Monthly Archives: January 2013

Links of Interest – January 25, 2013

Links of Interest – January 18, 2013

Motiwala Capital LLC Fourth Quarter 2012 Letter

The 12 cognitive biases that prevent you from being rational

Michael Dell’s grand plan? – The Term Sheet: Fortune’s deals blogTerm Sheet

The Market Wants Apple to Unveil a Time Machine – Dan Pallotta – Harvard Business Review

Burgain Hunting at J.C. Penney | Vitaliy Katsenelson Contrarian Edge


How to Learn Everything You Need to Know About a Stock

How I pick problems: a checklist to qualify & disqualify ideas | SimoleonSense

Google, Mobile Search And The Paradox Of Competition

Third Q Commentary – Horizon Kinetics

Where Mohnish Pabrai Finds Great Investing Ideas

Be Wary of Top-Down Investing Crossing Wall Street

Ben Graham’s 60-Year-Old Strategy Still Winning Big – Forbes

Samsung: How the Korean firm got to be the biggest tech company in the world. – Slate Magazine

Mohnish Pabrai: What I’ve Learned From Warren and Charlie (BRK-A, BRK-B)

ConocoPhillips’s Tricky Two-Horse Strategy –

Links of Interest – January 4, 2013

Untangling Skill and Luck in Business, Sports, and Investing