The Streaming Wars: Its Models, Surprises, and Remaining Opportunities - by Matthew Ball (LINK)
Star of the North: How Warren Buffett Bought the Best Industrial Firm in Israel [H/T Linc] (LINK)
William Nygren at the Ben Graham VI Conference (video) (LINK)
Joel Greenblatt at the Ben Graham VI Conference (video) (LINK)
Bob Robotti at the Ben Graham VI Conference (video) (LINK) [His Subsea 7 thesis starts around the 7-minute mark.]
40 Years Later, Lessons From the Rise and Quick Decline of the First ‘Killer App’ ($) (LINK)
Meditations On Meditation - by Blas Moros (LINK)
The Promise and Price of Cellular Therapies - by Siddhartha Mukherjee (LINK)
