Wednesday, November 16, 2011
Take flight from Europe’s policy food fight – By Bill Gross
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What has become obvious in the last few years is that debt-driven growth is a flawed business model when financial markets no longer have an...
2010 Graham & Dodd Breakfast Video: Cheah Cheng Hye
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On October 21, 2010, Chairman and Co-Chief Investment Officer, Mr. Cheah Cheng Hye of Value Partners Limited, was the keynote speaker at the...
Graham and Doddsville - Fall 2011
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Thanks to Matt for passing this along. It features Lee Cooperman, Mario Gabelli, and Marty Whitman. Link to: Graham and Doddsville - Fall 20...
Kyle Bass on BBC HARDtalk (video)
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Found via Zero Hedge . Link Link
Tuesday, November 15, 2011
This 28-Year-Old's Startup Is Moving $350 Million And Wants To Completely Kill Credit Cards
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Found via the Corner of Berkshire & Fairfax . There's a tiny 12-person startup churning out of Des Moines, Iowa. Dwolla was foun...
James Grant Video: ECB's Response to Debt Crisis, Money Printing
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Nov. 10 (Bloomberg) -- James Grant, publisher of Grant's Interest Rate Observer, talks about the European Central Bank's response to...
Monday, November 14, 2011
Nassim Taleb on Seneca's Asymmetry
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Link to: Seneca's Asymmetry
Jeff Bezos Owns the Web in More Ways Than You Think - By Steven Levy
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“What I’m about to show you,” Jeff Bezos says, “is the culmination of the many things we’ve been doing for 15 years.” The CEO of Amazon.co...
John Mauldin: Where is the ECB Printing Press?
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Europe remains the focus of markets, and rightly so. But the picture is not as clear as one would like. Different analysts point to differen...
RS Capital Appreciation Fund - Q3 Commentary
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Focus... We have come to a keen focus on high-quality growing and advantaged businesses with the benefit of years of visiting, analyzing, ...
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