Archive

Archive for February, 2011

Weekend reading

February 25, 2011 Leave a comment

Secrets of a Mind-Gamer: How to train your mind and improve memory

Jim Grant – UNICEF Visionary: A great book on the history of vaccination. In a 15 year timespan, vaccination coverage increase from 20% to 70% of the population.

Economic Meltdown Looming: Bob Rodriquez of FPA Capital says the current political and economic path can lead to another economic meltdown

Interview with Bruce Berkowitz: Bruce’s thoughts on banks, insurance companies, and MBIA

Berkshire’s annual letter: A must read

Sears’ Annual Letter: Eddie Lampert’s thoughts on increasing shareholder value, public policy on job creation, and Sears’ performance

Categories: Reading

Weekend reading

February 18, 2011 Leave a comment

Graham and Doddsville – Winter 2011 edition: Always a great read

Hayman Capital letter: Good read on what the government is doing and its impact on the market

Long Leaf Annual Letter: One of the great value investors

Presentation from Tim McElvaine: A rare opportunity to hear from Tim, who tends to be media shy

Honey Bee Collapse: The honey bee crisis and the impact on global food production

Cooking the books: Why firms issue financial misstatements

Categories: Reading

Weekend reading

February 12, 2011 Leave a comment

The natural resource curse: Why countries with access to natural resources sometimes fail in economic development.

Buffett’s process for prioritizing: Tips from one of best at focusing on what needs to be done.

When Irish Eyes Are Crying: Good article on the Irish crisis by Michael Lewis

The misunderstood side of value investing: The difference between cheap and value

The Bill Gates Foundation Annual Letter: A great read about what the most powerful NPO is doing

Nokia’s CEO’s ‘burning platform’ email: He outlines fundamental changes in the cellphone market. Even a giant is not secure in the tech industry

Inside the GGP Restructuring: A good look back at how the GGP restructuring saga unfolded

Categories: Reading

Weekend reading

February 5, 2011 1 comment

China’s drive for Indigenous Innovation: What China is doing to compete and win the innovation battle against the West.

Berkowitz interview with Bloomberg: Great read on his thoughts about AIG, China/US, and financial companies.

Peter Cundill’s legacy

Bill Gross’ latest: Always a good read

Chinese and Indian Entrepreneur beating the US: So far the emerging markets have been known for cheap labor, but that is changing quickly.

Don’t enter the Dragon: A short piece on staying away from the Chinese small caps.

Rethinking the Great Recession: Could too much prosperity for long periods lead to major crisis.

8 Biases that cripple decision making: Avoid them in your decisions

Categories: Reading