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

Rhetological Fallacies

Investing Lessons From Richard Rainwater ~ market folly

James Montier White Papers 2002 – 2011 | ValueWalk

Business sales of Macs are growing as companies like CBS increasingly buy them for employees – The CIO Report – WSJ

Alpha Hunter Lauren Templeton on Generating Alpha from Value Investing | AllAboutAlpha: Hedge Fund Trends & Alternative Investment Analysis

Bruce Berkowitz’s Check List: Survival, Earnings, Integrity, Reputation, and Growth

Peter Cundill’s Reading List

The Intelligent Investor: Keynes: One Mean Money Manager –

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


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