Sunday, November 1, 2015


A big thanks to everyone who responded to the Downloading Earnings Calls post. I'll experiment a bit and try and get back with another update.

A Dozen Things Learned from Charlie Munger (Distilled to less than 500 Words) (LINK)
Related book: Charlie Munger: The Complete Investor
Trust and Consequences: A Survey of Berkshire Hathaway Operating Managers [H/T Linc] (LINK)

A great presentation on Texas Instruments' Capital Management Strategy [H/T @AlexRubalcava] (LINK)

Paul Graham: A Way to Detect Bias (LINK)

Two Sequoia Fund Directors Resign as Valeant Losses Mount (LINK)

Mutual Fund Observer, November 2015 [with some Sequoia Fund discussion] (LINK)

The Pershing slides on the Valeant call (LINK) [And in case you missed the largely opposite conclusions: John Hempton's take]

Inside the Secretive Circle That Rules a $14 Trillion Market (video) [H/T Matt] (LINK)

The Closing of a Newsroom’s Mind - by Donald Graham (LINK)

The Rise and Fall of For-Profit Colleges (LINK)

Stoic Week 2015 Handbook (LINK)
Related previous post: Stoicism quotes, thoughts, and readings