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crocodon

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  1. Also: http://blogs.marketwatch.com/capitolreport/2017/01/19/live-blog-and-video-of-steven-mnuchins-treasury-secretary-confirmation-hearing/
  2. Interesting to see Wilbur Ross's expected appointment considering his connection with Jim Lockhart.
  3. Salary + bonus + benefits run into the millions for many public company directors. I genuinely don't see how this can be justified. Surely there are plenty of talented people who could/would do the job for less. Is there anything that can be done about this? Why do institutional shareholders stand for it?!
  4. 9:30am according to this website. https://www.cadc.uscourts.gov/internet/sixtyday.nsf/fullcalendar?OpenView&count=1000 Thanks, btw, is the streaming working for anyone? I have it on but so far don't hear anything Not working for me - anyone else? Nope- can't get it to work. "Stream not found."
  5. I'm more interested in the sneakers :-) http://running.competitor.com/2016/03/photos/running-shoes-for-a-billionaire-brooks-releases_147548
  6. Interesting and extensive discussion on valuing BRK: http://www.semperaugustus.com/2016BRK.aspx
  7. I've been trying to find more information on Nick Sleep since I heard Guy Spier refer to him. I haven't really come up with much, other than that he was previously at Marathon and Nomad (and now seems to run Sleep, Zakaria & Co in London). Robert Vinall in the most recent RV Capital report refers to Nick's letters (http://www.rvcapital.ch/wp-content/uploads/2016/01/Co-Investor_Letter_2015_EN.pdf). I'd be really interested in getting hold of them- does anyone know how? Thanks!
  8. How does his legal background help in the investment process?
  9. On cloning BRK: http://mebfaber.com/2015/11/24/what-is-a-better-strategy-invest-in-berkshire-or-buffetts-stock-picks/
  10. Authers' is generally worth reading/watching. I googled him a while ago and came across this: http://incakolanews.blogspot.sg/2009/02/john-auther-of-ft-leads-amazing-double.html?m=1
  11. Nice visual summary of some ratios around the world: http://www.starcapital.de/research/stockmarketvaluation
  12. Is anyone planning on going to this event and has anyone been in previous years? I'm considering it, but would be interested to hear other people's thoughts.
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