Will Want Google Goggles | MIT Technology Review

Same-Day Delivery Becomes Costly Web Battleground – WSJ.com

Netflix Gets Rights to Disney Movies in Pay-TV Window – WSJ.com

Tap Dancing to Work: Warren Buffett on Practically Everything, 1966-2012: A Fortune Magazine Book: Carol J. Loomis: Amazon.com: Books