What are we reading?

Email Communication between Muthu and Prof. Bakshi (WiseWealthAdvisors)

Hedge Fund Due Diligence Uncovers Serious Questions (ValueWalk)

How Warren Buffett Calculated ROE (ValueResearchOnLine)

Deutsche Bank: An inside look at Former CEO’s role in LiborGate (ZeroHedge)

Why Microsoft’s Windows 10 Upgrade is bad news for Intel (BusinessInsider)

What are we reading?

Simply knowing isn’t enough to change behaviors (FarnamStreet)

The evolution of a value investor (ValueWalk)

Heinz completes Kraft Merger, Buffett to Join Board (NYTimes)

Our previous post on Heinz Kraft merger and our thoughts (here)

Warren Buffett re-examines Re-Insurance (WSJ)

The education of AirBnB’s Brian Cheksey (Fortune)

How Shelby made $900M in Insurance (Valuewalk) H/T: AlphaIdeas

Be Skeptical; Mantri Developers Assures 100% Return Again with SEBI and RBI watching (capitalmind) H/T: Alphaideas

Persistent Systems: Globetrotter (Persistent)

Links for the weekend — what are we reading?

Hope is not an investing strategy (Safal Niveshak)

Why a few banks are really sweating heading into earnings season (Business Insider)

How to think like Sherlock Holmes (Farnam Street)

Molycorp Inc, files for Chapter 11 Bankruptcy protection (Valuewalk)

Another Ackman merger? Valent said to be in talks with Zoetis (Valuewalk)

Hugh Hendry bet big on Chinese Futures before the selloff (Valuewalk)

The value hunter — Seth Klarman searches for Value in a Sky High Market (Valuewalk)