What are we reading?

John Malone buys more LILAK (Link)

What they said when the world changed (Link) (Recommended Reading)

Free Fall (Link)

IDFC-Shriram Merger (Link)

 

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What are we reading?

Valuation of Indian Cement Players (Link)

Buffett understands business better than anyone else (Link)

The intellectual yet idiot (Link)

Where you cannot generalize from knowledge of parts (Link)

Lawmakers intensify pressure on Wells Fargo (Link)

When reality turned inside out (Link)

RCom-Aircel merger: the real story (Link)

 

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)