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VV Reads, Vol. 48: Extreme Discipline, The Death of Retail, and Yachts

Check out our new e-book: The Ultimate Guide to Value Investing!

Chart of the Week

Retail Stores Closing

Books (Old School)

Links (Digital)

  • The Complete List of Q1 2017 Hedge Fund Letters to Investors (Vintage Value Investing)
  • A Disciplined Hand Defies the Urge to Cut Losses (WSJ)
  • Warren Buffett just confirmed the death of retail as we know it (Business Insider)
  • The Enterprising Investor: How to Outperform the Market (The Intelligent Investor)
  • Trump Can’t Stop Corporate America From Fighting Climate Change (Slate)
  • Ackman’s Investors Won’t Get Their Yachts (Bloomberg)
  • Why Berkshire Hathaway Inc (BRKB) Delivered An Inferior ROE Compared To The Industry? (Simply Wall St)
  • The Full See’s Candies Story: People & Product (Intelligent Fanatics)
  • 5 Times Warren Buffett Talked About Index Fund Investing (Rebalance IRA)
  • A Dozen Thoughts from Charlie Munger from the 2017 Berkshire Annual Meeting (25iq)
  • Tech Valuations: Nothing Like the 1990s… (The Big Picture)
  • What are we telling our investors? Focus on fundamentals (PDF) (LPL Research)
  • 6 Undervalued Energy Picks (Barron’s)
  • Buffett’s firm selling some of its Wells Fargo shares (CNBC)
  • India Is An Incredible Investing Opportunity: Warren Buffett (Rakesh Jhunjhunwala) and India has ‘incredible’ potential. So why hasn’t Warren Buffett invested? (CNN Money)

What are you reading this weekend? Drop a link in the comments section below or shoot me an email.