Mark Seller’s speech to his Investors https://t.co/LmPrIpk76S

Stephen Mandel is arguably the greatest analyst of all time and undisputedly one of the all-time great fund managers. Seth Klarman declared “Steve Mandel is the best industry analyst I’ve ever met, who became the best long-short hedge-fund manager of his generation.” Paul Tudor Jones noted... See more

The Forgotten Lessons of 2008 by Seth Klarman of Baupost Group. https://t.co/Y2HWe8nmTd

In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a read. 🧵 Our 7 favourite highlights from the paper: https://t.co/CPHIbwSEyr

The Most Important Thing by Howard Marks Uncommon Sense for the Thoughtful Investing https://t.co/WwgQ6xa2bC