What are we reading?

Crazy Investing Facts (here)

The great bribe-the-distributor program (here)

Is another tech bust coming (here)

Counter-intuitive competitive advantages (here)

Recessions: it’s been a while (here)

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What are we reading?

  • Pershing Sqaure Quarterly Call (Valuewalk)
  • Ackman defends Pershing’s loss in Valeant (NYTimes)
  • My indirect experiences with Valeant (GuruFocus)
  • Why Whitney Tilson is loading up on BRK.A/B? (GuruFocus)
  • Jim Chanos on Wall Streek Week (YouTube)

Been reading a book called ‘Extreme Ownership — How Navy Seals Lead and Win’ — Terrific book on leadership. Found a lot of lessons practical and useful as a leader (Amazon)

What are we reading?

  • Valeant — A detailed look into a dangerous story well told — Part I, II, III (az)
  • Valeant — A detailed look into a dangerous story well told — Part IV (az)
  • Valeant Pharma — some comments (BronteCapital)
  • Project Owl Documents — Ferrari (SEC)
  • Fait Chrysler profits look good but Bernstein Research worries about debt (Forbes)
  • Marchionne talks of industry mergers called signs of Panic (Bloomberg)
  • Fiat Chrysler CEO spar over consolidation on call (WSJ)