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.

Articles

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

Videos/Interviews

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)