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)

What are we reading? — Berkshire

Mondelez International — a possible target for Kraft Heinz (Brooklyn investor)

Berkshire Hathaway profit drops 37% (WSJ)

Berkshire Hathaway nears deal to buy Precision Castparts (WSJ)

Stock owners of Precision Castparts (Dataroma)

Warren Buffett might bet on Aerospace boom to lift precision castparts deal (WSJ)

Why a takeover of precision castparts would be typical Buffett (WSJ)

Disclosure: Own BRK

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)

What are we reading?

John Malone and his Cable Media empire (jInvestor)

Piramal Enterprises (BigInvestor)

Roller Coaster investing (Sanjay Bakshi)

Titan Q1 dips 15% (MoneyControl)

A year on, how Vishal Sikka put his stamp on Infosys (LiveMint)

Worst investment / retirement mistakes (Subramoney)

How much do I need to retire early in India (FreeFinCal)

Is this India’s worst real estate nightmare (LiveMint)