Sunday, 3 August 2014

Weekend links

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