Thursday, April 9, 2015


Jamie Dimon's Letter to Shareholders (LINK)

PBS: America Revealed episodes (LINK)

TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)

Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)

NYC Pension Earns $40 Million Over 10 Years, Pays Fund Managers $2 Billion (LINK)

Howard Marks on CNBC: No compelling bargains right now (video) [H/T ValueWalk] (LINK)

Sanjay Bakshi Session on Value Investing at IIM Ranchi (video - not the greatest audio) (LINK) [The slides are available HERE.]

OTC Adventures blog: Lessons Learned (LINK)

Claudio Borio's INET Conference Presentation (LINK)

Bobcat snatches shark out of the ocean (video) (LINK)

Book of the day: Dropping Ashes on the Buddha