Hottest Links edition for Sunday Afternoon (see Friday’s hottest links here). We hope to make hottest links a regular feature and this is just the beginning of a great linkfest to appear regularly. Today, the story of Charlie Munger you never heard; net net investing was a superb strategy in Japan applying it to the US; oldie but goodie interview with John Malone, a new book from a great value investor is coming out shortly, when luck and skill mix in value investing, what is the definition of a bubble? a new movie about John Malone is coming out. That and other stories check it out below.
Hottest links for Sunday July 21, 2013
Hottest links: Value Investing
The Contrarian: The Story of Sir. John Templeton
This Net-Net Strategy Worked Wonders in Japan
Could Ben Graham’s value formula also work in the US?
[Nate Tobik, Oddball Stocks]People talk about bubbles all the time these days?
But what exactly is a bubble?
[Cullen Roche, Prag Cap]First Preorder of a Premium Book Package, and Immediate Plans
Value Investing Journey is out with a new book.
[Jason Rivera, Value Investing Journey]
All the notes you need from the hedge fund ‘gurus’ at the Delivering Alpha Conference
This man has got you covered
Mavericks Lecture 2012: John Malone
Old Interview with John Malone, check it out below.
[Joe Koster, Value Investing World]
Charlie Munger Had Terrible Tragedy and Become Who He is Today
What is your excuse?
[Joshua Kennon, Joshua Kennon]
Saber Capital Client Letter and Some General Thoughts
A shareholder letter from value investor John Huber
[John Huber, Base Hit Investing]
Hottest Links: Value Stocks
Dart Group – When to sell / Skill & Luck in investing
Dart Group a value investor’s story of luck and skill.
Microsoft Blowout-Quant Value pain
Microsoft Corporation (NASDAQ:MSFT): does it have a moat?
[Wesley R. Gray, Turnkey Analyst]
