Money and Finance
Links
Jason Zweig - The Secrets of Berkshire’s Success: An Interview with Charlie Munger (LINK)
Some more notes from the Daily Journal Meeting (LINK)
TED Talk - Hans and Ola Rosling: How not to be ignorant about the world (LINK)
Robert Shiller: Parallels to 1937 (LINK)
Deutsche Bank Just Released A 104-Page Report On What May Be The World's Last Mega-Bubble [I'd love to see the report if anyone happens to have it and be able to pass it along to me.] (LINK)
Third Avenue Funds 3Q 2014 Shareholder Letters [H/T ValueWalk] (LINK)
Excerpt from the Baupost 2004 letter that is just as relevant and wise today (LINK)
George Cooper: Monetary Reform – Be Careful what you aim for (LINK)
Related books: Money, Blood and Revolution, The Origin of Financial Crises
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Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
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Links
Phil DeMuth's Daily Journal Annual Meeting Notes, Part 2 (LINK) Tips from Buffett, Bloomberg and Marina Abramović [H/T @GSpier] (LINK) Related book: Getting There: A Book of MentorsHow Spanx Got Me an Interview With Warren Buffett (It's Not What...
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Links
Jason Zweig: Would Benjamin Graham Have Hated Index Funds? (LINK) A Dozen Things Learned from Lou Simpson About Investing and Business (LINK) Liaquat Ahamed on WealthTrack (LINK) Related book: Lords of Finance: The Bankers Who Broke the World [I listened...
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Charlie Munger On The Balance Between Competency And Gumption...
A quote from Jason Zweig's article, "A Fireside Chat With Charlie Munger," worth a post of its own: You have to strike the right balance between competency or knowledge on the one hand and gumption on the other. Too much competency and no gumption...
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Links
Jason Zweig on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Bloomberg on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Guy Spier on Bloomberg TV discussing his book The Education of a Value Investor (H/T...
Money and Finance