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
Seth Klarman Tells His Investors: Central Banks Are Treating Investors Like “Foolish Children”
"Surreal doesn't even begin to describe this moment," Seth Klarman noted in his second-quarter letter to the Baupost Group investors. Commenting on the market developments over the past six months, the value investor stated that events, which would typically occur over an extended time frame, had been compressed into just a few months. He noted Read More
This Net-Net Strategy Worked Wonders in Japan
Could Ben Graham’s value formula also work in the US?
People talk about bubbles all the time these days?
But what exactly is a bubble?
First Preorder of a Premium Book Package, and Immediate Plans
Value Investing Journey is out with a new book.
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.
Charlie Munger Had Terrible Tragedy and Become Who He is Today
What is your excuse?
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]