Tobias Carlisle | Deep Value Investing google talks

https://www.youtube.com/watch?v=1r1vJZ80Z7I

Thomas howard on behavorial investing

http://www.cfapubs.org/doi/pdf/10.2469/cfm.v25.n5.10

TLDR: EVEN IF I (AS AN INVESTOR)
DECIDE TO GET OUT OF THE CULT
OF EMOTION, I’VE THEN GOT TO
GO UP AGAINST ALMOST ALL
OF THE INDUSTRY PRACTICES
TO DO THAT BECAUSE THE
INDUSTRY HAS BEEN BUILT
AROUND ENFORCING THAT CULT.

Damodoran on : The Oil Price Shock: Primary, Secondary and Collateral Effects

http://aswathdamodaran.blogspot.ca/2014/12/the-oil-price-shock-primary-secondary.html

Buffet on reputation

http://www.wsj.com/articles/BL-MBB-31129

Howar Mark on oil

http://www.oaktreecapital.com/MemoTree/The%20Lessons%20of%20Oil.pdf

The secret to UBER: inequality

http://qz.com/312537/the-secret-to-the-uber-economy-is-wealth-inequality/

Yes, the CEO of your startup is an idiot.

http://www.startupmuse.com/2014/12/yes-the-ceo-of-your-startup-is-an-idiot/

Value Investing: Digging Manager Graveyards Since 1900.

http://www.alphaarchitect.com/blog/2014/12/12/value-investing-digging-manager-graveyards-since-1900/#.VJGmytJdWEw

TLDR : Taking on tracking error is a great way to get fired as an asset manager.

In a nutshell, the benefit of taking on the pain of tracking error is higher expected performance.

Interview with jeff bezos

http://uk.businessinsider.com/amazons-jeff-bezos-on-profits-failure-succession-big-bets-2014-12

Buffett looks Ahead to Berkshire's next 50 years

Warren Buffett Looks Ahead to Berkshire’s Next 50 Years

Financial testing ground in ... Kansas

http://dealbook.nytimes.com//2014/12/13/small-bank-in-kansas-is-a-financial-testing-ground/?_r=0

Business books of the decade

http://www.ft.com/ig/business-book-award

John Heins & Whitney Tilson: "The Art of Value Investing"

TLDR : This business keeps you Humble

The Education of Warren Buffett’s protégé

http://fortune.com/2014/10/30/tracy-britt-cool/

Volatility and option based compensation

https://hbr.org/2011/06/volatility-the-nasty-truth-abo.html

Maximizing shareholder value

https://www.gmo.com/America/CMSAttachmentDownload.aspx?target=JUBRxi51IIBoe1yul9uERnfCmQoglFl9k5qwJSfHx8w%2fWCnFLmEb2MC9GoFnZVlslR5NzCRY1ajgn503icBv67VQg%2fNVUMWsYvi3A2%2fL%2bS28A7Pthjp7LmOfLYQfHMJc

Resume of Dream Big the 3g way

https://www.santangelsreview.com/2014/04/28/book-review-and-lessons-from-dream-big-a-glimpse-inside-the-strategies-and-tactics-of-3g-capital/

Monish Prabais Advice to a 12 year old

http://www.forbes.com/sites/phildemuth/2014/11/24/mohnish-pabrais-million-dollar-advice-for-a-12-year-old-investor/

Some thoughts on Markel BV

http://basehitinvesting.com/some-thoughts-on-markels-intrinsic-value/