Santangel's Review

Commentary

Clips from the Darden Investment Management Conference

I haven’t seen these posted anywhere else:

Kyle Bass, Wil VanLoh, Jody LaNasa and Michael Watzky (Energy Panel)

Richard Chilton (Chilton Investment Company)

Larry Kochard, Don Lindsey, and Scott Malpass (Endowment Panel)

Tony Crescenzi (PIMCO Market Strategist)

Jason Trennert…

Read more »

Transcript of a Speech by Jorge Paulo Lemann

Businessweek has called him “the world’s most interesting billionaire” and Warren Buffett once said he was an “extraordinary manager.” However, despite purchasing three of the most iconic brands in America–Heinz, Burger King, and Budweiser–and building a tremendous…

Read more »

Baupost to return capital

It is always interesting to watch what Baupost is doing and for the second time in its history, the fund will be returning capital (the last time was in 2010). II Alpha has the article…

Read more »

Video of Charlie Munger Appearance

Charlie Munger sat on a panel at a recent conference and the video is now available. The panel is worth watching in its entirety, but if you want to just hear Charlie, he speaks at the following minute marks:

13…

Read more »