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A really good piece on hindsight bias via Expecting Value.... http://bit.ly/ZVUdt5 May 13, 2013
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The Importance of Being Different by François Sicart... http://bit.ly/19kycZ7 May 13, 2013
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David Einhorn's Q1 letter to investors.... http://bit.ly/YFv6x3 May 13, 2013
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Chris DeMuth Jr. on The Psychology Of Human Misjudgment By Charlie Munger Terrific, terrific speech. I read this some tim...
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Jon Springer on Energold & Bought Deal Financing I'm concerned several large shareholders have n...
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Alex Jantsch on Energold & Bought Deal Financing Thanks for the update, Amoney! Much appreciated...
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Amoney on Energold & Bought Deal Financing Based on yesterday's earnings call it seems tha...
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Jon Springer on Ray Dalio - An In Depth Look At Deleveraging Thanks Alex!
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The Psychology Of Human Misjudgment By Charlie Munger
Below is a link to a paper compiled by Charlie Munger, Warren Buffett's right hand man, from his previous talks on the subject of human psychological tendencies (mostly dealing with examples in business). There's not really much I can say that would do descriptive justice, but it's never the less a must read for anyone who perpetually seeks out rational intelligence to expand their world of understanding.
"In my whole life, I have known no wise people who did not read all the time - none, zero" - Charlie Munger
"The whole problem with the world is that fools and fanatics are always so certain of themselves and wiser people so full of doubts" - Bertrand Russell
law.indiana.edu/instruction/profession/doc/16_1.pdf
Street Capitalist - Assessing A Company's Management
The below is a link to a slightly older article (2010) posted to a value investing blog called, Street Capitalist, run by Tariq Ali. It's an interesting piece on how to view a company's management team, how important it is, and what question's will allow you to really understand management's intentions and drive.
Obviously, there is much more to investing than just the management, but in my opinion it's more important to my confidence in an investment than adhering to strictly quantitative factors (which an alarming amount of people still continue to do).
There is certainly much more to assessing management quality, and more specifically competence, than is in this article, but for what it's worth this is a pretty good beginners editorial to assessing a company's management. Enjoy!
streetcapitalist.com/2010/12/29/assessing-a-companys-management/
Ray Dalio - An In Depth Look At Deleveraging
The most complete, articulate, and in depth look at the nature of economic deleveragings in respect to the present economic conditions with Bridgewater's Ray Dalio (from their website). I highly recommend it....
www.bwater.com/Uploads/FileManager/research/deleveraging/an-in-depth-look-at-deleveragings--ray-dalio-bridgewater.pdf