According to Buffett, there are six qualities you need to be a successful investor. Excerpts from ‘Money Masters’ by John Train

The Collected Wisdom of Seth Klarman. By Santangel's. Nice reference to use when in need of a little investing guidance.

RT @CompTortoise: Recommended account on X. From @thebigideas_ latest blog. "For complex adaptive systems to thrive, they need diversity. O….

Li Lu on meeting management teams:

RT @CompTortoise: New free blog . Why Investors Are Obsessed w/ Their Cost Basis - The Fallacy of Averaging Down. Let’s dig a little deeper….

For complex adaptive systems to thrive, they need diversity. Our brain is a complex adaptive system, and if we want to think clearly, effectively, and objectively, we need diversity of thought. Without diversity, chaos ensues. Another reason why Munger's Latticework is my

Charlie Munger’s investing principles checklist:

The Most Important Thing Is Second Level Thinking. By Howard Marks. Must read

RT @kejca: Charlie Munger: "You have a moral duty to make yourself as un-ignorant and as un-stupid as you possibly can.". "Rationality is a….

RT @CompTortoise: Investment Process - Growth, ROIC & ROIIC as Long-Term Value Drivers . Performance of companies characterized by a high R….

Four basic steps to gauging a firm’s true financial position. Interesting piece

Buffett’s views on intrinsic value over the years. Brilliantly put, as usual. Must read

RT @CompTortoise: The power of quality investing (from DPAM Investments)

Fat Tails and Nonlinearity. Down a rabbit hole exploring Mauboussin’s work; one of the most productive rabbit holes one can go down. Good read

Embracing complexity . An insightful interview with Michael Mauboussin. Good read: