In this edition, we feature a Business Insider summary of a recent Baupost letter, a summary of Guy Spier's approach to using checklists, a video of Tom Russo's talk at Google on «Global Value Investing», a ValueWalk article on Pzena Asset Management, an FT article on Steve Jobs which analyses the start - up
conditions at Apple; plus two more videos at the end of this issue — one from Bill Miller on why he thinks now is the perfect time to buy US stocks, the other from London Value Investor Conference
speaker Jean - Marie Eveillard who speaks
about market cycles and the risks he sees ahead from «valuation problems» brought
about by quantitative easing.