- Warren Buffett’s Kraft Heinz deal was unlike any Berkshire has done. He may not want to repeat it (here)
- Charlie Munger — An idiot could diversify his portfolio (here)
- Kraft Heinz books more than $1B in charge. Profit slumps (here)
- Inflated bond ratings helped spur the financial crisis. They’re back (here)
- The rot within India’s credit agencies (here)
What are we reading?
What are we reading?
Leaked Version of the Final Greek Agreement (Peter Spiegel)
Kraft Heinz board of directors (Valuewalk)
Alex Tsiparis’s U-Turn (Economist)
When to sell a stock (SafalNiveshak)
Henry Singleton: Master of capital allocation (Greg Speicher)
Beowulf Capital 