Category: Reading
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Weekend reading
– Weschler Rise from Grace: Profile on Berkshire’s Ted Weschler – Hillary Clinton’s next move: Would be great to see her at the top in 2016 – Bruce Berkowitz’s return to the top: The superb return after a dismal 2011 – Bruce Berkowitz talk: Great to hear him come out and start talking
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Weekend reading
– Bank of America turnaround reaches milestone: BAC has reached a huge milestone and set for a good 2013 – What works on Wall Street: It comes down to one of the toughest physiological skill, discipline. –
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Weekend reading
– Longleaf Partners letter: Always worth reading – Charlie Munger lecture: Latest from Munger
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Weekend reading
– Notes from Pabrai’s presentation: Great stuff on the basic skills needed to be a great investor – Graham and Doddsville Newletter: Latest edition
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Weekend reading
– Munger’s wisdom: Great collection of Munger’s speech and writings – Interview with Prem Watsa: Always great to hear his thoughts –
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Weekend reading
– Lessons on holding cash: How Buffett thinks about cash. Great investment lesson – Notes from Pabrai Fund meeting: From Pabrai’s most recent meeting with partners –
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Weekend reading
– India’s ‘silent’ prime minister: A tragic story of the fall of one of the most respected bureaucrat of India. Definitely a very one-sided bias view. – Investor Day at Sequoia Funds: Always a treat to read these guys’ thoughts. – Wilbur Ross: Profile on one of the best investors around
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Weekend reading
– Presentation by Pabrai and Spier: Great stuff from these two guys – Chou Funds semi-annual letter: One of the must read for me
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Weekend reading
– JPMorgan’s CEO Dimon: Always worth hearing from one of the best in banking – The Financial Systems Death Knell: Latest from Eric Sprott – Chinese bank CEO’s pay: Huge difference in approach to pay for bank CEOs
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Weekend reading
– Do Investors Learn from Mistakes: Most investors don’t but the great ones are those that learn from their and others’ mistakes – A Bit Greedy: Lengthy interview w/ the folks at GoodHaven – Hidden Value at Sears: Finally Eddie Lampert’s work at Sears is starting to get noticed – Bruce Berkowitz presentation on Sears:…