Links of Interest – March 4, 2011

My Investing Notebook: Our National Predicament: Excerpts from Seth Klarman’s 2010 Letter – Everything Klarman writes is good. These excerpts are no exception. These should be read very carefully – probably two or three times – with particular consideration given to what you are currently doing and how your portfolio is positioned in light of Klarman’s thoughts.

CONTROLLED What Mackenzie Cundill Value Fund Manager Likes — and Dislikes

Distressed Debt Investing: European Distressed Debt Market – The challenge for the retail investor is gaining access to these opportunities.

Johnson & Johnson: Transformation in Pharmaceuticals —

WSJ: Going on Safari With Warren Buffett —

Video Lecture by Tim McElvaine Of McElvaine Investment Management | Adib Motiwala’s Blog – Many thanks to Adib Motiwala for sharing his notes on Tim McElvaine’s recent lecture at the Ben Graham Center for Value Investing. Here is a link to the video, which I posted two weeks ago.

The following are a couple articles about Canadian billionaire investor Stephen Jarislowsky. I also recommend his book The Investment Zoo.

Stephen Jarislowsky, Canadian Warren Buffett – MoneyWeek

Invest like the ultra-rich: a Q&A with Stephen Jarislowsky | poweredByMoney | Canadian Business Online

What Keith Richards and Fred Couples Have in Common | Golf Journal by John Paul Newport – – Some thoughts on getting – and staying – good at your craft.


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