Links of Interest – January 6, 2012

Why Best Buy is Going out of Business…Gradually – Forbes – The impact of the Internet is an essential question when analyzing a business.

Interview: Jeffrey Ubben of ValueAct Capital | Frankly Speaking – Very smart guy. Profitable to listen to how he thinks about investing and businesses.

Quotes from Charlie Munger on Intelligent Investing – Pure gold. Deceptively simple – very profitable.

INVESTING; An Academic Way to Beat the Market – New York Times – Dr. Arbel has a book (just got a used copy) that is on the recommended book list at Columbia’s value investing program.

Cara Goldenberg: Analyst to hedge fund founder in 6 years – Dec. 28, 2010 – On the wisdom of focusing on great management teams


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