Sublime
An inspiration engine for ideas
The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy
amazon.com
Mark Harries
@markharries
O investidor de bom senso: A melhor maneira de garantir um bom desempenho no mercado de ações (Portuguese Edition)
amazon.com
Rick Guerin’s write up for: The Security I Like Best
Personal Property Leasing Company
( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN
Charles D Ellis’s investment letter to his grandchildren https://t.co/raWz31W1TX
Simpson thinks that investment portfolios should be constructed as a collection of pieces of businesses that are reasonably valued, where the investor has confidence that they will be bigger, and more profitable, three to five years from now. He describes himself as a “bottoms up stock picker” who is agnostic to industry, or sector diversification.
... See moreAllen C. Benello • Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors
Randall Hirsch
@rjhirsch
“How I Beat the Stock Market [Free Video]”