INVESTING

Featured
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Thinking About Margin of Safety
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Learning from Honey Bees
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The Good Life Podcast
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Lights Out - Learning from GE
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The Beauty of Stock Markets
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Beyond Investing
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Founders & Management Alignment
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Fight the Fade - Round 2
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Fight The Fade - Round 1
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Lollapalooza Time
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Guesses & Forecasts
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The First Investment Primer
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Your Investment Style
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Stock Prices Follow Earnings
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Investment Models - Need to Know
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What Farming can teach us about Investing
Betting Against America?
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Seeking Perfection
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TURN-AROUNDS AND RETAIL
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Conservative Forecasts - Masters Thoughts
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The IMportance of Culture
Building an Investment Checklist - Part 2
Building an Investment Checklist - Part 1
Media and the Market
Ten Years
An Earnings Miss?
Investment Thesis - Pen to Paper
The Arbitrage Series - Part 3 : Time Arbitrage
Value - Market, Intrinsic and Private
Quality Companies, Compounders and Value Traps

INVESTMENT MASTERS

Featured
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Master Series: David Rolfe
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Master Series: Francois Rochon
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Learning from Nick Sleep
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Learning from Polen Capital
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Learning From Chris Bloomstran
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Learning From Chuck Akre
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Learning from Jim Simons
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Learning from Ken Langone
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Chuck's 3 Legged Stool
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John Neff - a Fifty Seven Bagger!
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Widening Moats + Culture
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Learning from Joel Greenblatt
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Chris Bloomstran - Annual Letter [Part II]
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Christopher Bloomstran: The New Super Investors
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Learning From David Einhorn
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Investment Masterpieces
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Learning from Lou Simpson
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Learning from Ray
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Learning from Ed Thorp
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Investment Wisdom - Sam Zell style
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The Keys To Successful Equity Investments
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The Truth About Investing
10 Timeless Lessons from Bernard Baruch
Roy Neuberger and Anti-fragility

PORTFOLIO MANAGEMENT

Featured
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Sit On Your Ass
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Disclosing Positions
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Thinking About P/E Ratios
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Market Timing
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Thinking About Return on Capital
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Investment Stories vs. Facts
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The Stock 'Business' Market
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Out of Town
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The Investment Masters on bonds...
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Learning from Benoit Mandelbrot
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Fingers of Instability Re-visited
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The Sandpile and Fingers of Instability
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When to Sell a Great Company?
Are You Checking the Portfolio Too Often?
The Value of Cash
Analysing Investment Performance - Short and Long Term
Great Investors Sleep Well
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Lessons from Valeant
Portfolio Construction - Where is the risk?
The Seven Deadly Sins of Portfolio Management

PSYCHOLOGY

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Learning from Captain Abrashoff
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Learning from Robert Cialdini - Part III
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Factfulness -Learning from Hans Rosling
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Learning from Robert Cialdini - Part II
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Overcoming Investment Fears
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Uncertainty and Panic
Invest Scared
Were Munger, Dalio and Soros CIA Trained?
Avoiding GroupThink

MASTER CEOs

Featured
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Learning from LVMH's Bernard Arnault
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Learning from Bruce Plested’s Mainfreight
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Learning from Tractor Supply Company
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Learning from Dollar Tree's Macon Brock
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Learning from Jack Taylor's Enterprise-Rent-A-Car
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Learning from Cintas' Richard Farmer
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Learning from Helzberg Diamond's Barnett Helzberg Jnr
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Learning from National Cash Register's John H Patterson
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Learning from IKEA’s Ingvar Kamprad
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Learning from Sun Tire’s Dick Erickson
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Learning from Discount Tire's Bruce Halle
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Learning from James Dyson
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Learning from Trader Joe's, Joe Coulombe
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Learning from John D Rockefeller
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Learning from Chick-fil-A’s S.Truett Cathy
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Learning from Estée Lauder's Leonard Lauder
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Learning from Disney's Bob Iger
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Learning From Cornelius Vanderbilt
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Learning from Patagonia’s Yvon Chouinard
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Learning From Copart’s Willis Johnson
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Railroader - Learning from Hunter Harrison
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Learning from Charles Schwab
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Onward - Starbucks’ Howard Schultz
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Ethical capitalist - Julian Richer
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Learning From Costco's Jim Sinegal
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Learning from Sol Price
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Learning from Aldi
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Learning from Southwest’s Herb Kelleher
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The Snyder Family made IN-N-OUT BURGER
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Jeff Bezos interviewed by David Rubenstein
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Learning from Bloomberg’s Michael Bloomberg
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Learning from Publix's George W. Jenkins
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Learning From McDonald’s Ray Kroc
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Learning from Les Schwab
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Learning from Wal-Mart's Sam Walton
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Culture, Enculturation and the Cult of Home Depot

LEARNING

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Learning from UCLA's John Wooden
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Learning From the Santa Fe Institute
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Learning from Rory Sutherland
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Learning From Podcasts
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Staying Curious
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Books to Read... Masters thoughts ...
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Connecting the Dots
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Learning from the Masters
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Learning from Josh Waitzkin
Investing Mentors
STUDY HISTORY

MENTAL MODELS

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Three Very Short Stories - Mission and Purpose
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Beware of Averages, Zeros & Non-Linearity
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Mental Models - Middlemen
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Is the Company's Product Attractive?
How to Build a Better Investing Mind
Pricing Power? Milk and Bread!
Investing Nuggets

BERKSHIRE & DAILY JOURNAL

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Charlie Munger’s ‘Bag of Tricks’
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How Buffett Manages Risk
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Buffett on Recessions, IPO's, Capitalism & the Media Sector
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Daily Journal Meeting Notes 2019
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The Berkshire Archive - Part 2
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The Berkshire Archive - Part I
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Buffett's Filing Cabinet
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Buffett's Edge
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Buffett's Annual Letter - 2017
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Buffett on Insurance
Some insights from Ted Weschler and Todd Combs
Daily Journal Meeting 2017
The Evolution of a Value Investor

THE MUNGER SERIES

Featured
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The Munger Series - Learning from Robert Cialdini
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Learning from Einstein
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Learning from Leonardo
The Munger Series - Learning from Charles Darwin
The Munger Series - Learning from Lee Kuan Yew

THE BUFFETT SERIES

Featured
The Buffett Series - Buffett on Book Value
The Buffett Series - A Changing Media Landscape
The Buffett Series - Businesses you Know
The Buffett Series - Investment Analysis
The Buffett Series - Look-Through Earnings
The Buffett Series - A lower Tax Rate?
The Buffett Series - Thinking about Bonds
The Buffett Series - Thinking about Competitive Advantage
The Buffett Series - What is Value Investing?

ARBITRAGE

Featured
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Merger Masters - The Art of Risk Arb
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The Arbitrage Series - Part 2
The Arbitrage Series - Part 1