Weekly links
Must read: Berkshire 2011 shareholder letter
GMO quarterly letter
Damodaran on Facebook and IPO “pops”
Interesting post about David Einhorn’s views on highly levered companies
Walter Schloss died last week at age 95
Tag Archives: walter schloss
Weekly Links
MUST READ: Walter Schloss interview / speech
Katsenelson on cyclical stocks
Credit Suisse investing yearbook 2011. Treasury trove of historical data e.g. 110 year rates of returns
Bronte on the latest accounting fraud and former MoMo darling Diamond Foods
All strategy is local by Bruce Greenwald
Interesting post about how to limit portfolio positions
Marty Whitman is going to retire at age 87. Sort of.
value and opportunity 