What are we reading?

  1. Bubble in quality? (here)
  2. What are we seeing 29-11 version (here)
  3. Has Buffett lost it? (here)
  4. Banks 10 years return (here)
  5. CNBC complete interview with John Malone (here)
  6. Haircuts for Indian finance — bald or bold (here)
  7. Core investment tenets – upslope capital (here)

What are we reading?

Markel Q2 Results Discussion (RationalWalk)

Notes from the AGM — Bajaj Auto Ltd (Ankur Jain)

Cost of capital — Opportunity cost (Hurricane Capital)

Old Post — Alice Schroeder on Reddit (Reddit)

Buffett on Banks (Fundoo Professor)

What Geico’s acquisition costs and other associated costs taught me about business economics, management quality and valuation (Fundoo Professor)