Some links (06/2017)
Charlie Munger speaks at the AGM of the Daily Journal
The “Becoming Warren Buffett” documentary (h/t Monevator)
Current trends in China (h/t marketfolly)
Great annual letter from Longcast Advisors
A great collection of spin-off reading material (Greenblatt, Munger, Klarman)
Google’s self driving car team already cashed out and left. Still no self driving cars on the road but fatal accidents are rising. I guess car insurance will stay for some time. (h/t Abnormal Returns)
Very touching documentary I think, although not much new investing-wise.
If you found the current trends in China interesting, they link to the same document I found as doing research for YY. I think the stock presents a good value case currently, take a look at my blog.