value and opportunity

Prem Watsa’s Fairfax annual meeting notes from Cove Street Capital

Good interview with Peter Cundill disciple and Deep Value investor Jeroen Boes

Some simple but very good thoughts about Apple from the Brooklyn investor. By the way: This is one of the best value investment blogs in my opinion !!

Recommended: Entertaining post about the investment process at Eastcoast Management

Interesting special situation from Wexboy: EIIB (Ex-Bank)

Longish but very interesting interview script with Markel’s Tom Gayner

Rare interview with Cable Cowboy John Malone

Via Gurufocus: A KPN analysis with lots of data.