Wednesday, August 17, 2016


A Teacher Who Changed My Life - by Bill Gates (LINK)

Special Situations Ideas Forum - Robert Robotti [and others that join in later] on Subsea 7 (video) (LINK) [A big thanks to Vishal for setting this up and passing it along.]
Related link: Chris Bloomstran interview and Subsea 7 thesis (Chris is also in the video above)
Broyhill Asset Management's mid-year letter to investors (LINK)

How to find undervalued businesses, and why you should ignore management (LINK)

Ford plans to have a fleet of fully autonomous cars operating in a ride-hail service by 2021 (LINK)

Gino Blefari: "Real Estate Investing" | Talks at Google (video) (LINK)
Gino Blefari is the chief executive officer for HSF Affiliates LLC, which operates the real estate brokerage networks of Berkshire Hathaway HomeServices, Prudential Real Estate and Real Living Real Estate (Warren Buffett’s real estate franchise business).
The meaning of trust in the age of Airbnb - by Tim Harford (LINK)