The Buffett Partnership Letters were mailed out as a supplement for the reading we will do in Chapter 3 in Deep Value. Also, several keys were mailed out that should give you access to King Icahn, the book. One special project to find a better way to determine the cost of capital was sent as well.
UPDATE: I put those books in the DEEP VALUE folder and then mailed keys to EVERYONE in the DEEP-VALUE GROUP (at Google).
Later this week, we will review the readings so far and catch up. We should progress slowly, but I wanted to send out as many readings as I could since there are many people with different schedules so they can have time to go at their own pace.
First Quarter Earnings are on tap. Expect this
How to negotiate