Monday, 18 August 2014

Links of interest

Joel Greenblatt on small cap stocks

NY Times article on Donald Graham and his plans post Washington Post

Collection of Seth Klarman links

Bill Ackman's 2014 Q2 letter to investors

Carl Icahn on the merits of activist investing

Nice summary on George Soros' investment approach

Peter Lynch speech on the US economy (video from 1994). Some parts are hilarious

Recent Larry Robbins interview (he is the founder of Glenview Capital)