Links of Interest – June 24, 2011

Wintergreen Sees Opportunities in Global Markets – Video – Bloomberg

Monish Pabrai – His Project to Learn from Other Successful Investors (Includes comments on Dell and AIG) —

Cisco Visual Networking Index: Global Mobile Data Traffic Forecast Update, 2010–2015  [Visual Networking Index] – Cisco Systems – Good data on the explosive growth expected in mobile traffic.

Expensive Markets Mean Low or Negative Prospective Returns (updated) | Value Restoration Project

Dow Jones Industrial Average and S&P 500 Total Returns Driven by GDP, Inflation and Dividend Yields” Market Indexes?

Why The S&P 500 ≠ The US Economy

Monish Pabrai – Why He Bought Wells Fargo and What Macro Trends Drive His Investing —

Five Reasons Why Stocks are Extremely Cheap – Insider Monkey

VALUE INVESTOR HAVEN: Philip Fisher’s speech to Stanford Business School – Key Quote to Ponder … and Ponder: “McDonald (legendary Stanford professor and value investing expert) wants his students to understand that the standard in Mr. Fisher’s mind of understanding a company has always been so high compared to what most of us think about” [emphasis added]

YouTube – David Stockman on TARP, the Fed, Ron Paul and Reagan [FULL VERSION] – Informative discussion of the U.S.’s current predicament from Reagan’s budget director.

Are You a C.E.O. of Something? – Key Quote:

Q. What else is unusual about how you run the company?

A.John Doerr [the venture capitalist] sold me on this idea of O.K.R.’s, which stands for objectives and key results. It was developed at Intel and used at Google, and the idea is that the whole company and every group has one objective and three measurable key results, and if you achieve two of the three, you achieve your overall objective, and if you achieve all three, you’ve really killed it.

We put the whole company on that, so everyone knows their O.K.R.’s. And that is a good, simple organizing principle that keeps people focused on the three things that matter — not the 10.

Then I ask everybody to write down on Sunday night or Monday morning what are your three priorities for the week, and then on Friday see how you did against them. It’s the only way people can stay focused and not burn out. And if I look at your road map and you have 10 priorities for you and your team, you probably don’t know which of the three matter, and probably none of the 10 are right.

I can look at everyone’s piece of paper, and their road map shows every item you were going to do and your predicted results and actual results, and then the results are in red if you missed them, yellow if they’re close and green if you passed them. I think road maps are a great principle just for managing your life. It keeps everybody focused, and it lets me know what trains are on or off the tracks.


The Pomodoro Time Management System in Five Minutes



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