Weekly links
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.
value and opportunity 