Links of Interest – August 19, 2011

A Different View of Investing – Barrons.com – Insight from Murray Stahl, the chief investment officer of New York-based Horizon Kinetics. I am a fan of Stahl. He is an original thinker. Check out his firm’s commentary.

Warren Buffett on Charlie Rose

Buffett: U.S. May Pick Up Sooner Than Fed Thinks – Real Time Economics – WSJ – Noteworthy given the amount of data that Buffett sees from Berkshire’s far-flung businesses.

Investing for Higher After-Tax Returns – Tweedy Browne

Microeconomics and Psychology – “a nice summary of the principles of behavioral economics” – Jason Zweig

Cash Doesn’t Lie – Forbes.com

Cisco’s Disruptive (And Cooler) Rival – Forbes.com – It’s tough to judge the strength of Cisco’s moat going forward.

Lessons From The Great – Forbes.com

Audio of Wesco Morning with Charlie

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