Friday, August 5, 2016


The latest from Michael Mauboussin et al. - Thirty Years: Reflections on the Ten Attributes of Great Investors (LINK)

A good complement to the above might be a reading (or re-reading) of James Montier's 2011 piece "The Seven Immutable Laws of Investing" (LINK)

How the Hunt Brothers Cornered the Silver Market and Then Lost it All (LINK)

Latticework of Mental Models: Antifragility (LINK)
Related book: Antifragile: Things That Gain from Disorder