My interview with Zeke Ashton of Centaur Capital | Street Capitalist: Event Driven Value Investments – Good advice and information from a value investing pro.
Resources – Great collection of letters and articles by Graham, Buffett and Klarman.
TJX’s Sales Growth Not Bad Considering the Economy — Seeking Alpha – Good showcase for YCharts, an interesting research tool.
Distressed Debt Investing: Wisdom from Seth Klarman – Part 1 – Loaded with the usual deep insights which have made Klarman followed by so many.
Buffett, Railroads, and the Lessons of History (BRK-A) – A lesson on doing your homework.
Selected Notes from Sequoia Fund, Inc. Meeting May 14, 2010 – A few good nuggets in anticipation of the official meeting notes.
The Most Underrated Part of Warren Buffett’s Success (BRK-A, BRK-B) – Roger Lowenstein opines about Buffett.
Who Will Follow Buffett?
Who is Buffett’s New Man?