Value Investing World
Friday, July 31, 2015

Links

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Warren Buffett’s Family Secretly Funded a Birth Control Revolution [H/T Linc] ( LINK ) Donald Yacktman: "Viewing Stocks as Bonds...

Harvey Firestone quote

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From  Men and Rubber: The Story of Business : Sometimes it seems that it might be better to go back to those simpler days, that one might ...
Thursday, July 30, 2015

Links

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Mark Zuckerberg's latest book club book is also a Charlie Munger recommendation,  Genome: The Autobiography of a Species in 23 Chapters ...
Wednesday, July 29, 2015

Links

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Bill Gates reviews the book  Stuff Matters: Exploring the Marvelous Materials That Shape Our Man-Made World ( LINK ) Tom Weik, Mohnish Pa...

Boyles Q2 letter excerpt

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Below are some sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosu...
Tuesday, July 28, 2015

Oaktree's responses to oil questions on quarterly conference call

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I thought these were worthwhile comments to share: Christopher Harris [Wells Fargo analyst]   First question relates to the opportunity...

GMO Quarterly Letter: Price-Insensitive Sellers and Ten Quick Topics to Ruin Your Summer

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Link to: Price-Insensitive Sellers and Ten Quick Topics to Ruin Your Summer (free registration may be required) GMO's 2Q 2015 Letter...

Links

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The Audible Daily Deal is a good one today. It's a Great Courses lecture series from Robert Sapolsky (for $2.95):  Being Human: Life Les...

The first principle of salesmanship...

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From Harvey Firestone in Men and Rubber: The Story of Business : Thereby, quite unconsciously, I turned up the first principle of salesma...
Monday, July 27, 2015

Links

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A Dozen Things Charlie Munger has said about Reading ( LINK ) Related books:  Charlie Munger: The Complete Investor   Poor Charlie...
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