Friday, October 9, 2015


A transcript of Sanjay Bakshi's latest talk (LINK)

Stock Certificate Signed in 1956 by Warren Buffett Offered at Auction [H/T Linc] (LINK)

Howard Marks on Bloomberg from a few days ago (videos) [H/T ValueWalk] (LINK)
"All prudent investing starts from reasonable expectations." 
"The best defense against illiquidity is not needing it...not needing liquidity. It's buying things you can hold for a long period of time."
Pluto's Sky Is Blue! Well, Kinda. (LINK)