“An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative.” - Benjamin Graham
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: www.Yellowbrkers.com
I look forward to seeing you there!
Alex
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,
Alex
-----------------------------
Wilbur Ross “Why I’m ready to invest more in Europe.” CNBC
Wilbur Ross on Oil: CNBC
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
Inside Google’s
Secret Lab: Graham
and Doddsville
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