Here is my compilation
of the most interesting topics from around the web.
Feel free to reach out
with questions or comments,
Alex
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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
