Tuesday, January 5, 2016


How To Find Intelligent Fanatic CEOs Early (LINK)

Culture Eats Strategy: Nucor’s Ken Iverson on Building a Different Kind of Company (LINK)
Related book: Plain Talk: Lessons from a Business Maverick 
Related previous post: The importance of culture
Mohnish Pabrai: Bubbles - Past, Present and Future (video) [H/T ValueWalk] (LINK)

The Absolute Return Letter - January 2016 (LINK)

When tarantulas grow blue hair (LINK)

Investing book of the day: The Zulu Principle

Investing quote of the day: "...once an outstanding management has proven itself and fundamental conditions have not changed, shares should never be sold just because the stock has had a huge rise and may seem temporarily high priced." -Phil Fisher (Common Stocks and Uncommon Profits and Other Writings)