dcollon

Great video. Thanks for posting JoelS

Berkowitz’s Fairholme Loses Annual Gain on Fannie-Freddie http://www.bloomberg.com/news/2014-10-02/berkowitz-s-fairholme-loses-annual-gain-in-day-on-fannie-freddie.html

http://www.bloomberg.com/video/david-tepper-on-stocks-bonds-fannie-and-freddie-s~bPsCBFSWOmHYM5aPnTFw.html

Thanks to ValueWalk Leon Cooperman, Howard Marks Talk Investment Strategy http://tinyurl.com/pgwccfa

Thanks to Valuewalk. http://www.valuewalk.com/2014/09/buffetts-plug-detroit/

Leon Cooperman comments on Calpers decision. http://www.bloomberg.com/video/omega-s-leon-cooperman-ebay-paypal-calpers-hedge-funds-BVMIhH6TT2ixBDjcN0b0JA.html

That's great. Thanks for posting the article.

http://fortune.com/2014/09/17/warren-buffett-benjamin-moore/

Interesting announcement out of Calpers Calpers to Exit Hedge Funds, Divest $4 Billion Stake http://www.bloomberg.com/news/2014-09-16/calpers-pulls-all-4-billion-in-hedge-funds-citing-costs.html

I can't wait to read the notes from this meeting. Here is the first Bloomberg article: http://www.bloomberg.com/news/2014-09-10/munger-says-burger-king-tax-critics-stark-raving-mad-.html

I would agree with TorontoRaptorsFan. I really enjoyed reading this book and learning more about Guy and his journey through his educational and investment life to date. The detail and sharing of personal information was great. He points out how he completely changed his lifestyle, where he lived, etc...even down to discussing how he structured his office based on his personality traits. In addition, he mentioned that he and Mohnish spent time analyzing the ideal distance from home to office. Those are just two small parts that I loved. It was a refreshing and enjoyable book to read.

I really enjoyed this book and would highly recommend it. I now have to go back and read his previous book. I think the combination of investment stories/successes with the quant analysis was well done.

Thanks for posting the presentation/video.

Max, That's fantastic. Thank you

I know some people on the board enjoy reading Gladwell like I do. http://www.newyorker.com/magazine/2014/08/11/crooked-ladder

http://www.cnbc.com/id/101884484

Forgive me if this was already posted: Stanley Druckenmiller: CNBC Delivering Alpha http://video.cnbc.com/gallery/?video=3000296912#.

Interesting...thanks for posting the article Liberty.

Interesting analysis of potential storm surge costs. http://www.corelogic.com/research/storm-surge/corelogic-2014-storm-surge-report.pdf

http://www.forbes.com/sites/brettarends/2014/06/22/is-this-the-next-warren-buffett/ http://www.moneynews.com/streettalk/buffett-fortune-stocks-hedge-fund/2014/06/23/id/578701/

This was a fantastic book. I am now about to starting reading is autobiography. Thanks again OracleofCarolina and Gio for the recommendation.

I just received my copy from my free book swap site (which I love) and I'm looking forward to reading it. Thanks for the recommendation.

Interview with Ray Dalio James_Freeman__The_Soul_of_a_Hedge_Fund_Machine_-_WSJ.pdf

Epsilon Theory (Ben Hunt) "When Does the Story Break?" http://www.salientpartners.com/epsilontheory/notes/When%20Does%20The%20Story%20Break.html

I thought this was a great Op-Ed from the WSJ William_H._McRaven__Life_Lessons_From_Navy_SEAL_Training_-_WSJ.pdf