VV Reads, Vol. 48: Extreme Discipline, The Death of Retail, and Yachts

The Complete List of Q1 2017 Hedge Fund Letters to Investors (Vintage Value Investing)
A Disciplined Hand Defies the Urge to Cut Losses (WSJ)
Warren Buffett just confirmed the death of retail as we know it (Business Insider)
The Enterprising Investor: How to Outperform the Market (The Intelligent Investor)
Trump Can’t Stop Corporate America From Fighting Climate Change (Slate)
Ackman’s Investors Won’t Get Their Yachts (Bloomberg)
Why Berkshire Hathaway Inc (BRKB) Delivered An Inferior ROE Compared To The Industry? (Simply Wall St)
The Full See’s Candies Story: People & Product (Intelligent Fanatics)
5 Times Warren Buffett Talked About Index Fund Investing (Rebalance IRA)
A Dozen Thoughts from Charlie Munger from the 2017 Berkshire Annual Meeting (25iq)
Tech Valuations: Nothing Like the 1990s… (The Big Picture)
What are we telling our investors? Focus on fundamentals (PDF) (LPL Research)
6 Undervalued Energy Picks (Barron’s)
Buffett’s firm selling some of its Wells Fargo shares (CNBC)
India Is An Incredible Investing Opportunity: Warren Buffett (Rakesh Jhunjhunwala) and India has ‘incredible’ potential. So why hasn’t Warren Buffett invested? (CNN Money)

What are you reading this weekend? Drop a link in the comments section below or shoot me an email.