Old School Value Nugget Fest (March 7th Edition)
Table of Contents
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Buffett
- Analysis of Annual Letter by Safal Niveshak [PDF]
- Warren Buffett Moves the Goalposts! (The Rational Walk)
- Warren Buffett CNBC Interview: Summary, Video & Transcript (market folly)
Other gurus
- Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You Eventually (The Acquirer’s Multiple)
- An Interview with Steve Romick of First Pacific Advisors (Barrons) [PDF]
Process
- An Investment Approach That Works (Farnam Street)
- Not Caring: A Unique and Powerful Skill (Collaborative Fund)
Company analysis
- Why most acquisitions are a mistake according to Aswath Damodaran. (CFA Institute)
- The Value Chain Constraint (Stratechery by Ben Thompson)
- The Risk of Low Growth Stocks (Intrinsic Investing)
- Delivering on What Customers Really Need (Intrinsic Investing)
- MBA Myth and Cult of the CEO (Institutional Investor)
Markets & research
- Don’t Dismiss The Dire Message From ‘The Index Of The Volume Of Speculation’(The Felder Report)
- Value Versus Growth: The International Evidence by Eugene F. Fama, Kenneth R. French (SSRN) [PDF]
In case you haven’t read enough about Kraft Heinz yet
- The Perils of Investing Idol Worship: The Kraft Heinz Lessons! (Aswath Damodaran)
- 3G Capital discovers the limits of cost-cutting and debt (The Economist)
Misc
- 10 Breakthrough Technologies 2019, curated by Bill Gates (MIT Technology Review)
