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Subs: AutoNation Getting Aggressive

Best part of the news is that even without “cash for clunkers”, results improved YOY

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Bruce Wasserstein Talks M&A 2005 (video)

I love the way he backhands the professors 2 min. into the talk essentially saying they don’t know anything about the real world, classic. This is awesome stuff…

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Video

Bruce Wasserstein Talks M&A 2005 (video)

I love the way he backhands the professors 2 min. into the talk essentially saying they don’t know anything about the real world, classic. This is awesome stuff…

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Articles Video

Steve Wynn: "See Simple Things Over a Long Period of Time"

Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.

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Articles Video

Steve Wynn: “See Simple Things Over a Long Period of Time”

Never heard/read too much about Wynn before but after listening to this, I really like him. Great line, “Everything you need to know about business can be learned from the Three Little Pigs”. Please watch this.

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Articles Video

A Value Manager on the Market: "Little Room for Error"

This is a good interview from Aaron Task (@atask).

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Articles Video

A Value Manager on the Market: “Little Room for Error”

This is a good interview from Aaron Task (@atask).

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Articles Video

Frontline: "The Warning"

Must see….

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Articles Video

Frontline: “The Warning”

Must see….

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Premium Articles Video

Subs: Seth Klarman Interview From HBS (video)

This one is great. He talks about his early years….notice another very successful person took a job for less than market value because of the potential and what he could learn…just like Buffett did.

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On Wall St. Media 10/15

Talking about the market and a recent buy

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2006 Seth Klarman Video

We first posted this about a year ago, but since we have been talking so much about him recently, it is worth another look.

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Articles Video

Greenwald on Graham and The Balance Sheet

I can’t stress the importance of this enough, especially today. Credit/Debt markets are changed for several years to come and perhaps permanently. The strength of a company’s balance sheet is going to become of a primary importance as we go forward.

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Talking to Whitney Tilson about the Value Investing Congress

As far as I am concerned, the best event of the year for us value folk…

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Articles Video

"Cheap and Ugly" Can Be Beautiful

Columbia’s Bruce Greenwald make some fantastic points. The second video is especially important as he talks about Fannie (FNM), Freddie (FRE) and why ignoring the balance sheet can be disastrous.