Money and Finance
- Links
Garrett Hardin on the Three Filters Needed to Think About Problems (LINK) Related book: Filters Against FollyWhat are Charlie Munger’s views on giving back to society? (LINK) The Misunderstanding of Peter Lynch’s Investment Style (LINK) CAN YOU...
- Links
Sixteen Investing Lessons From Walter Schloss (LINK) Greenlight Capital Q4 2014 Letter to Investors (LINK) At last year's Sohn Investment Conference, Stan Druckenmiller introduced Zachary Schreiber as a rising star. Zach lived up to the praise with...
- Howard Marks Memo: It’s All A Big Mistake
Mistakes are a frequent topic of discussion in our world. It’s not unusual to see investors criticized for errors that resulted in poor performance. But rarely do we hear about mistakes as an indispensible component of the investment process. ...
- The End Of The Line
Fish are the last wild food, but our oceans are being picked clean. Can farming fish take the place of catching them? Since human beings first took up the plow about 10,000 years ago, most of our food has come from the farmer's hand. We grew fruits,...
- Data Mining The Ccc List: Part 3 - The Champions
This is Part 3 of my series examining the CCC list in regards to portfolio allocation. This article will cover the Dividend Champions as found on the CCC list provided by David Fish that was downloaded on January 12, 2016. Once again, thank you to David...
Money and Finance
Casting for Value:Where do Professional Investors Get Their Ideas?
Everyone’s goals, risk tolerance and timeframes are different, and individual portfolios should reflect this. People should be learning to fish, but instead they ask (and sometimes pay) others to throw fish at them. This is a good way to get smacked in the face with a fish, end up with a foul-smelling pile of carcasses, and learn absolutely nothing about where, when and how to catch fish on one’s own.
- Links
Garrett Hardin on the Three Filters Needed to Think About Problems (LINK) Related book: Filters Against FollyWhat are Charlie Munger’s views on giving back to society? (LINK) The Misunderstanding of Peter Lynch’s Investment Style (LINK) CAN YOU...
- Links
Sixteen Investing Lessons From Walter Schloss (LINK) Greenlight Capital Q4 2014 Letter to Investors (LINK) At last year's Sohn Investment Conference, Stan Druckenmiller introduced Zachary Schreiber as a rising star. Zach lived up to the praise with...
- Howard Marks Memo: It’s All A Big Mistake
Mistakes are a frequent topic of discussion in our world. It’s not unusual to see investors criticized for errors that resulted in poor performance. But rarely do we hear about mistakes as an indispensible component of the investment process. ...
- The End Of The Line
Fish are the last wild food, but our oceans are being picked clean. Can farming fish take the place of catching them? Since human beings first took up the plow about 10,000 years ago, most of our food has come from the farmer's hand. We grew fruits,...
- Data Mining The Ccc List: Part 3 - The Champions
This is Part 3 of my series examining the CCC list in regards to portfolio allocation. This article will cover the Dividend Champions as found on the CCC list provided by David Fish that was downloaded on January 12, 2016. Once again, thank you to David...