Let Warren Buffett Handle Your Portfolio [View article]
I really appreciate the quote from Graham. Nice find. Most "value" adherents are looking for something cheap and trapped in simple mathematical analysis. Charlie Munger gives some insights into business dynamics that are far more interesting in his book. rcm.amazon.com/e/cm?t=...
Let Warren Buffett Handle Your Portfolio [View article]
15 Value Hedge Funds - Portfolio Update [View article]