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Weekend Reading List (Feb 27-28, 2016)

Well, the very first thing I’m going to read this weekend (and you should too!) is the FY 2015 Berkshire Hathaway Annual Report and Shareholders Letter, both of which are supposed to be released on Berkshire’s website around 8:00AM ET on Saturday:

Top things to keep an eye out for in Warren Buffett’s letter this year: an update on Berkshire’s performance, the Precision Castparts deal, the Kraft / Heinz merger, 3G Capital, oil, and – as Erik Holm from the WSJ points out – a few good one-liners.

Also, make sure you catch up with any of the special Oscars-themed Vintage Value Investing articles you might have missed this week!

What else I’m reading this weekend:

Links

  • 7 Things to Watch for in Warren Buffett’s Annual Letter (WSJ)
  • Oil Price To Leave Mark At Berkshire (Nasdaq)
  • Buffett annual letter comes amid ‘conspicuous’ performance lag (Reuters)
  • Buffett’s Empty Calendar Offers Billionaire Path to Bigger Ideas (Bloomberg Business)
  • Money and Sex: Warren Buffett, the Winking Sage of Omaha (Bloomberg Business)
  • The Coca-Cola Co vs. Hard Root Beer: Warren Buffett’s Economic Moat Explained (The Motley Fool)
  • Here’s What Buffett Wouldn’t Do, and Maybe You Shouldn’t Either (Bloomberg Business)
  • The Best Warren Buffett Quotes From Shareholder Letters (Bloomberg Business):

  • Another Oil Crash Is Coming, and There May Be No Recovery (Bloomberg Business)
  • Mass Psychology behind Crude Oil price crash (Tactical Investor)
  • 5 Behavioral Biases You Should Be Aware of Now (babinow)
  • How Islamic State’s Secret Banking Network Prospers (WSJ)
  • S&P 500 Earnings: Far Worse Than Advertised (WSJ)
  • Fed’s Lockhart Says Rising Rates to Create Risks for U.S. Banks (Bloomberg Business)
  • Economic Gloom May Be Good News for Stock Pickers (Bloomberg Business)
  • Prepare for the future with Vanguard’s economic and market outlook (Vanguard)
  • Mutual Fund Fees: A Bad Incentive Fades Away (WSJ | The Intelligent Investor)
  • Smart beta ‘could go horribly wrong’ (The Financial Times)