Tuesday, April 26, 2016


Two great additions to the value investor's library were just released:
Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors 
Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor
Latticework has posted an excerpt from the Boyles Q1 letter, where we discussed our largest new purchase during the quarter (LINK)

Stop Crashing Planes: Charlie Munger’s Six-Element System (LINK)

Warren Buffett recalls the craziest question ever asked at Berkshire Hathaway’s annual meeting (video) (LINK)

An article about Bruce Greenwald's comments at the Minsky Conference [H/T ValueWalk] (LINK)

Raghuram Rajan’s Frank Careers Advice for Graduating Students [H/T @jasonzweigwsj] (LINK)

Constellation Software's elusive CEO (2014 article) [H/T @LockStockBarrl] (LINK)

How To Use Fear Before It Uses You (LINK)

Seneca: on the firmness of the wise person (LINK)