Sunday Link-Fest and Consuelo Mack Interview with David Herro of Oakmark

Great interview this week. On this week’s Consuelo Mack WealthTrack, Great Investor David Herro, Morningstar’s International Stock Fund Manager of the Decade. The contrarian minded manager of three Oakmark International Funds discusses why he is finding value in some of the world’s most challenging markets.

Book of the week: SuperFreakonomics: Global Cooling, Patriotic Prostitutes, and Why Suicide Bombers Should Buy Life Insurance (released May 24th 2011)

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More

The Happy Warrior (great article about Bill Ackman)

Malone’s Barnes & Noble Bid Evokes ‘Buffett-Like’ Strategy

Money Lessons for Every High-School Graduate –

Musings on Markets: Is Skype worth $8.5 billion? An exercise in valuing young, growth companies

William J. Ruane – The Making of a Superinvestor

Dundee Corporation 2010 Letter to Shareholders

Favorite Quotes from Q1 Hedge Fund Letters: Passport, Kleinheinz Capita, and Omega

T. Boone Pickens Abandons Wind for Natural Gas

Fund Manager Turned Farmer Faces Drought

Longtop Short-Sellers Show Mistrust Hurts China IPO Market

Deceptive Returns

Money Lessons for Every High-School Graduate –

Full House Resorts Update

Jim Chanos on CNBC

Jim Rogers interview at Investment U

Manhattan Builders Plan Big Decade for Towers

Hathor Exploration

Bill Gates Pushed for Skype Acquisition

Seth Klarman’s Favorite Stock Picks

Chinese Spreading Wealth Make Vancouver Homes Pricier Than NYC

Two Keys to Microcap Investing

OK, You’re Rich. Now What? –

Hedge Farm! The Doomsday Food Price Scenario Turning Hedgies into Survivalists | The New York Observer

Did B&N’s Riggio have the Burkle flu?

Fashionable JD not for me

Discount to normalized earnings: FIGI.PK: Fortress International Group

Tessera Sees Spin Potential For Imaging & Optics

Impossible Dream Project, Part 1