Was wir lesen – Rückspiegel KW 14

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Video: Seth Klarman

Glenview Capital: Annual Letter

Fairfax: Annual Letter

AxA Immoselect: Dubioses Umtauschangebot

China Frauds: Beitrag ValueView

Frostas Aprilscherz

Procter&Gamble verkaufen Pringles

Michael Burry: Vortragsnotizen

Charlie Munger und BYD

Qualitätsprobleme beim Buffett-Wert Johnson&Johnson

Damodaran zu Banken

Damodaran zu Katastrophen und Bewertungen

Die AIG Story

Ein potentiell interessantes Buch: “Predatory Trading and Crowded Exits: New Thinking on Market Volatility”

St. Joe Company und der Leucadia Flugplatz.

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