Charles Brandes and the orthodoxy of value investing (LINK)
Related book: Brandes on ValueBruce Berkowitz's Semi-Annual Letter (LINK)
Horizon Kinetics: Asia Opportunity Second Quarter Commentary (LINK)
Fred Wilson: The Bull Case For Solar (LINK)
Scott Adams: Living by the Odds (LINK)
Book of the day: The Contrarian's Guide to Leadership
Quote of the day, from Seneca:
"...it is praiseworthy to pursue wholesome studies even if they lead to no practical outcome. Is it so remarkable if those who attempt to scale the heights do not attain the summit? But if you are a man, look up with admiration at those who attempt great things, even if they fall. This is the sign of a noble heart--to aim at high things, measuring one's effort, not by one's own strength, but by the strength of one's nature, and to envisage enterprises beyond the accomplishment even of those equipped with heroic courage."