Here is my weekly
compilation of the most interesting topics from around the web.
Feel free to reach out with
questions or comments,
Alex
-----------------------------------------
Google
Talks featuring Larry Cunningham author of: Berkshire Beyond Buffett”: Youtube
Notes
from the Capitalize For Kids Sohn Canada 2014 featuring Ainslie, Adrangi,
Gottfried, Akre etc: Marketfolly
Atul
Gawande on his book: “Being Mortal: Medicine and What Matters in the End”: Charlie Rose and at the Aspen
Institute
Tracy Britt Cool in
Fortune Magazine: Fortune
Advice from Tracy
Britt Cool: CNBC
Sandy
Gottesman talking about long time friend Warren Buffett: Bloomberg
David
Enhorn on CNBC talking about opportunities he is finding: CNBC, His
short thesis on AthenaHealth (CNBC),
Apple is firing on all cylinders (CNBC), People
are misunderstanding SunEdison (CNBC)
Kyle
Bass on his investment in General Motors: CNBC
Berkshire
Hathaway’s wind investments: WSJ
Interview
of Lee Carroll, CEO of Berkshire Hathaway Specialty Insurance: Business
Insider
Elon
musk speaks about Tesla and SpaceX at Vanity Fair’s New Establishment Summit: Youtube
Warren
Buffett’s 6 best investments of all time: Fortune
Notes
from Sohn Conference San Francisco: Marketfolly
Interview
of Google co-founder and CEO Larry Page: Financial
Times
How
Berkshire’s Brooks Running Shoes plans to become a billion dollar brand: Fortune
Julian
Robertson on the three most important things in investing: Marketfolly,
thoughts on the bond bubble (Bloomberg),
Asia is a golden place for hedge funds (Bloomberg)
and Japan’s economy needs more juice (Bloomberg)
Bruce
Berkowitz on managing risk and reward: Youtube
Donald
Graham speaks about Warren Buffett and Berkshire Hathaway: David
Kass
Profile
of Larry Cunningham’s “Berkshire Beyond Buffett”: WSJ
Warren
Buffett’s recent acquisitions of capital intensive companies: WSJ
Old files from Walter Schloss surface: Valuewalk
Buffett’s
BNSF bet is paying off: Bloomberg
John
Malone and his use of tax breaks: Bloomberg
Will
Thorndike on when share buybacks are a good idea: Harvard
Business Review
Berkshire
to acquire Duracell : David
Kass blog
What
successful fund managers were buying in selling in the third quarter: Dataroma