[Weekend reading material]

Hi everyone,

 

I just posted some hard-to-find reading material on twitter (

), and I figured I'd post it here too in case anyone is interested. Cheers.

 

Keynes - annual chairman letters: https://dl.dropboxusercontent.com/u/97410619/Keynes%20Chairman%20letters.pdf

 

Sam Zell - Grave Dancer: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20grave%20dancer.pdf

 

Sam Zell - Emma's Allure: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20emmas%20allure.pdf

 

Sam Zell - Pension funds in Peril: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20pension%20fund%20peril.pdf

 

Ed Thorp on investing in distressed shipping with Bruce Kovner: https://t.co/DX5cr2n6kC

 

Forbes - Tom Murphy's Pleasant Cash Problem: https://dl.dropboxusercontent.com/u/97410619/tom%20murphy%20pleasant%20cash%20problem.pdf

 

Forbes - Henry Singleton, the Sphinx Speaks: https://dl.dropboxusercontent.com/u/97410619/singleton%20sphinx%20speaks.pdf

 

Alice Schroeder's 1999 report on Berkshire Hathaway: https://dl.dropboxusercontent.com/u/97410619/Schroeder%20BRK%201999%20%28Paine%20Webber%29.pdf

 

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Update: Dropbox broke the old links. See the update at the archives of https://lembascapital.com/weekly-readings/.

 

[Good book(s) on Fannie Mae/Freddie Mac?]

Shaky Ground by Bethany McLean may be what you are looking for.

[Where are the accounts of the great real estate investors?]

Here's a great essay about an Italian investor in real estate post-WWII: http://www.privateinvestmentbrief.com/blog/alpha-in-real-estate/