Wednesday, March 4, 2015


How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK)

Horizon Kinetics' March Commentary (LINK)

Absolute Return Letter - March 2015: Tigers in Africa (LINK)

A Warning From Buffett About Banks [H/T Linc] (LINK)

The $62bn secret of Warren Buffett’s success (LINK)

One Potential Weakness of Berkshire Hathaway (LINK)

John Kay: The best strategy is to be good at whatever it is you do (LINK)

The Price of Oil Is About to Blow a Hole in Corporate Accounting (LINK)

Andrew Smithers: Corporate Japan’s cash flow surplus (LINK)

The Governor of the Bank of Uganda on "The Economics of Mobile Money" (LINK)

Essay: The death of international development [H/T @peterbuffett] (LINK)