Friday, April 17, 2015


Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK)

Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK)

The Apollo Asia Fund's Q1 Report (LINK)

Horizon Kinetics: 1st Quarter 2015 Commentary (LINK)

Five Good Questions for Michael Yogg about his book, Passion for Reality (LINK)

Hank Paulson (discussing his new book Dealing with China: An Insider Unmasks the New Economic Superpower), and Steve Wynn on Charlie Rose (video) (LINK)

Hoisington Quarterly Review and Outlook, First Quarter 2015 (LINK)

This CEO may have the sweetest job around [H/T Phil] (LINK)

Y Combinator President Sam Altman is Dreaming Big (LINK)

Square’s Jack Dorsey Puts It All Together (LINK)

Mark Zuckerberg chooses Michael Chwe’s Rational Ritual for his book club (LINK)

Book of the day [H/T Phil]: The One Hour China Consumer Book