Gustavo Ballvé on May 11th, 2011
Capital goods, Corporate Governance, Corporate Strategy, Food for thought, Home, Industries, Insurance, Investment Themes, Mental models, Portfolio Management

First a quick interview (yes, that’s right) with Stephen Hawking. Off-topic for sure, but still inspiring. His sense of humor is impressive.

Now for the meat of this post, a one-hour video (also embedded below) with Buffett and Ajit Jain, who emerged from the Dave Sokol affair as a very likely “candidate” for Buffett’s succession – and we say “candidate” because Mr. Jain has already said he didn’t really want the job… Also a great opportunity to reveal new Blogroll inductee!

Jacob Wolinsky et. al.’s excellent blog is a superb source for all things value investing, and we finally get to list it in our Blogroll.

The video itself was shot in India during Buffett’s recent visit. (1:01:30)

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