The Graham Holding deal – another example why only Warren BuffetT can invest like Warren BuffetT.
The Emerging Market slowdown hits many “rich world” companies
HIGHLY RECOMENDED: I never knew that John Hempton from Bronte is actually publishing monthly letters and performance (Hat tip to Al Sting). Read all of them, for instance September 2013 on why they are short Swedish quality companies or how they got squeezed out from a crowded short.
The Aleph blog has a great series on how Berkshire Hathaway is actually structured. Part 2 with the somehow dodgy trust structure has been extremely interesting.
Wexboy on how to come up with investment ideas (Spoiler: read a lot and then some more…)
Finally, the always great Brooklyn investor with a nice analysis of DirecTV, the largest “non-BuffetT” position at Berkshire.