Wednesday, May 21, 2014


Eddie Lampert video excerpts from the Sears Holdings Annual Meeting (LINK)

Buffett’s Berkshire Discloses $528.7 Million Verizon Bet (LINK)
The Verizon investment was probably taken by one of his backup stock pickers, Todd Combs or Ted Weschler, based on its size, said Richard Cook, co-founder of Cook & Bynum Capital Management LLC. The deputies each oversee about $7 billion for Berkshire and have gotten more funds from Buffett since being hired in 2010 and 2011.
Expeditors International 8-K, “Responses to Selected Questions”, is always a good read (LINK)

Ryan Holiday: My Creative Secret: Quantity Over Quality — And Commitments (LINK)