Links of Interest – April 6, 2012
Q1 2012 Letter to clients | Motiwala Capital
The Apple Conundrum: When To Sell? ~ market folly
Philippe Laffont’s Coatue Management: Technology Trends Presentation ~ market folly
Investing Lessons From Richard Rainwater ~ market folly
James Montier White Papers 2002 – 2011 | ValueWalk
Bruce Berkowitz’s Check List: Survival, Earnings, Integrity, Reputation, and Growth
The Intelligent Investor: Keynes: One Mean Money Manager – WSJ.com
Analysis: RIM CEO’s brave face masks limited options | Reuters
BlackBerry Fans Cite Reliability as They Snub Competitors – Bloomberg
Lessons from the King of Blackjack | Mercenary Trader
Likely Buyers for RIM? Amazon and Microsoft/Nokia – Forbes

