(from 2003 edition of Graham's "The Intelligent Investor")
Still true, of course, even if no easier to believehttps://t.co/BaDCj3avSK http://pic.twitter.com/6GTMUdb2tz
— Jason Zweig (@jasonzweigwsj) May 17, 2017
I have been using Headspace app now for 31 days. It's one of the best decisions I've made this year.
I highly recommend it. http://pic.twitter.com/p0xk4OnM5p
— Pain Capital (@PainCapital) May 16, 2017
23 books that changed my life. https://t.co/m3Xfifhlb6
— Morgan Housel (@morganhousel) May 12, 2017
"The Value of Stories in Business" @AswathDamodaran at @googletalks https://t.co/ggx2Wd6YLb
— Saurabh Madaan (@saurabh_madaan) May 11, 2017
How to change minds – Blaise Pascal, writing centuries ago and perceptive as ever, on how to change minds https://t.co/SEB5FEwrqv http://pic.twitter.com/CqmncLXMGs
— Maria Popova (@brainpicker) May 12, 2017
Michael Mauboussin: a five-point checklist to avoid the tunnel vision trap.
From 'Think Twice' https://t.co/Fwcd58W9f3 http://pic.twitter.com/kpW3vlONJ3— Ivan Maljkovic (@ivan_brussels) May 10, 2017
New podcast episode: Phil Ordway on Setting Up His Investment Firm https://t.co/8nGCNj79nX on #SoundCloud
— The Zurich Project (@zurichproject) May 8, 2017
New podcast episode: James Ferguson on GEM's Approach to Selecting Managers https://t.co/qI6IKzlEZ7 on #SoundCloud
— The Zurich Project (@zurichproject) May 7, 2017
Todd Combs on a typical day at Berkshire Hathaway: http://pic.twitter.com/AN8Ltc0AZq
— Connor Leonard (@Connor_Leonard) May 3, 2017
The world's 50 largest companies by revenuehttps://t.co/p3AFehEJjM http://pic.twitter.com/Z8PufNPUkJ
— Ben Carlson (@awealthofcs) April 26, 2017
This is a good chart. That spread in the late 70s is crazy. http://pic.twitter.com/JNCHHX7LPD
— Irrelevant Investor (@michaelbatnick) April 26, 2017
"Zen was published in 1974, after being rejected by 121 publishing houses." https://t.co/uzL3S53asU
— Paul Graham (@paulg) April 25, 2017
Herb Kelleher of Southwest Airlines on the importance of every customer. (ht @TMFOtter) http://pic.twitter.com/MHa351KOIW
— Morgan Housel (@morganhousel) April 24, 2017
Long Term Capital Management Brochure https://t.co/OKViu1Clgx
Weekend reading (for entertainment purposes)
— LST (@LongShortTrader) April 22, 2017
Schumpeter: Why the decline in the number of listed American firms matters | The Economist https://t.co/3wFhU3BEP3
— Michael Mauboussin (@mjmauboussin) April 20, 2017
So relevant in investments. You will never get 100% comfort. Risks and unknowns will always remain. Key to understand the optimal level. http://pic.twitter.com/Ows93q0Ymh
— Samit Vartak CFA (@SamitVartak) April 17, 2017
When you see anti-Airbnb legislation around the country, this is where it's actually coming from. A quote from the hotel industry's plan. http://pic.twitter.com/NHFon6PbgC
— Paul Graham (@paulg) April 17, 2017
Samir Patel (Askeladden Capital) interview with Manual of Ideas on grit, growth, and trait adaptivity https://t.co/tEU637TD2E
— Uncovering Value (@stockthoughts81) April 14, 2017
@MebFaber @alphaarchitect @jvogs02 @patrick_oshag Data on small cap FF factor annual loss since Russell 2k start date. Value vs Growth, High vs Low Quality, High vs Low MoMo = Lower Avg Loss http://pic.twitter.com/VLLPOsgb92
— Jeremy Schwartz (@JeremyDSchwartz) April 11, 2017
Real pleasure speaking with John Mihaljevic from MOI
Abdulaziz Alnaim on Investment Philosophy and Scaling a Firmhttps://t.co/q7jD4lalIu
— Abdulaziz Alnaim (@alnaimaa) April 9, 2017
The doers will always be a fraction of doubters. https://t.co/XDh7VKe4Jy
— K.R.L.Rao Chilukuri (@letsgrowmoney) April 6, 2017
Multi-sided platform economics: “They think that free and negative prices are a gimmick”. (Matchmakers) http://pic.twitter.com/pRbuI3RnqG
— Liberty (@LibertyRPF) April 6, 2017
Joel Greenblatt: The Big Secret https://t.co/7aojyRERvR #JoelGreenblatt #investing #books #stocks http://pic.twitter.com/qJignGowZZ
— Hurricane Capital (@HurriCap) April 6, 2017
If you're using more than two reasons in a pro and con column you are likely trying to convince yourself. Via @nntaleb http://pic.twitter.com/y9G8HTDvgw
— Sizhao Yang (@zaoyang) April 1, 2017
I know of no really rich "sector rotators"…. // Munger // http://pic.twitter.com/R2MIEGEjF3
— Value Propositions (@ValuePropp) March 31, 2017
Fortune Q&A with Brian Chesky: Disruption, leadership, and Airbnb’s future.https://t.co/jUf7CJUDkW http://pic.twitter.com/uFtPLpZiCj
— Ivan Maljkovic (@ivan_brussels) March 29, 2017
#hedgefunds #valueinvesting #investing #advisors #daviddreman http://pic.twitter.com/6slpB9h5kM
— Alisia Nolan (@thinkaendesign) March 29, 2017
Philip A. Fisher: The Fifteen Things to Look for in a Common Stock #PhilipFisher #investing #checklist #valueinvesting #growth #stocks http://pic.twitter.com/xmFJTBEimr
— Hurricane Capital (@HurriCap) March 29, 2017
Don't miss it: Zeke Ashton on Analyzing and Learning from Mistakes, by The Zurich Project – presented by MOI Global https://t.co/Q5NJ356df4
— The Manual of Ideas (@manualofideas) March 29, 2017
Incedible throwback video – Founder Jeff Bezos discusses Amazon Business Model Mission https://t.co/doHMX9NKA0
— Connor Leonard (@CataumetCap) March 28, 2017
Seth Klarman: Value, Trends, Market Fads & Investment Fashion (fr. Margin of Safety) #investing #SethKlarman #money #finance http://pic.twitter.com/r7xCeHBQuI
— Hurricane Capital (@HurriCap) March 23, 2017
I enjoyed my chat with John Mihaljevic @manualofideas https://t.co/VojA95qPVQ https://t.co/1P4TSUqnKG
— Mohnish Pabrai (@MohnishPabrai) March 22, 2017
Good advice: https://t.co/91ctcl0MTf http://pic.twitter.com/M77d9jmOf4
— Christopher Pavese (@ChrisPavese) March 20, 2017
The updated version of my decision tree when first evaluating a business. Full explanation is here: https://t.co/iAx97zwcOg http://pic.twitter.com/tmHKvYp9l1
— Connor Leonard (@CataumetCap) March 20, 2017
Great guide! https://t.co/Vb8NopiA11
— Ezra Crangle (@EzraCrangle) March 18, 2017
New podcast episode: Daniel Gladis on the Importance of Attracting the Right Clients https://t.co/S46aXJetDN on #SoundCloud
— The Zurich Project (@zurichproject) March 17, 2017
Li Lu: The Prospects for Value Investing in Chinahttps://t.co/8CrQxGUjBv
— Connor Leonard (@CataumetCap) March 16, 2017
Best bit from Charlie at $DJCO this year.
In short, opinions are not intended to be permanent. Keep learning. http://pic.twitter.com/jzwO020ONX
— Ed Borgato (@EdBorgato) March 15, 2017
"I think that, every time you see the word EBITDA [earnings], you should substitute the word 'bullshit' earnings." – Charlie Munger http://pic.twitter.com/7Su02k4Qgb
— Ivan Maljkovic (@ivan_brussels) March 15, 2017
If the optimist is right, he gets the further advantages of applying the idea. The cynic only gets to say "I told you so."
— Paul Graham (@paulg) March 14, 2017
$VRX So much for "I can't think of a business over the course of my career"… "That combined with transparency, accountability…" http://pic.twitter.com/H1STjcmEGg
— Andy Biotech (@AndyBiotech) March 13, 2017
Don't just write words. Write music. http://pic.twitter.com/rX7FRi05pj
— Vishal Khandelwal (@safalniveshak) March 14, 2017
System vs Goal https://t.co/ugjleaStCO
— Satpal Parmar (@satpalparmar) March 14, 2017
“Man cannot stand a meaningless life.” Carl Jung on human nature in a rare BBC interview https://t.co/xp5qzogn79
— Maria Popova (@brainpicker) March 13, 2017
One of the most interesting presentations I've ever seen, by @Sanjay__Bakshi
"Moats and Floats"https://t.co/rRLIpTKvOR
— Patrick OShaughnessy (@patrick_oshag) March 13, 2017
Yes this was in 2004 I think. 13 years ago! First pictures ever with Charlie! https://t.co/YIhcuhdxrF
— Mohnish Pabrai (@MohnishPabrai) March 10, 2017
My 2011 article on American chess world champion Bobby Fischer, on what would have been his 74th birthday today. https://t.co/SbQfZmJnzq
— Garry Kasparov (@Kasparov63) March 9, 2017
Peter Cundill: there's always something to do http://pic.twitter.com/QB0UeoF4hY
— Staley Road Capital (@StaleyRdCap) March 9, 2017
Good companies can be badly managed & bad companies can be good investments. A paradox that pricing explains! https://t.co/o1P9WUfFTR http://pic.twitter.com/a9nLLo8mxI
— Aswath Damodaran (@AswathDamodaran) March 9, 2017
The collected advice of great writers – Vonnegut, Woolf, Bradbury, Sontag, Gaiman, Steinbeck, and 100+ more https://t.co/BmmyHtOtU5 http://pic.twitter.com/atUEyr85zC
— Maria Popova (@brainpicker) March 9, 2017
I was touched by "When Breath Becomes Air.” It’s the best nonfiction book I’ve read in a long time. https://t.co/Pq9aet2plB
— Bill Gates (@BillGates) March 7, 2017
Finally getting around to reading Shoe Dog, and it's awesome. Should be high up on everyone's list http://pic.twitter.com/ym1kudm90W
— Connor Leonard (@CataumetCap) March 7, 2017
A simple guide to my level of confidence in predicting the future based on time spent dealing with the financial markets http://pic.twitter.com/gNlfb1LCOD
— Ben Carlson (@awealthofcs) March 6, 2017
…and half of the others presume people are dummies https://t.co/pbEs9cqZjx
— Jason Zweig (@jasonzweigwsj) March 5, 2017
Questions @WarrenBuffett told Tom Murphy to ask himself about his career. #cbspevcconference http://pic.twitter.com/c1KY7cObBP
— Columbia B-School (@Columbia_Biz) March 3, 2017
The three audio/video podcasts I always listen to: @manualofideas (Value Investing Podcast) @patrick_oshag and @5_GQs (J. Taylor)
— Eiron (@Metier9) February 25, 2017
https://t.co/IQtf7StDTO http://pic.twitter.com/oesuggQEHY
— Jason Zweig (@jasonzweigwsj) March 3, 2017
Amazing Edward R. Murrow documentary about investing in the 1950s:https://t.co/dQ7jCPNDIS
— Morgan Housel (@morganhousel) March 2, 2017
Finally starting to understand the legend of John Malone http://pic.twitter.com/Uxa4WEbTKe
— peter g (@pgoehaus33) February 28, 2017
Matthieu Ricard: Happiness is a skill https://t.co/Z7uYZtObyz http://pic.twitter.com/PT3KR4tonX
— Uncovering Value (@stockthoughts81) February 27, 2017
Shameless Cloning: The way to wealth! Enjoy this @Forbes article I co-wrote w quant Fei Li on clone investinghttps://t.co/SeEY4mMXVK
— Mohnish Pabrai (@MohnishPabrai) February 25, 2017
His work habits showed his ability to concentrate. (Einstein) http://pic.twitter.com/KP5y2BYnkz
— Giovanni Franchi (@giovfranchi) February 25, 2017
“Five Ways to Handle Adversity.” — @GSpier https://t.co/i4EnfN6CCq http://pic.twitter.com/bmKH8bDvif
— GSpier (@GSpier) February 24, 2017
Slides from my presentation at the ABA conference this weekhttps://t.co/1EvbFJmXk8 http://pic.twitter.com/AD7Dh60SaQ
— Ben Carlson (@awealthofcs) February 24, 2017
I'm only 30 pages into Watt's The Kings Depart, but already I can tell it is a fabulous book. https://t.co/PR8fUYCBTo
— Paul Graham (@paulg) February 23, 2017
The David Rubenstein Show: Warren Buffett https://t.co/a5OJ7OChRn
— Mayar Capital (@Mayarcapital) February 22, 2017
“John Mihaljevic’s new book — The Manual of Ideas” — @GSpier https://t.co/MJZ2b53RAq http://pic.twitter.com/YjsJyvLbwt
— GSpier (@GSpier) February 22, 2017
Top 5 regrets of the dying http://pic.twitter.com/4eolmRSsBN
— Plan Maestro (@PlanMaestro) February 19, 2017
Also shows the power of compounding over long periods …. http://pic.twitter.com/60REFZMN9i
— Rajeev Thakkar (@RajeevThakkar) February 22, 2017
Howard Marks, in his most recent chat with @ritholtz … http://pic.twitter.com/FPTzexvGOW
— Joe Koster (@jtkoster) February 20, 2017
An updated list of every book I've ever recommended (new books list at the end). Now 76 pages worth!https://t.co/FHx73g8hr4 http://pic.twitter.com/LGzBGoXeWP
— Patrick OShaughnessy (@patrick_oshag) February 20, 2017
An amazing 5 minute speech by an incredible entrepreneur @pauljudge https://t.co/Z4iOjrOUKT
— Ben Horowitz (@bhorowitz) February 20, 2017
"Your success didn’t create your optimism; your optimism led to your success." https://t.co/02Upk7qv0f via @billgates
— Adam R. Karr (@Adam_R_Karr) February 19, 2017
Here is the paper: https://t.co/P1uflUw6Sl and here is the PDF https://t.co/900eWyjPsw
Enjoy! Over 30 yrs, Buffett cloning best mkt by 10+% https://t.co/0dkeDe6O7g
— Mohnish Pabrai (@MohnishPabrai) February 18, 2017
Warning – This small post contains so much wisdom that your head may start spinning after reading it. https://t.co/xs3NJLmvAD @morganhousel
— Vishal Khandelwal (@safalniveshak) February 18, 2017
The nice thing about the game we’re in is that we can keep learning. — Charlie Munger @ Daily Journal Annual Meeting (2017) http://pic.twitter.com/kbWxBy2ndL
— Anand (@anand1383) February 17, 2017
It makes no sense to talk about significance, acceptance and rejection without first… https://t.co/H2SClk0ycc http://pic.twitter.com/EXXz5w3sMj
— Massimo Fuggetta (@mfuggetta) February 17, 2017
Yesterday at the $DJCO meeting Charlie Munger recommended only one book: A Man for All Markets https://t.co/OA7pHWmWiI
— Shane Parrish (@farnamstreet) February 16, 2017
Having your "Owner's Manual" and living an aligned life is so important. Huge paybacks! Enjoy!
https://t.co/KEH45PEwIo— Mohnish Pabrai (@MohnishPabrai) February 16, 2017
US bull & bear market history since '26: avg bull lasts 8.9 yrs, avg S&P gain 490%; avg bear lasts 1.3 yrs, avg S&P loss -41% @ftportfolios http://pic.twitter.com/vvnTMRntVj
— 13D Research (@WhatILearnedTW) February 15, 2017
Alice Schroeder on how Buffett assessed geopolitical risk in buying Iscar (from Start-up Nation) http://pic.twitter.com/kdKfv6fUos
— Four Filters (@FourFilters) February 12, 2017
Investment thesis of Charlie479 is simply brilliant: https://t.co/KzBtKMhOsc. Read and watch Greenblatt's lecture: https://t.co/qTUDA4E9Yd.
— Jana Vembunarayanan (@jvembuna) February 12, 2017
http://pic.twitter.com/MyKxYaEm99
— Joe Koster (@jtkoster) February 7, 2017
Even geniuses are wrong from time-to-time. Here's Seth Klarman in his book Margin of Safety on index funds (circa 1991) http://pic.twitter.com/NS7K6DSpzY
— Ben Carlson (@awealthofcs) February 7, 2017
Over time I've changed my approach to researching an investment: http://pic.twitter.com/FZOgYmBVAZ
— Connor Leonard (@CataumetCap) February 5, 2017
"You have to wait until something comes along which at the price you're paying is easy." -Charlie Munger http://pic.twitter.com/u24L10FciW
— Joe Koster (@jtkoster) February 4, 2017
Thirty Years: Reflections on the Ten Attributes of Great Investors, by @mjmauboussin https://t.co/txz0qDXN44 http://pic.twitter.com/oAXsFSZjPq
— Hurricane Capital (@HurriCap) February 2, 2017
It is better to come in with a good dose of humility than to have to lose a lot of money to generate humility.
van Biema in @manualofideas
— The Charlieton (@TheCharlieton) February 1, 2017
Understanding the qualitative aspects of a business is far more important than the quantitative. It is all about truly figuring out the moat https://t.co/TFEKKcb3l5
— Mohnish Pabrai (@MohnishPabrai) February 1, 2017
The bookshelf of @MohnishPabrai is an absolute treat for any passionate bibliophile @anshul81 @jvembuna @investbooks https://t.co/9IPG6Qf4fa
— Gautam Baid (@Gautam__Baid) January 30, 2017
Today, keep it simple… http://pic.twitter.com/sJnXyVApio
— Vishal Khandelwal (@safalniveshak) January 29, 2017
People are going to want your time. That's the only thing you can't buy. – Buffetthttps://t.co/shUMrCuOu4.
Thanks @jtkoster http://pic.twitter.com/FX3esBeoum— Anand (@anand1383) January 28, 2017
Discussed the mental models of truth, compounding and entrepreneurship with Univ of Puerto Rico MBA Students. Enjoy!https://t.co/bslAp9WCpP
— Mohnish Pabrai (@MohnishPabrai) January 27, 2017
The Best Investor You've Never Heard Of: Joe Rosenfield & The Grinnell College Endowment @jasonzweigwsj https://t.co/TDCtOFNo9U http://pic.twitter.com/nEyQeh6voF
— Devin Haran (@DevinHaran) January 27, 2017
In #investing, keeping quiet and living with an inner scorecard are great virtues. (?Education of a Value Investor by @GSpier) http://pic.twitter.com/beidI1b6ol
— Vishal Khandelwal (@safalniveshak) January 27, 2017
“The Manual of Ideas — The Proven Framework for Finding the Best Value Investments” #investing @manualofideas https://t.co/VO7w4lrDZF
— Pete Weishaupt (@peteweishaupt) January 26, 2017
[@BV] Does the Stock Market Care Who the President Is?https://t.co/AntD90g11z http://pic.twitter.com/OE0d2m4MEN
— Ben Carlson (@awealthofcs) January 26, 2017
How high does this market share % go? http://pic.twitter.com/Zf95BPljZc
— Bluegrass Capital (@BluegrassCap) January 23, 2017
Highly recommended read: How to Be a Value Investor in Software https://t.co/1Klcdu6qOw http://pic.twitter.com/NxHuGM7p9z
— Uncovering Value (@stockthoughts81) January 23, 2017
Davos 2017 – An Idea with Jack Mahttps://t.co/A6ku9dwkVg
"Nobody makes money catching whales — people make money catching shrimps."— Anand (@anand1383) January 22, 2017