Money and Finance
The Last Days of Target Canada [H/T Phil] (LINK)
Ranking Global Stock Markets On Valuation - by Meb Faber (LINK)
FT Alphachat (podcast): Boardroom battles and the rise of Xiaomi (LINK)
- Links
Bill and Melinda Gates' 2016 Annual Letter (LINK) Bill Gates on Charlie Rose (video) (LINK) There are also news reports all over the place this morning that Bill Gates supports the FBI in the case with Apple. But that isn't exactly correct, which...
- Learning And Fundamentals...
From Josh Waitzkin in The Art of Learning, and applicable to investing and just about everything else as well:As I struggled for a more precise grasp of my own learning process, I was forced to retrace my steps and remember what had been internalized...
- Links
Scott Adams: Try This Trick to Improve Focus (LINK) A rare interview with Frank Martin, via the always excellent work of The Manual of Ideas (LINK) Related link: Frank Martin's 2014 Annual LetterThe Brooklyn Investor comments on the Berkshire...
- Charles Brandes Quote
From Brandes on Value: With each ebb and flow, Mr. Market entices investors with the “quick and the new,” leading them to believe that this time is very different, and that we’ve never seen the likes of this before. His pattern of tricks changes...
- Fundamentals...
A big thanks to Jason Zweig for mentioning me and this blog in his article Read ‘Em and Reap: Smart People for Investors to Follow. That recognition from someone I admire--and that I think just about every value investor would put near the top of their...
Money and Finance
Links
Seth Godin had a short blog post on intuition that is worth thinking about. For a while I've been thinking about how to apply the 'Intuition = Pattern Recognition' equation to the process of continuing to develop one's skill in investing. And I think a lot of how to do that is to put in the work to really understand one's investments at a fundamental level, and to spend time studying the great business and investment successes and failures throughout history to recognize when a pattern may be repeating itself. It is also good to study all mistakes (one's own and those of others) to recognize when a potential negative pattern of any size may be repeating. And I think a thorough understanding of psychology, and a continuous process trying to improve upon one's own psychology, also goes a long way.
Berkshire Hathaway: The Next Ten Years (LINK)
The Last Days of Target Canada [H/T Phil] (LINK)
Ranking Global Stock Markets On Valuation - by Meb Faber (LINK)
FT Alphachat (podcast): Boardroom battles and the rise of Xiaomi (LINK)
Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism
- Links
Bill and Melinda Gates' 2016 Annual Letter (LINK) Bill Gates on Charlie Rose (video) (LINK) There are also news reports all over the place this morning that Bill Gates supports the FBI in the case with Apple. But that isn't exactly correct, which...
- Learning And Fundamentals...
From Josh Waitzkin in The Art of Learning, and applicable to investing and just about everything else as well:As I struggled for a more precise grasp of my own learning process, I was forced to retrace my steps and remember what had been internalized...
- Links
Scott Adams: Try This Trick to Improve Focus (LINK) A rare interview with Frank Martin, via the always excellent work of The Manual of Ideas (LINK) Related link: Frank Martin's 2014 Annual LetterThe Brooklyn Investor comments on the Berkshire...
- Charles Brandes Quote
From Brandes on Value: With each ebb and flow, Mr. Market entices investors with the “quick and the new,” leading them to believe that this time is very different, and that we’ve never seen the likes of this before. His pattern of tricks changes...
- Fundamentals...
A big thanks to Jason Zweig for mentioning me and this blog in his article Read ‘Em and Reap: Smart People for Investors to Follow. That recognition from someone I admire--and that I think just about every value investor would put near the top of their...