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Weekend reading

October 15, 2010 Leave a comment Go to comments

A sick CEO’s full disclosure: In the current corporate environment where CEOs tend to not disclosure material events, it is good to see a CEO who takes the right path to shareholder disclosure.

Henry Singleton – Master of Capital Allocation: Singleton, co-founded Teledyne, is considered on of the masters at capital allocation. A great article on his principles and how we can apply it to our investment decisions.

Michael Burry’s letters to investors: Michael Burry has made some of his early letters available to the public.

Ackman’s charitable work: Ackman’s activist investment style has been covered by the media, but the work he does for charities and his donating his wealth has not be that well covered.

Categories: Reading
  1. N/A
    October 21, 2010 at 5:50 pm

    I’m wondering how your fund did in 2010 through the end of Q3? You were previously quite prompt in posting results after the quarter’s end. Looking forward to seeing results.

    • parasd
      October 22, 2010 at 1:48 pm

      Should have it up this weekend.

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