A good write-up of chanos on enron; lessons that applied to valeant 10 years later

http://www.wsj.com/articles/SB114894232503965715

Jim collins interview Jorge Paulo Lemann

https://www.youtube.com/watch?v=54LX6SgRLhs

a billion price can't be wrong, a new look at inflation

http://timharford.com/2016/05/a-billion-prices-cant-be-wrong/

Another great Howard marks memo

https://www.oaktreecapital.com/docs/default-source/memos/economic-reality.pdf

transcript of buffet testimony on moodys post 2008

http://vintagevalueinvesting.com/a-unique-behind-the-scenes-look-into-warren-buffetts-investment-process/

Do manager eat their own cooking

http://www.morningstar.com/products/pdf/MFIMWEOC0608.pdf

Benjamin Graham letters to shareholder

http://www.rbcpa.com/benjamin_graham/Graham-Newman_letters.html

Article on car maintenance spending

http://www.bls.gov/opub/btn/volume-3/pdf/americans-aging-autos.pdf

Valuation the enduring power of a big idea

http://www.economist.com/news/business/21695940-enduring-power-biggest-idea-business-analyse

Profile of a great investor

http://microcapclub.com/2016/04/best-microcap-investor-youve-never-heard/

buffet on lessons for systematic value investors

http://blog.alphaarchitect.com/2016/05/04/does-buffett-have-lessons-for-systematic-value-investors/#gs.gJf20s8