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,



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