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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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
Other:
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
