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Bruce Kasanoff

@beyondsublime

Patrick O'Shaughnessy

@patrickoshaughnessy-6ce8

Sam found lots of trades whose success turned on the idiocy of some other trader or trading algorithm. Asher trades. For a two-week stretch, Canada’s main stock market index behaved weirdly at the opening every morning. At 9:30 it would pop higher or drop lower with unusual violence and then, at 9:31, revert to its previous levels.

Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon

Going Infinite

Michael Lewis

amazon.com

1/3 @morganhousel is an incredible writer and speaker. Don't get me wrong, I've learned a lot from Morgan about investing and behavioral finance. But what Morgan probably doesn't realize is that he's a role model, a leader, and a fighter. Watch this vid. https://t.co/awRu2zNjO6

Austin Lieberman x.com

Value Investing

Daniel Bakalarz and • 11 cards

Outstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers

The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.

Link

The key to investing is finding and buying a few great businesses early and holding on with a death grip. You need to be relentless enough to find them, courageous enough to buy them, diligent enough to hold them, and patient enough not to sell them. Until the story changes.

Ian Cassel x.com

Jim Grosfeld, who was on Copart’s board, gave me some sage advice: “Willis, Wall Street doesn’t care about ups and downs. They hate that. What they like is consistency. If you just make that earnings line just move up a little bit every quarter, every year, you’ll get paid a really good high multiple because then they can figure your company out.”