Ruane, Cunniff & Goldfarb Investor Day Transcript (May 2016) [H/T ValueWalk ] ( LINK ) Buffett's 167-year-old railroad tests skies...

The New Yorker reviews Jeff Gramm's book,  Dear Chairman ( LINK ) Shane Parrish talks to Pedro Domingos on The Knowledge Project pod...

Mental Model: Commitment and Consistency Bias ( LINK ) Today’s Inequality Could Easily Become Tomorrow’s Catastrophe - by Robert J. Shille...

Here's Why the Pundits Are Wrong About Warren Buffett - by Roger Lowenstein ( LINK ) It takes a lot of cherry-picking to make him loo...

Berkshire’s Jain Tells Gen Re Staff to Fix ‘Problem’ With Costs [H/T Will] ( LINK ) Mohnish Pabrai's Hedge Fund Interview Guide ( LINK...

Superman and Stocks: It's not the Cape (CAPE), it's the Kryptonite (Cash flow)! - by Aswath Damodaran ( LINK ) FRMO August 2016 Le...

Bill Gates on personalized learning ( LINK ) Why primary research is overrated [H/T  @StaleyRdCap ] ( LINK ) Related previous posts: 1)...

John Huber has an excellent post on the 1977 WSJ article on Warren Buffett I linked to a couple of days ago. I wanted to highlight a coup...

In his recent Talk at Google , Clayton Christensen said the following near the beginning of his presentation:  "The word theories g...

Howard Marks on What Politics Means for Investors (video) [H/T ValueWalk ] ( LINK ) Related previous post:  Howard Marks Memo: Political R...