– Indians taking over hotels in vacation areas: Distressed asset buying yields more than cash sitting in savings accounts
– Sprint bets the company on iPhone: I’m shocked at management’s dumb decision making.
– North Dakota’s oil boom: Fracking has created a huge boom in oil and gas
– Euro break-up: The Consequences: Great report on the cost of Euro break-up
– Finding Value in Hard-Hit European companies: Good time to look for European companies that have great assets and business operations in Europe and Emerging markets
– Longleaf Q3 letter: Always good to hear their thoughts