Monday, September 21, 2015

My Recent Reading List

Study of Walter Schloss investing style. Walter Schloss is one of my favourite investors.

A really sad and poignant cartoon: The Employment .

A interesting interview with a small-time hedge fund manger.Torin Eastburn of Monte Sol Capital.

A good explanation of the implications of the Shiller PE ratio.

A unique view on taxes and their opportunity cost.

An article discussing why stocks consistently outperform bonds by a large margin.

Charlie Munger wise words at the Daily Journal 2015 annual meeting.

Howard Marks of Oaktree: It's Not Easy.

A list of practically all of Yahoo tickers for those that may find it useful.

Bronte Capital's John Hempton questioning whether Alibaba is being truthful with its numbers.

1 comment:

  1. I have also compiled my own reading list just few months ago but couldn't follow it due to some work and time issues. Your list is also great, I would consider reading it if I get time.