Bill Ackman – Waiting for a Bounce from the Lowe’s – Ackman makes the case for why Lowe’s is a good bet. Also, provides a template for how to analyze a retail stock.
Ruane, Cunniff & Goldfarb Investor Day, May 20, 2011 – See discussion of IBM on page 4.
Amazon.com: Who Says Elephants Can’t Dance?: Leading a Great Enterprise through Dramatic Change: Louis V. Gerstner – Buffett mentioned he re-read the book in the CNBC interview in which he revealed Berkshire’s purchase of IBM.