Thursday, March 26, 2015

March 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,



Warren Buffett:

Berkshire’s portfolio changes in Q4: Dataroma
Buffett delegating more to his deputies: Salt Lake Tribune
Buffett tells deputies to supervise newest Berkshire businesses: Bloomberg
Buffett’s German to do list: Handelsblatt
The fun has just started in auto sales Buffett says: Bloomberg
Buffett’s son is not heir apparent: CNBC

2014 Berkshire Annual report links:

2014 Berkshire Hathaway Annual Report: Berkshire
Article Buffett mentions on Jim Ling: D Magazine
Grading Buffett after 50 years: Fortune
Buffett on CNBC: Value Investing World

Berkshire’s acquisition of Kraft:

3G to acquire Kraft: Bloomberg
How Kraft Rolled out the welcome mat: WSJ
Kraft and 3G: WSJ
“Will own Kraft forever” says Buffett: CNBC
3G buying to keep: CNBC
Kraft Heinz structure: CNBC
The Kraft negotiations: CNBC


How to develop your best investment ideas with Josh Brooks of Granite House Capital: Youtube
Wilbur Ross on the housing market and oil prices: Bloomberg
Highlights from Seth Klarman’s 2014 letter: Bloomberg
More highlights: Valuewalk
Baupost sifted through energy companies: Bloomberg
Mohnish Pabrai at TiE SoCal: Youtube
Mohnish Pabrai and Guy Spier Google Talk: Youtube
Tribute to Donald Keough who lead Coke through the New Coke debacle: New York Times
Tribute to Irving Kahn who lived until 109 and worked under Ben Graham: Bloomberg