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]
Wednesday, March 5, 2014
What We're Reading ~ Analytical Links 3/5/14
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