Value Investing World

Friday, February 24, 2012

Rising Oil Prices Pose Global Risks, Burbank Says (video)

Feb. 24 (Bloomberg) -- John Burbank, founder and chief investment officer of Passport Capital LLC, talks about investment strategy and the impact of oil prices on global markets. Burbank speaks on Bloomberg Television's "InBusiness with Margaret Brennan.

Posted by Joe Koster at 2/24/2012
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Joe Koster
Email: valueinvestingworld@gmail.com Twitter: @VInvestingWorld
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About VIW

Value Investing World is a blog dedicated to promoting the multidisciplinary approach to investing and development of – as Charlie Munger describes it – a latticework of mental models. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines that it thinks worth reading or watching, and will occasionally post investment ideas that it thinks are worthy of either investment or further investigation by those with a value investing philosophy.

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Useful Links and Other Recommended Reading

  • Buffett Partnership Letters
  • Berkshire Hathaway Shareholder Letters
  • Berkshire Hathaway Owner's Manual
  • Warren Buffett - A Compilation
  • Buffett FAQ
  • Charlie Munger - The Art of Stock Picking
  • Charlie Munger - Academic Economics
  • Charlie Munger - The Psychology of Human Misjudgment
  • Charlie Munger - 2007 USC Law School Commencement Notes
  • Poor Charlie's Almanack
  • An Investing Principles Checklist from Poor Charlie's Almanack
  • Interview with Peter Bevelin
  • Second Interview with Peter Bevelin
  • Oaktree - Howard Marks Memos
  • GMO
  • Select Articles by Whitney Tilson
  • Tweedy, Browne Papers and Speeches
  • CAP at Columbia
  • Legg Mason Funds: Mauboussin Commentary
  • BFBV @ MDI
  • Martin Capital Management Annual Reports
  • Apollo Investment Management - Reports and feature articles
  • Hussman Funds
  • Fairfax Shareholder Letters
  • Francis Chou's Annual Letters
  • Grant's Interest Rate Observer
  • Value Investor Insight
  • Outstanding Investor Digest
  • Sandman's Place
  • Corner of Berkshire and Fairfax
  • Simoleon Sense
  • Farnam Street
  • My Investing Notebook
  • Reflections on Value Investing
  • ValueWalk
  • Dah Hui Lau (David)
  • News from 1930
  • Rational Angle
  • FutureBlind
  • Pat Larkin's Value Journal
  • The Manual of Ideas Blog
  • Street of Walls
  • Street Capitalist
  • The Inoculated Investor
  • GuruFocus
  • The Big Picture
  • Mises Institute
  • Yahoo Finance
  • EDGAR Company Filing Search
  • Nasdaq - Search Institutional and Manager Holdings
  • Stock Buyback Announcements
  • Insider Trading Activity
  • SEDI - Canada Insider Buying
  • Canada Insider Buying
  • Magic Formula Investing
  • Greenblatt / Magic Formula Related Screen
  • The Manual of Ideas
  • Value Investors Club
  • 52 Week Low List
  • TED
  • The Teaching Company
  • Edge
  • Khan Academy
  • Academic Earth
  • OpenCourseWare
  • MIT OpenCourseWare
  • Open Yale
  • YouTube EDU
  • Open Culture
  • FORA.tv
  • Free Large Educational Video & Audio Library
  • Coursera
  • A Reading Odyssey
  • The Economist
  • The Gates Notes

All-Time Favorite Posts

  • Favorite Quotes
  • Charlie Munger - USC Law School Commencement - May 13, 2007
  • Charlie and Checklists
  • An Investing Principles Checklist from Poor Charlie
  • Fully Translated: Li Lu's Foreword to Poor Charlie's Almanack
  • Interview with Peter Bevelin, author of Seeking Wisdom - from Darwin to Munger
  • Second Interview with Peter Bevelin
  • Interview with Andrew Boord
  • Ben Franklin's 13 Virtues
  • Ben Franklin - 3 Essays - The Ephemera; The Whistle; Franklin and the Gout
  • Ben Franklin and the Junto
  • Ben Franklin on Humility (and some crafty advice on persuasion)
  • Nassim Taleb on Seneca
  • Seneca quotes (on time)
  • Welcome Disagreement. Avoid Argument.
  • Herbert Simon quote on the value of mental models
  • Seth Klarman quote and some thoughts on deliberate practice in investing
  • Warren Buffett quote on filters
  • Quote (on success, failure)
  • Howard Marks on defensive investing
  • Warren Buffett on Diversification - 1966
  • Warren Buffett’s Comments on Inflation
  • Fortune: December 2001 - Warren Buffett on the Stock Market
  • Berkshire Hathaway 2007 Annual Meeting - Valuation/IRR Question
  • Thomas W. Phelps on opinions
  • It’s a matter of reading and asking questions
  • Tariq Ali’s Notes from Li Lu’s 2010 Lecture at Columbia
  • Warren Buffett's 2007 Shareholder Letter
  • Warren Buffett's 2008 Shareholder Letter
  • Seth Klarman Letters: 1995 - mid 2001
  • What's the point of macro? - By: Dylan Grice
  • Tradewinds - David Iben’s September 2010 Commentary: Slumdog Millionaire
  • Complex systems: Ecology for bankers
  • Ricardo Semler Lecture: Leading by Omission
  • Hussman Weekly Market Comment: Tending Seeds - Reacting, Responding, Planting, and Watering
  • The Effect that Buying with a Margin of Safety has on Your Returns
  • The Effect of Discount Rates on Intrinsic Value
  • Selling Cash-Secured Put Options
  • Market Valuation, Revulsion, and a Few Things on the Horizon
  • Food, Freedom, and Economic Natural Selection
  • Steve Keen: Behavioral Finance Lectures
  • Staying within the Circle
  • The Capacity of Self-Control
  • What it takes to be great
  • THE CHECKLIST - by Atul Gawande
  • The Most Astounding Fact About the Universe

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