Thursday, March 10, 2016


Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK)
Related book: It's Earnings That Count
What Buffett and Seth Klarman Say About EBITDA (LINK)

Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK)

Keep It Simple (LINK)

Weston Hicks' 2015 Annual Letter to Alleghany shareholders [H/T Will] (LINK)

On the impacts of the China's presence in Latin America (LINK)

Videos from The New Yorker Festival 2015 (LINK)

Quote of the day [H/T Lewis Johnson]: “In reading the lives of great men, I found that the first victory they won was over themselves... self-discipline with all of them came first.” - Harry S. Truman