Friday, March 20, 2015

Latest Reading Material

Michael Lewis on Ireland Crisis .

Robert Vinall's fund website contains lots of very insightful and instructive articles.

Warren Buffett's annual letter to Berkshire shareholders. This year includes a blurb from Charlie Munger.

The Education of a Value Investor, by Guy Spier. An extremely candid book about a person's journey towards being a better and better value investor.

Stress Test, by Tim Gneithner. Probably the best first hand account of the financial stress ever to be written. It is eloquent and full of substance and thoughtful ideas for the problems of the financial world. However, I resented the way he dismissed Brooksley Born and her heroic efforts to reign in the derivatives industry in 1999.

How I Lost a Million Dollars. by Jim Paul. A candid story about a persons rise and fall betting in the Chicago Mercantile Exchange.

Interview with Allan Mecham., a rising star in the hedge fund world.

An entertaining article about the Kelly Criteron.

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