Weekend links

Lots of interesting reading. Have a great weekend!

Manual of Ideas conference summary of best ideas

Bloomberg overview of Fosun, a holding company based in China that has adopted BRK like insurance based holdco structure

Another Bloomberg profile, this time on Bill Heinecke founder of Minor International a Thailand based/listed holding company

How the PayPal mafia redefined success in Silicon Valley

Q2 reporting season is upon us and linked is a quarterly update from one of the managers I respect highly focusing on Asian stocks

Babe Ruth, Warren Buffett and True Icons

NYTimes profile on Jim Simons founder of RenTech, a quant hedge fund...fascinating guy

Carlos Slim is looking to dismantle part of his empire due to regulatory pressure. Restructurings are always interesting and often a great source of ideas

Panel talk with Felix Zulauf, James Montier and David Iben

Talks at Google: Mebane Faber, "Global value: How to spot bubbles, avoid market crashes and earn big returns"

Michael Maubossin on skills vs luck in investing

Not an investing related topic, but this video is worth watching. It's from Bobby Sager who is a very successful businessman and about 15 years ago decided to take his family on the road to very difficult places and try to solve difficult problems. Highly respect the guy