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Adam Neuman is back
About to watch this
Source: @StevenBartlett
The Pensions Warren Buffett Runs
How has Warren Buffett approached Berkshire’s $15 billion in pension plan assets
Anytime your competitors know what you do- but find it hard to copy, you know you have a moat there”
Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006.
He was ahead of his time
Source: Value Investor Insight
A list of the Warren Buffett lunch winners till 2009.
Other than Mohnish and Guy, who knows what the other winners are up to?
Peter Lynch wrote down this list
Ways to Improve Investment Performance
h/t: @gnoble79
Tom Russo , who oversees more than $9b, on how he chooses an appropriate discount rate.


























