– Don Braid on ‘Clear Vision’: Great talk on what makes great companies what they are
– Horizon Asset Management’s Quarterly Commentary: A great read. Think of it as a primer in valuation
– Notes from the recent Value Investing Congress: Detailed notes from the recent VIC.
– Interview w/ Timothy Geithner and Wang Qishan: Great interview between the two economic powers. No wonder why Lee Kwan Yee like Wang Qishan