A fascinating hour long talk from John Burbank at UC Berkeley - Invest in things that have never happened before (Value Walk)
Third Avenue's Q3 2015 letters (Third Ave.)
On a related note, I highly recommend to read the Q2 2015 letter of the credit fund (link here, from page 32). A very succinct description of a Chapter 11 restructuring process
Sohn Canada Investment Conference Notes 2015: Capitalize For Kids (Market Folly)
A Dozen Things I’ve Learned from Charlie Munger about Capital Allocation (25iq)
From Ferraris to Cement, Europe's Rich Families Turn Dealmakers (Bloomberg)
Love story from the FT - Silvio Berlusconi and Vladimir Putin: the odd couple (FT)
Related: Putin interview by Charlie Rose on 60 Minutes (CBS)
Buffett on giving - In the first of the FT's Ambitious Wealth interviews, Warren Buffett says philanthropy is getting younger and going global (FT)
Confirmation Bias: Your Brain is So Judgmental (Big Think)
FT correspondent on how to survive — and thrive — in Hong Kong (FT)
First part of an interesting Vice documentary - How Pablo Escobar's Legacy of Violence Drives Today's Cartel Wars (Vice)
