Links of Interest – February 25, 2011

GMO Quarterly Letter – All good but Grantham’s speech beginning on page 6 is worth a close read.

Richard Koo | Institute for New Economic Thinking – Leading economist talks about the lessons learned from Japan’s great recession and how they apply to the United States.

Jean-Marie Eveillard – Interview with

Buffett’s Berkshire Hathaway Buoyed by Insurance ‘Float’ – – The rich get richer. Berkshire”s insurance moat continues to grow.

Bronte Capital: A small hedge fund manager’s lament – A perspective on the current market.

Interview with Prof. Bruce Greenwald; Insight in Value Investing —

Distressed Debt Investing: Greenstone Value Opportunity Fund Annual Letter


One thought on “Links of Interest – February 25, 2011

  1. GP

    Fantastic links. Thanks for sharing and continually updating your blog Greg. I’m a regular follower. More power to you!


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