Linkkilista (vko11)

Muutama mielenkiintoinen linkki:

• The Aleph Blog – Buy-and-Hold Can’t Die
• The Aleph Blog – Buy-and-Hold Can’t Die, Redux
• BRK Ticker – History of Berkshire Hathaway: Valtava kokoelma tietoa!
• Bill Ackman’s Full Presentation on Canadian Pacific
• Martin Capital Management – Annual Report 2011
• John Paulson’s Presentation on Why Hartford Financial Should Spin Off Its P&C Business
• Bridgewater – An In-Depth Look at Deleveragings
• Old School Value – Making Decisions Without All The Facts
• MagicDiligence – Strayer Education
• Above Average Odds – Sandstorm Metals & Energy: A Look Under the Hood Part 1

Linkkilista (vko02)

Muutama mielenkiintoinen linkki:

• John Burns – Housing’s Road To Recovery
• Longleaf Partners Funds – FY11Q3 Letter To Shareholders
• Whitney Tilson – T2 Annual Shareholder Letter 2011
• Whitney Tilson – An Analysis of Berkshire Hathaway
• Whitney Tilson – An Analysis of Dell
• The Economist – Rich managers, poor clients: A devastating analysis of hedge-fund returns
• Kelpie Capital – Yukon Nevada Gold – “An Inflection Point?”
• David Einhorn (Greenlight Capital) – Stock Idea: Microsoft (2006)