Monday, November 17, 2014

Weekly Compilation of Value Links - November 17th



Here is my weekly compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

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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
Michael Lewsi on the 25th anniversary of Liar’s poker: Charlie Rose
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 was bought and sold in Berkshire’s portfolio in the 3rd quarter: David Kass Blog
What successful fund managers were buying in selling in the third quarter: Dataroma