Saturday, 28 February 2015

Weekend reading

Limited posting this weekend. I'm binge watching the new season of House of Cards

2014 Berkshire letter

Value investing community loses a legend: Irving Khan (1905-2015) (G&D)

Few things on Mark Mobius: post on China, interview on emerging markets and on Charlie Rose from 1995 (starts from around the 36 min mark)

Seth Godin on mass production and mass media (Seth's Blog)

Two posts on leverage: (i) Debt's Two Sides: Riches and Misery (NYTimes) and (ii) How Addiction to Debt Came Even to China (FT)

Investing in Cuba - interesting article on a few closed end funds (Barrons)