The biggest story of the week is about David Sokol. If you do not know what I am referring to, check out the original story on WSJ.com. Everyone feels the need to comment, and there have been many dumb articles on the topic, with clearly little if any research done. since I am not an expert on Berkshire Hathaway I have refrained on writing on the issue. To date I have only found one person who has done some real journalism on the topic. He wrote several articles on the topic, so I will just give a link to the website. Make sure to check out Ravi’s site http://rationalwalk.com/, where there are many well-researched, and well-written articles on the topic.
Below is the rest of the link-fest.
Ajit for CEO? | Alice Schroeder: The Official Website
A profitable retailer trading at net-net levels- Duckwall Alco (DUCK)
One on One with James Grant — GuruFocus.com
Number of the Week: PCs Make Americans $500 Billion Richer
How Verizon could purchase Sprint and harm Vodafone [Cautious Bull]
Follow the Money: From MERS to Fraudclosure
Why you should read
BUFFETT DISCUSSES THE USA’S PLUTOCRACY, LESSONS FROM THE CRISIS & DABBLES IN MMT
Charlie Sheen and the SEC filing…
Cheapest Stocks on the S&P 500
Cracker Barrel: An Old Country Store With No Cash
China Japan Presentation – By Vitaliy Katsenelson – ContrarianEdge
30 Best CEOs – Barrons.com
Currency and Value Investing
Bill Ackman Starts Activist Position in Alexander & Baldwin (ALEX) (via Marketfolly.com)
Is Bruce Berkowitz slipping?
15 Minutes with Warren Buffett Nets Advice For a Lifetime.html?pg=1
Electronic Systems Technology (ELST.OB) – A Profitable Business for Free
Calculating the intrinsic value of Diploma
Deep Value Nano Cap with +4% dividend yield
Sunday Spectacle CXV
12 Year Old Boy with IQ Higher than Einstein’s attempts to Disprove Evolution and The Theory of Relativity
13% of all US homes are vacant
It’s 2026, and the Debt Is Due
A serious look at GE ahead of its annual meeting
Things are not as good as they look
Bernanke vs. Graham: In whom do you trust?
Microsoft’s Odd Couple
Rare earth prices surge; funds pour in amid speculative concerns
Talmud Study Now Mandatory in South Korea
On this week’s Consuelo Mack WealthTrack, a television exclusive with Tocqueville Fund’s contrarian money manager Robert Kleinschmidt and Morgan Stanley Smith Barney’s Chief Investment Officer Jeff Applegate, and their surprising views of the opportunities and risk in global stock markets.