My Investing Notebook: Our National Predicament: Excerpts from Seth Klarman’s 2010 Letter – Everything Klarman writes is good. These excerpts are no exception. These should be read very carefully – probably two or three times – with particular consideration given to what you are currently doing and how your portfolio is positioned in light of Klarman’s thoughts.
Distressed Debt Investing: European Distressed Debt Market – The challenge for the retail investor is gaining access to these opportunities.
Video Lecture by Tim McElvaine Of McElvaine Investment Management | Adib Motiwala’s Blog – Many thanks to Adib Motiwala for sharing his notes on Tim McElvaine’s recent lecture at the Ben Graham Center for Value Investing. Here is a link to the video, which I posted two weeks ago.
The following are a couple articles about Canadian billionaire investor Stephen Jarislowsky. I also recommend his book The Investment Zoo.
What Keith Richards and Fred Couples Have in Common | Golf Journal by John Paul Newport – WSJ.com – Some thoughts on getting – and staying – good at your craft.