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