Archive for June, 2011

Weekend reading

June 24, 2011 3 comments

Einhorn shorts Wilpon: A look at Einhorn’s investment in the NY Mets

Interview w/ IBM’s CEO: The giant recently turned 100. Read how this company has survive this long and what it sees in the future

Why are reforms so difficult: Research on why governments fear reforms

Categories: Reading

Weekend reading

June 17, 2011 Leave a comment

All revenue is not created equally: Bill Gurley’s take on revenue and valuation for internet companies

Why Cities keep growing: Great conversation with Geoffrey West on the science of cities

Baron’s Investment Roundtable: Always a good read to understand macro issues

China’s entrance exam test: Similar to the SAT, China’s own entrance exam test

Uncertainty is not the problem: Is the problem with the stock market due to uncertainty over future US policies or current policies

Buffett on Inflation and impact on returns: A classic from Buffett

Categories: Reading

Weekend reading

June 10, 2011 2 comments

India Dynamism meets Dysfunction: The biggest challenges facing India’s growth

The USPS Nears Collapse: The much needed restructuring at USPS.

Categories: Reading

Weekend reading

June 3, 2011 Leave a comment

Private firms to treat wastewater in Marcellus area: Great news for companies like Heckmann

Longleaf Partners Annual Presentation: Mason Hawkins and team discuss some of their current holdings

China’s Water Concerns: Pollution starting to have its impact felt

Categories: Reading