What We're Reading ~ Analytical Links 3/5/14 ~ market folly

Wednesday, March 5, 2014

What We're Reading ~ Analytical Links 3/5/14

The 1-hour China Book: Peking University professors explain China business [Jeff Towson]

Investing's biggest irony: everyone thinks they're a contrarian [Morgan Housel]

Summary of Warren Buffett's long CNBC appearance this week [Brooklyn Investor]

Buffett tells investors to get real about EBITDA [Herb Greenberg]

A new form of shareholder activism gains momentum [Dealbook]

A look at Platform Specialty Products [Seeking Alpha]

The decline of department store sales [USNews]

VRX, ENDP, ACT: Will pharmaceutical roll-ups end badly? [Value Institute]

House with a modified loan is symbol of servicers' tug of war with investors [Dealbook]

You won't have broadband competition without regulation [Reuters]

On Carlos Slim's challenge to his telecom dominance [Economist]

America should make life easier, not harder, for activist investors [Economist]

Digital habits: Nielsen profiles the US consumer [TNooz]

The future of the news business [Marc Andreessen]

How and why to keep a 'commonplace book' [RyanHoliday]

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