[Viking Raid]

This was a great book.  Thanks for the initial recommendation.

[Benjamin Franklin - An American Life]

The great thing about Franklin's writings is that a lot of them are free or very inexpensive on Amazon. 

[George F. Baker and his bank 1840 - 1955]

Gio,

 

I'm about half way through this book and I am really enjoying it.  Thanks again for mentioning it. 

 

I will have to go back and look at the House of Morgan (chernow) that I read, because I want to see if Mr. Baker is mentioned in that book and I just don't remember. 

[Wilbur Ross: Long-Term Bonds Are Huge Risk]

From Bloomberg & Valuewalk:

 

http://www.valuewalk.com/2014/02/wilbur-ross-agrees-tom-perkins-sam-zell/

 

 

[Graham and Doddsvillve Winter 2014 / Jim Grant, Lee Ainslie]

Thanks for posting

[1973-1974 - Why was it so bad?]

dowfin1,

 

Thanks for posting the article from the WSJ.  Very interesting snapshot.

 

[SAC Capital]

Ex-SAC Fund Manager Martoma Found Guilty in Insider Case

 

http://www.bloomberg.com/news/2014-02-06/ex-sac-fund-manager-martoma-found-guilty-in-insider-case.html

[GMO: Year-End Odds and Ends and Divesting When Discomfited]

From GMO

 

https://www.gmo.com/America/CMSAttachmentDownload.aspx?target=JUBRxi51IIBmAlwCHqCGQ1%2fXblT0hdz4rPgLw2YJykZsf2UFpncg0oZmqAdPqe2S7nL2yg7r8tkO8Lh5%2bUqgksfR47tqisLHY4ej0PVGcTjkGTwfSTPmRA%3d%3d

 

[Leon Cooperman in Bloomberg Markets]

I always enjoy listening to Mr. Cooperman. 

 

Thanks for posting the link. 

[James Montier: What Worries Me Right Now]

Thanks to Valuewalk

 

http://advisorperspectives.com/newsletters14/pdfs/What_Worries_Me_Right_Now.pdf

 

["Macro" Musings]

I found John Mauldin's recent commentary to be an interesting read

 

http://d21uq3hx4esec9.cloudfront.net/uploads/pdf/140201_TFTF3.pdf

[GoodHaven fund annual report 2013]

Thanks for posting

[George F. Baker and his bank 1840 - 1955]

That's a good reason to go with the '94 vintage. :)

 

Thanks Gio

[George F. Baker and his bank 1840 - 1955]

Gio,

 

What edition did you purchase?  I'm wondering if one is better than the other.

 

Thanks for the recommendation.

 

 

[Meryl Witmer's Top Stock Pick - Barron's interview 1/25/2014]

Packer you are nicer person that I am  :D 

 

I can tell you if I'm giving a presentation to clients and discussing my best idea I don't have to look at notes (this in no way means I'm right).  But then again Ms./Mrs. Witmer has a fantastic track record and is much smarter and wealthier than I am.

[Meryl Witmer's Top Stock Pick - Barron's interview 1/25/2014]

It was also interesting that she had to look at a piece of paper to give a range for what she thought the company might earn and what they were worth.  I would think if it was your best idea you would have that pretty clear in your mind.

 

 

[Klarman Holding 50 Percent Cash]

Thanks for sharing agaglio.

 

 

[WSJ: About that billion dollar basketball challenge...]

From WSJ:

 

Ernest Loperena: About That Billion-Dollar Basketball Challenge

If I tell you why your offer is a bad idea, can I get a job interview?

http://online.wsj.com/news/articles/SB10001424052702304632204579339272312350130?mod=WSJ_Opinion_LEADTop

 

[Ccar results?]

wescobrk,

 

From FITB's release, they said the following:

 

"Fifth Third submitted its 2014 capital plan on January 6, 2014, as required." later in paragraph, "The Federal Reserve has indicated to the BHCs that it will issue its response on or before March 31, 2014." 

 

Sorry it doesn't help much.

[Buffett backs $1 billion NCAA bracket contest]

http://money.cnn.com/2014/01/21/news/companies/buffett-ncaa-bracket/

 

[Blue Chip Stamps]

I'm now going to go back and read Damn Right! again.

 

I would love to see the reports if you can review/copy them.

 

 

[Bloomberg: Top Hedge-Fund Ranking]

http://www.bloomberg.com/news/2014-01-08/glenview-s-robbins-tops-hedge-fund-ranking-with-bet-on-obamacare.html

[Berkshire Stakes Name on Realty Business Buffett Barely Noticed]

http://www.bloomberg.com/news/print/2014-01-07/berkshire-stakes-name-on-realty-business-buffett-barely-noticed.html

[A Look Back to Warren's Clever USG Play...]

Buffett more than doubles stake in USG

from Seeking Alpha

 

Boosting his bet on the building industry, Warren Buffett (BRK.A, BRK.B) discloses a 30.5% stake in USG. He now owns 43.4M shares vs. 17M at last report.USG +2.2% premarket

[Berkshire Seen Failing Buffett 5-Year Test for First Time (bloomberg)]

http://www.bloomberg.com/news/2014-01-02/berkshire-seen-failing-buffett-5-year-test-for-first-time.html