Tuesday, September 9, 2014


The Sunday posts apparently didn't go out to all of those who subscribe by email. If you missed it, I had one slightly longer post about fundamentals, which you can find HERE.

Shane Parrish reviews Guy Spier's The Education of a Value Investor, which was officially released today (LINK)

Chris Mayer: How “Focus Investing” Can Save Your Portfolio (LINK)

Aswath Damodaran revisits his Alibaba valuation (LINK)

a16z Podcast: Everything You Need to Know About Amazon (LINK)