Links of Interest – July 29, 2011

Tilson Article Archive – Lots of great articles on and by Buffett and Munger

Bruce Berkowitz’s AAII Presentation – Overview of Berkowitz’s investing process and his thesis on Bank of America

Best Buy Marketing Chief explains advertising flight from print to digital | Poynter. – Good perspective on the secular shift to on-line advertising

Levy Harkins quarterly letter

Horizon Asset Management – Current Commentary

Notes from Jim Roger’s presentation on July 21, 2011

Understanding the Correlation between Oil Prices and the Falling Dollar – Council on Foreign Relations

Is Better Task Management on Your To-Do List? –


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