Weekend reading

A sick CEO’s full disclosure: In the current corporate environment where CEOs tend to not disclosure material events, it is good to see a CEO who takes the right path to shareholder disclosure.

Henry Singleton – Master of Capital Allocation: Singleton, co-founded Teledyne, is considered on of the masters at capital allocation. A great article on his principles and how we can apply it to our investment decisions.

Michael Burry’s letters to investors: Michael Burry has made some of his early letters available to the public.

Ackman’s charitable work: Ackman’s activist investment style has been covered by the media, but the work he does for charities and his donating his wealth has not be that well covered.

2 responses to “Weekend reading”

  1. I’m wondering how your fund did in 2010 through the end of Q3? You were previously quite prompt in posting results after the quarter’s end. Looking forward to seeing results.

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