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And there they go again!

And there they go again!

..and again!! That’s the title of a memo sent by the famous investor Howard Marks of Oaktree Capital to his clients recently. And it refers to how he is happiest writing when bull markets start going far, risk aversion disappears and there’s money all...

Worth reading and listening 07/07

Some articles and talks that I found worth reading and listening to over last few days: Video: Why Bruce Berkowitz still likes stocks others hate? LINK Get Rich Slowly – Jason Zweig LINK Video: Mohnish Pabrai Talks at Google LINK  ...

Worth Reading 16/06

Some articles that I found worth reading this week: Pay Attention to Asset Allocation in this Bull Market  LINK Active Value Investing: Is it really better?  LINK Is the Product Attractive? Mental Models and Moats  LINK The Seduction of Pessimism ...

Interesting conversation: Mohnish Pabrai with Steve Pomeranz

Came across an interesting conversation that the famous value investor Mohnish Pabrai had with Steve Pomeranz. He talks about what value investing is, why individual companies matter to him more than broader markets (though not advised for normal passive or...

Prem Watsa on the social bubble and other quotes

Prem Watsa was once called the savviest value investor you will never know. He is also known as the Canadian Buffett. In fact, his investing approach is uncannily similar. He heads Fairfax which owns multiple insurance companies. He generally buys companies in whole...

After 50 years: Excerpts from Buffett’s Letter to Shareholders

This year marks 50 years of Buffett and Munger running Berkshire Hathaway. Since 1977, Buffett has been writing an annual letter to his shareholders. A compilation of these letters was also published as a book. This year the letter has its details on business...