Sunday, 21 December 2014

Holiday links

This is going to be the last post of the year. This blog has certainly been fun to write and wanted to thank all of you who stopped by or reached out during the year, it’s been a pleasure. Posting will resume in the New Year. Meanwhile below is a bunch of links to keep you busy in the coming weeks.

Wishing everyone a (very PC) happy holidays and prosperous New Year.

A Dozen Things I’ve Learned From Bill Ackman about Value and Activist Investing (25iq)
Bill Gates’ list of best books in 2014
Bruce Greenwald on the Motley Fool, talking about value investing in Asia
Charles Brandes’ profile in the Globe and Mail
James Montier’s white paper on the world’s dumbest idea (shareholder value maximisation)
Another Montier link, this time on stock market valuation
Mark Mobius’ blogposts on Malaysia and oil
Mohnish Pabrai’s advice to a 12-year-old investor (Forbes)
Warren Buffett and the next 50 years (WSJ)
Brief history about Solomon Brothers (DealBook)
Interesting FT profile on chess master Magnus Carlsen
Very good post on the power of habits

Amit Wadhwaney lecture
Arnold Van Den Berg’s annual client review
Aswath Damodaran’s CFA talk on valuations and story telling
Charlie Munger talk from 2008 held at CalTech
Mohnish Pabrai’s talk at Boston College
Jim Grant’s top 2015 ideas (hint: Russia)
Warren Buffett Q&A at the Forbes 400 philanthropy summit

On the shortness of attention span: Norway and the concept of slow TV (TED)