Value Investing World
Wednesday, December 30, 2015

Links

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The latest Howard Marks interview [H/T ValueWalk ] ( LINK ) Michael Burry interview with  New York Magazine ( LINK ) Amazon Invades Ind...
Tuesday, December 29, 2015

Investors should be thinking 90% about supply...

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In one of the interviews Edward Chancellor gave recently, he made the comment below, which I think was probably the most practical invest...
Monday, December 28, 2015

Links

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The Importance of First Principle Thinking ( LINK ) [There is also a little bit on this in the book on Elon Musk . From that part of the bo...

Ed Chancellor on the capital cycle...

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From his introduction to  Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15 , which was released i...
Saturday, December 26, 2015

Links

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Sanjay Bakshi: What did HE mean when he said Never Lose Money? ( LINK ) How the Third Avenue Fund Melted Down ( LINK ) Many Concerns Ab...
Friday, December 25, 2015

A good conscience is a continual Christmas...

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“Let no pleasure tempt thee, no profit allure thee, no ambition corrupt thee, no example sway thee, no persuasion move thee, to do any thin...
Thursday, December 24, 2015

Links

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Grant's 2015 Christmas Vacation Issue ( LINK ) 2011 Video: Warren Buffett and Ajit Jain Answer Questions From MBA Class [H/T GuruFocu...
Wednesday, December 23, 2015

Harvey Firestone on salesmanship...

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From  Men and Rubber: The Story of Business : A man of affairs does not want to be bothered in the evening. A great many salesmen make the...
Tuesday, December 22, 2015

Links

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I finally finished the audiobook of  Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future over the weekend. I enjoyed it, and al...
Monday, December 21, 2015

Links

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Edward Chancellor: ‘intelligent contrarians’ should follow the capital cycle (video) [H/T Tom] ( LINK ) Related book:  Capital Returns: In...
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