Thursday, May 28, 2015


Dick Fuld's first public remarks since Lehman's collapse (LINK)

Mary Meeker's 2015 Internet trends presentation (LINK)

A couple of articles by Larry Cunningham, author of Berkshire Beyond Buffett: The Enduring Value of Values ...
A Berkshire Opportunity Cost: Listed Family Firms 
The Integrity of Clayton Homes and the Politics of “Investigative Journalism”
Aswath Damodaran: The Value and Pricing of Cash: Why low interest rates & large cash balances skew PE ratios (LINK)

Credit Strategist Michael Lewitt On Navigating The Current Madness In Money Markets (video) [H/T ValueWalk] (LINK)

John Mauldin: World War D – Deflation (LINK)

Matt Ridley: Cholesterol is not bad for you (LINK)
Related article (from 2002): What if It's All Been a Big Fat Lie?
Was this the world's first murder victim? (LINK)
According to The Bible, Abel was the world's first murder victim, killed at the hands of his brother Cain. 
But now archaeologists have discovered a skull dating from 430,000 years ago which shows distinct evidence of foul play.