Was wir lesen – Rückspiegel KW9

Aleph Blog on Buffett Shareholder Letter

Baupost Fund Letters 1995-2001 – Seth Klarman – ein “must read”

Seth Klarman Auszüge aus dem 2010er Letter

Buffett CNBC Transskript

Barrons Interview First Eagle Funds aus Dez 2010

Das Buch ist bestellt und wir hier vorgestellt (There’s Always Something to Do – The Peter Cundill Investment Approach)

Sehr gutes Interview mit Ray Dalio von Bridgewater:

Damodaran contra Buffet zu Black Scholes – Siehe auch den Buffett Shareholder Letter 2007.

Howard Marks (Oaktree) on Regulation

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