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ETL Speaker Series: Josh Wolfe, Lux Capital
youtube.comValue Investors Club / NVR, Inc. (NVR)
valueinvestorsclub.com
Value investing is, in effect, predicated on the
Seth Klarman • Seth A. Klarman remarks at MIT
new VC funds at / below $200M in size by Shai Goldman @shaig - Google Drive
docs.google.comWarren Buffet and many of the best investors I know favor making a few very well-informed bets rather than opting for significant diversification.
Mike Speiser • Why Diversification Results In Mediocrity
(Which, presumably is why, once upon a time Lloyd Blankfein , the former C.E.O. of Goldman Sachs, told me that he spends 98 percent of his time worrying about things with a 2 percent probability of happening.)
The BofA $136B Dynamite Stick
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
open.spotify.comI didn’t know what the banks were doing by granting loans with insufficient collateral, but I thought as founder and major stakeholder of PSG I dare not sell any of my shares – what kind of example would that have set? The market would see on the news service Sens if PSG was up to something. Since I knew I would always be invested in PSG, I just cl
... See moreCarié Maas • Jannie Mouton: And then they fired me
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