Gustavo Ballvé on April 25th, 2011
Corporate Governance, Food for thought, Home, Investment Themes, Portfolio Management, Risk management

First the fun part: Carl Icahn didn’t like at least one sentence in the NYT story we posted here a few days ago and wrote an “instant classic” letter to the editor – sent to us by a loyal reader. Thanks again for another great piece!

Then we have to update the long, tedious drag that is becoming the Dave Sokol – Lubrizol – Berkshire issue. This time it’s a Stanford GSB article that retells the tale (11-page PDF file) with 23 footnotes and links and asks some interesting questions. Nothing very new or different, but it’s organized so efficiently that it can serve as a “one-stop source” for the whole imbroglio – at least so far. We’ve posted originally here and a first update here.

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