saltybit

He mentioned it here http://brooklyninvestor.blogspot.ca/2014/03/email-updates-not-working.html RSS still works, though. oh didn't see that. Thanks!

Thanks, great read. For some reason, I'm not getting email alerts from brooklyn investor anymore.

A Beginner's Guide to Irrational Behavior: https://www.coursera.org/course/behavioralecon

starting at 1:09:00, he talks about his rationale for the merger with AT&T (& TCI), and what happened afterwards.

Not sure if this was posted before:

This article also does a good (more detailed) summary of their history. http://www.answers.com/topic/jardine-matheson-holdings-limited-1

Thanks for sharing, will take a further look at those companies.

Hi DTEJD1997, mind sharing a few ideas or sectors that would be good to look at? So far, the only Chinese companies I had invested in previously were Internet companies like BIDU (since those are audited by firms I trust more). One company I am keeping my eye on is NTE, but so far, not comfortable yet to pull the trigger on it.

http://www.zerohedge.com/news/2014-02-28/howard-marks-end-devil-always-wins

WaPo article: http://www.washingtonpost.com/blogs/wonkblog/wp/2014/02/27/the-incredible-stock-picking-ability-of-sec-employees/ The research pub: http://www.darden.virginia.edu/web/uploadedFiles/RajgopalSECtradingpaper.PDF

It's nearly that time of the year again, wanted to put this out as a placeholder for interesting reports/letters that folks will have read for this year.. So far, the sample of BRK's letter takes the cake for me.

Unless you want dividend income, isn't KMR more attractive than KMP? From slide 4 in Kinder Morgan's presentation http://www.kindermorgan.com/investor/presentations/Credit_Suisse_2014_Energy_Summit.pdf

http://www.modernluxury.com/san-francisco/story/go-west-young-bank-bro

US Household Debt Service Ratio at low since 1980 (from Calculated Risk blog) http://www.calculatedriskblog.com/2014/02/update-household-debt-service-ratio-at.html

Netflix performance on Verizon and Comcast has been dropping for months http://arstechnica.com/information-technology/2014/02/netflix-performance-on-verizon-and-comcast-has-been-dropping-for-months/

I found it quite interesting to read given what's currently transpiring with his companies.

Not sure if this was posted before, but a 3-part interview with John Malone in April 2009. http://www.bizjournals.com/denver/stories/2009/04/20/daily97.html?page=all http://www.bizjournals.com/denver/stories/2009/04/27/daily24.html?page=all http://www.bizjournals.com/denver/stories/2009/04/27/daily45.html?page=all

Packer, how would you rank the various telcos in order of attractiveness? I assume Telecom Italia and GNCMA are high up on that list? Also, since telecom is a very regulated industry, which countries/regions tend to have friendlier regulation vis a vis telco companies?

http://www.insurancejournal.com/news/national/2014/02/07/319835.htm http://insurancenewsnet.com/innarticle/2013/10/14/google-amazon-might-plant-big-footprints-in-insurance-distribution--a-404490.html#.UvUoTZFZJG5

GCVRZ http://seekingalpha.com/article/1909261-best-ideas-for-2014-long-gcvrz

http://www.reuters.com/article/2014/01/16/tencent-finance-idUSL3N0KP1BY20140116

SIRI and LMCA

https://soundcloud.com/the-odd-lot/john-hempton-audio-interview

Morningstar has a recent article on the topic, but more interested in thoughts of people on this board. http://news.morningstar.com/articlenet/article.aspx?id=631398