Sunday, November 10, 2013
Treasure Hunters of the Financial Crisis
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Five years ago, the global financial system was falling apart. Lehman Brothers had imploded. Banks had stopped lending. Foreclosure signs w...
Charlie Munger on Berkshire's 15 best deals...
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Via Whitney Tilson’s notes from the 2005 Wesco Annual Meeting : The reason I keep talking about the record without the 15 best deals ...
Saturday, November 9, 2013
Charlie Munger on opportunity cost
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Via the Santangel’s Review transcript of Charlie Munger at Harvard-Westlake (January 2010): Berkshire Hathaway is constantly kicking...
Friday, November 8, 2013
Charlie Munger on continuous learning
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From my notes on his 2007 USC Law School Commencement Speech : Wisdom acquisition is a moral duty. It’s not something you do just to a...
Richard Duncan on Macro Analytics
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Link
Howard Marks on Bloomberg (video)
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Nov. 8 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, the world’s largest distressed-debt investor, talks about Twitte...
Priceline's Longtime CEO Hands Over Reins
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Thanks to Matt for passing this along. I guess it's one to add to the 100 to 1 in the stock market list. Priceline.com Inc. replac...
Earnings Call Podcast....
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Have any readers come across a way to download earnings calls onto an iPhone for U.S. companies? I've been using the 'earningscast...
CNN Money video: What Buffett learned from Munger
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Thanks to George for passing this along. Link
Thursday, November 7, 2013
The Absolute Return Letter, November 2013: Euthanasia of the economy?
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QE has had two noticeable and positive effects. It has saved the world from a financial meltdown not once, but twice, and it has had an ov...
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