Friday, February 20, 2015

Invitation: YellowBRKers Meet and Greet at the Berkshire Annual Meeting

Dear readers,

You are invited to an event I host every year during the Berkshire Hathaway Annual Meeting weekend.

YellowBRKers 2015 details:

The 2015 event will be held at the same time and location as in prior years.

Friday May 1st from 4PM to 7PM

DoubleTree by Hilton Omaha Downtown
1616 Dodge Street
Omaha, NE 68102

For more details and registration:

I look forward to seeing you there!


Tuesday, February 17, 2015

February Compilation of Value Links From Around the Web

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

Feel free to reach out with questions or comments,



Wilbur Ross “Why I’m ready to invest more in Europe.” CNBC
Wilbur Ross on Oil: CNBC
Five Good Questions with Mohnish Pabrai and Guy Spier: Part1, Part2
Demographics of India are Promising For the Future – Mohnish Pabrai: Bloomberg India and Part 2
Mohnish Pabrai's December 2014 talk to Sanjay Bakshi's MDI class: Value Investing World
Bill Gates’s Big Bet on Reducing Poverty: Bloomberg
Bill and Melinda Gates Foundation Annual Letter: Gates Notes
Bill and Melinda Gates discuss their foundation's work to improve global healthcare and combat poverty: Charlie Rose
Greenlight Capital’s Q4 letter: Marketfolly
Longleaf Partners Q4 Letter: Longleaf
Bruce Berkowitz on Sears: Valuewalk
Bank of America B warrants (hint – I own BAC/WS/A in my portfolio. Not the B warrants): Beyond Proxy
Klarman: What I’ve learned from Warren Buffett: CNBC
Atul Gawande: The Building Industry’s Strategy for Getting Things Right in Complexity: Farnam Street
Bill Gates at Davos 2015 – Sustainable Development A Vision for the Future: Value Investing World
Highlights of Warren Buffett Interview on Fox Business: David Kass
GMO 4th Quarter letter: GMO
Inside Google’s Secret Lab: Graham and Doddsville