Some old and new links

John Malone, The Cable Cowboy

John Malone: the mystery method behind a media empire at The Telegraph (link)

Liberty Global will fold Cable & Wireless’ equity into a special stock class, LiLac, created to give direct exposure to Latin America for those investors who want it. Malone, who already owns 13pc of Cable & Wireless, will be paid in LiLac stock, while other investors in the British company will get Liberty Global shares.

Liberty Media is buying the Formula One and will be renamed into Formula One Group (see NAV on page 22) (link)

About Annual Letters

The Best Annual Letters – Article by Jason Zweig (link)

We read tons of hedge fund letters so you didn’t have to – here’s what they said about Brexit (link)

Warren Buffett and Friends

A newer Interview of Warren Buffett (link)

An Interview from December 2000 with Tom Murphy from Capital Cities/ABC, one of Warren Buffett’s biggest investments. Seems like Warren copied Murphy’s leadership-methods (link)

How to invest like… Warren Buffett’s hero Philip Carret

Phil Carret’s ’12 commandments’

  1. Never hold fewer than  10 different securities covering five different fields  of business;
  2. At least once every six months, reappraise every security held;
  3. Keep at least half the total fund in income-producing securities;
  4. Coonsider [dividend] yield the least important factor in analysing any stock;

… read more

Foot Locker

And a report on Foot Locker (link)

but the average Foot Locker brick-and-mortar visitor is between ages 14 and 25

But online sales are still less than $1 billion of the whole company’s $7.4 billion in 2015

“How Foot Locker escaped the brick-and-mortar death spiral” on yahoo (link)

Planet Wall Street

Investorfieldguide on the long-term best performing sector (link) (spoiler: consumer-staples)

Ten Insane Things We Believe On Wall Street by thereformedbroker

The Goldman Sachs second annual Back-to-School Reading List (link)

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