Great Interview from Mason Hawkins - Southeastern Mgmt and Tweedy Browne Mgrs

http://www4.gsb.columbia.edu/null/download?&exclusive=filemgr.download&file_id=733713

Einhorn's letter - One of my favorite hedge fund manager

http://www.marketfolly.com/2010/01/david-einhorns-greenlight-capital.html. Thanks Market folly

Grantham - Against Graham and Dodder's

http://www.gmo.com/websitecontent/JGLetter_ALL_1Q10.pdf

Excellent interview with Mohnish Pabrai

As you know I am a huge fan of Mohnish. I have started using check list and ultimately I think this will really help me in the long run. http://www.forbes.com/2010/04/09/pabrai-leisure-china-intelligent-investing-technology_print.html. There is no shame in copying from the best

Old Article by Mike Burry - Excellent analysis

Here is an old article of Mike Burry. you can clearly see the excellent analysis he provides. I plan to learn a few things from him. After June, I will start providing a little detailed analysis on my picks.

Strategy lab article by Mike Burry

The periodic table of finance bloggers

  See the top bloggers under various categories. Even though the post is little old but still some good bloggers classifed under various categories.

This week news roundup - 10/03 - 10/10

1. Business world has an excellent article about the dish network in India. What is so interesting is these folks are spending crores of rupees. Some one is going to lose their shirt. Just imagine, what will happen to cable and dish network companies where their additional capex is supposed to break even after 5 -10 yrs. They also assume that they are going concern. Behind the numbers.

2. Can  you believe the telecom companies in India are consuming so much diesel.

3. Trying to be next Amazon in India. 

4. How a little know company made it to No.3 in mobile sets in India

5. Just imagine, how apple could if it would penetrate into India with lower cost phone. Nokia has 60% marketshare in India