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[Click on the Yellow header to access each block of tutorials]
The Basics - Preserve Capital, COMPOUNDING, Education and Smarts, ART OR SCIENCE?, Magic Formulas
THE BASICS - Hard Work & LOVE, Read & THINK, Learning, An Edge, MULTI-DISCIPLINARY MINDSET
THE BASICS - Your STYLE, Study History, Investing Mistakes, INVESTING GENERALIST, UNDERSTAND
Markets - Change, Value Investing, Stock Prices, Risk, Volatility
Markets - Forecasting, Turning on a Dime, Pessimism, Weak Markets, Buying the bottom
Investing Focus - Circle of Competence, Performance in Down Markets, Indexing, Absolute Return, INVESTMENT PROCESS
Valuation - Keeping Stock Valuations simple, INTRINSIC VALUE, Margin of Safety, Private Market Value, Time ArbITRAGE
INVESTMENT - BUSINESS OWNER, QUALITY COMPANIES, MOATS, Compounding Machines, THINKING ABOUT MANAGEMENT?
InvestMENT - CHANNEL CHECKS, Win-win, KEY FACTORS, QUALITATIVE vS QUANTITATIVE, PRODUCTS
INVESTMENT - COMPANY CULTURE, CORPORATE DEBT, MERGERS & ACQUISITIONS, CAPITAL ALLOCATION & BUYBACKS, VALUE TRAPS
Psychology - INVESTOR PSYCHOLOGY, Emotions, Hubris & Humility, Patience, FEELINGS
Psychology - CROWDS & CONTRARIANS, Mr. Market, Human Nature, COMMITMENT-CONFIRMATION-CONSISTANCY BIAS, HATE
PORTFOLIO TOOLKIT - PORTFOLIO MANAGEMENT, LEVERAGE, Diversification, CORRELATION, Position Sizing
PORTFOLIO toolkit - VALUE OF CASH, THE UNEXPECTED, PERMANENT CAPITAL LOSS, SHORT-TERM PERFORMANCE, WHAT YOU KNOW?
PORTFOLIO toolkit - UNDER-PERFORMANCE, LIQUIDITY, UNCONVENTIONAL, LOSSES, SEEK ASYMMETRY
PORTFOLIO TOOLKIT - CHECKLISTS, TEST IDEAS, ALTERNATIVE SCENARIOS, INVERTED THINKING, IMITATION GAME
OBSTACLES - REAR-VIEW MIRROR, EFFICIENT MARKETS, GONNA CHANGE THE WORLD, NEW ERA, STOCK MARKET GENIUS
OBSTACLES - INVESTMENT COMMITEES, VALUE AT RISK, BULL MARKETS & BUBBLES, PROJECTS, MACRO MATTERS
OTHER INVESTING - SHORTing, CATALYSTS, SPIN-OFFS, JOB IS TO MAKE MONEY, COMMODITY COMPANIES
MIsCELLANEOUS - AGE, TIPS, MEDIA & MARKETS, OWN COOKING, PROFIT IS IN BUYING
