"It is true that in the packaged goods industry, volume trends for everybody — whether they’re fat or lean in their operation — volume...

What the Hell Happened at GE? - by Geoff Colvin ( LINK ) How Elon Musk became an inequality machine - by Roger Lowenstein ( LINK ) Banks...

"Charlie and I don’t think about the market. And Ben [Graham] didn’t very much. I think he made a mistake to occasionally try and plac...

"One, remember to look up at the stars and not down at your feet. Two, never give up work. Work gives you meaning and purpose and life...

The Formula for Valuing All Assets ( LINK ) 25iq: A Dozen Things I’ve Learned About Negotiation - by Tren Griffin ( LINK ) John Carreyro...

Welling on Wall St. interview with Mark and Jonathan Boyar [H/T @chriswmayer ] ( LINK ) Two Important Investment Principles - By John Hube...

Microsoft Founder Bill Gates addressing India's top policy makers (video) [H/T @oraunak ] ( LINK ) A Perfume that Smells Like Poop? - ...

Exploring the latticework: Some reflections and a list of around 100 cross-disciplinary mental models - by Chetan Parikh ( LINK ) Mars Buy...

Seth Klarman's 2015 Year-End Letter [I've seen this linked to in a couple of places, but it probably won't be available for long...

Warren Buffett Endorses Hillary Clinton in Omaha (Full Speech) (video) ( LINK ) Microcap Activism is a Hard Road to Travel - by Jeff Gramm...

If you have Netflix, I highly recommend the BBC's  Life Story series, narrated by the great David Attenborough. It looks like you can a...

Thornton O'Glove: "Quality of Earnings" | Talks at Google ( LINK ) Related book:  Quality of Earnings The Values of Value I...

2003 CFA Magazine article (Inaugural Issue): Living Legends [Bernstein, Bogle, Brinson, Buffett, LeBaron, Neff, and Templeton] [H/T  Barry R...

Oaktree Insights - Strategy Primer: Investing in Mezzanine Debt ( LINK ) Spring 2016 Issue of Graham & Doddsville ( LINK ) Horizon K...

Performance vs. Outcomes ( LINK ) Alec Ross: "The Industries of the Future" | Talks at Google ( LINK ) Related book:  The Indu...

I'm getting caught up after being away for a bit, so some of these are several days old... The Best Teacher I Never Had - By Bill Ga...

The Best Books Bill Gates read in 2015 [H/T ValueWalk ] ( LINK ) The Two Sides of Seneca and A Lesson on Human Fallibility ( LINK ) The...

If you have haven't listened to Shane Parrish's interview with Jason Zweig yet, I highly recommend it. Jason mentions a number of g...

The WSJ has written a couple of critical articles on Theranos, HERE and HERE . Theranos responded with a statement HERE . Elizabeth Holmes ...

Catching back up after a few days in Miami... PBS Program: E.O. Wilson – Of Ants and Men , premieres Wednesday, September 30, 2015 ( LINK ...