Category: Reading

– India Interrupted: Infrastructure problems facing India – Fairholme Q2 Letter: Latest from Berkowitz

– Why Berkshire is killing it right now: A wonderful way to play the housing market recovery – Muddled models: Why economist’s models fail to work – Krugmenistan vs Estonia: Where Krugman fails – Consumers are hopeless at math: Why do we fail even at basic math skills?

– Interview with Irving Kahn: The legend is still investing at an age of 106. – East Coast’s Q2 Letter: Great stuff for true value investors – Delivering Alpha Conference: Good place to go for idea hunting

– ValueX Presentations: Great stuff to see what others are finding in this market – Why Countries Fall Apart: Fans of Jared Diamond will enjoy this – Psychology of Discounting: Lack of math skills can be a disadvantage –

– Michael Mauboussin on Buybacks: There is so much more to buybacks than what meets the eye – Mutual Fund Boards are Failing: Corporate boards are known to not do much but Mutual Fund boards might be even worse – A glimmer of hope: Euro crisis is painful to watch but each crisis creates a…

– How to kill a currency: A look at the Austro-Hungarian currency union in 1918 –  Europe on Brink: From Mr. Death, Nouriel Roubini – Genworth and Canadian Housing market: A look at what is keeping Genworth’s stock so cheap –

– True Lessons of the recession: Great paper on learning from this great recession, instead of just hoping it goes away – Turning Slumdogs into Millionaires: An article on Pabrai’s Dakshana Foundation – Pershing Square letter to investors: Latest from Bill Ackman. He discusses JCP and Citi, which I’ve started to look into.

– Distress Mortgage Conditions: Great visual of the 30+ day delinquent mortgage in US. Still a huge pile of mortgages that need to be foreclosed/restructured. – How to be a better and happier investor: Constantly watching the market is draining and leads to stupid actions – Population growth and impact on GDP: It is amazing…

– Peter Thiel’s controversial plan: He definitely doesn’t shy away from controversy. His new plan funds students to drop-out of college. – US Manufacturing doing well: This has been going on for a while now but finally people are starting to notice it – China buying up Spanish assets: Great to be a buyer in…

– GM pulls Facebook ads: Even though online advertising will keep growing we knew that just putting ads online doesn’t lead to sales. Now only if the market wakes up and realizes the stupid valuation these internet companies are getting – Notes from Leucadia’s Annual Meeting: I’ve been reading this blog for a while now,…