Links: A lot of Q4 letters, Bogle, and Warren Buffett Movie

A great List of Q4 Letters and Reports at reddit (link)

Including: RV Capital, Fairholme, Third Point, Tweedy Browne, Sequoia, Bill Gross, … and many more!

(also see my quality-sources section for more stuff like that)

If you are searching for Baupost/Seth Klarman try this link

The Brooklyn Investor, always worth a read: Bogle Book, Indexing etc.

So Why Not Buy Apple.?! form Wexboy

Are UK Equities overvalued from Mitchell Fraser-Jones at woodfordfunds

The UK stock market’s current PE of about 15x this year’s anticipated earnings, implies a real annualised total return of approximately 8% over the next 10 years, based on the historic trend shown on the chart. This isn’t bad, in our view, especially when compared to the likely returns available from other asset classes.

If you always wanted to see how Warren Buffett orders sausage mc muffin at McDrive on the way to work – today is your day!

If link is broken try this search

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