- Placing constraints on yourself as an investor - Ben Carlson (A Wealth of Common Sense)
- Value Matters - Wally Weitz via ValueWalk
- Barry Ritholtz's recent interviews with Charley Ellis and Rick Ferri - (Bloomberg - audio)
- Why individual investors do so poorly in the markets - Charles Sizemore
- Thoughts on Neil Woodford's Patient Capital Trust - Richard Beddard
- It's always calmest before the crash - Monevator
- What Jeff Bezos and Neil Woodford have in common - Total Return Investor
- Activity v. inactivity in investing - Jeff Saut via Market Folly
- Similarities between Joel Greenblatt and Stanley Druckenmiller - John Huber (Basehit Investing)
- Exceptions to the rule can make for valuable investments - Matt Brice (Sova Group)
- Howard Marks interviews Joel Greenblatt at Wharton (below)
Stay patient, stay focused.
Best,
Todd
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