New post coming soon but in the meantime a few things to read/watch
All things Charlie Munger
Stan Druckenmiller's Delivering Alpha speech, mostly on the Fed policy
Mohnish Pabrai talk at Google, on his approach as a value investor
Ray Dalio's continuing explanation on the economic machine
A CEO who uses the approach of Graham and Buffett
Rethinking buybacks from the CFO magazine
