Chasing Warren Buffett’s Alpha is an article from the CFA Institute about Warren Buffett’s performance since 1976 to 2011 where they try to determine what has made Buffett’s performance over that time period so special. This article also contains the link to the original paper about the conclusions that the writers came to.
Yuri Gagarin ($4PX:BU) is another fantastic valuation and analysis article from Student of Value. Pay close attention to how he thinks about the company. As always the way he thinks about things and presents them is amazing to me.
Why Letting Yourself Make Mistakes Means Making Fewer of Them is an article from Psychology Today with lessons that I wish I would have learned in my teenage years instead of only recently. I used to be so afraid of failure that I never tried new things. Only over the past 4 years or so have I started to try a lot of new things. Trying new things, and making mistakes, has not only made me a vastly better investor, I think it has also made me a much better person as I have been able to improve in every aspect of my life.
Free Session on Global Value Investing click on the interview transcript link for the free download of the interview.
Next up will be my valuations and quick thoughts on the rest of my portfolio from before my transition to actual investing and what I am doing now.