Weekend Reading Links

Oddball Stocks-What’s Your Real Business? The National Stockyard Story.

Geoff Gannon Guru Focus-Always Use Normal Numbers.

Shares and Stock Markets-How To Value A Business Like A Professional Money Manager.

The Aleph Blog-If You Want To Be Well Off In Life.

The Meta Picture-Learn To Read Korean In 15 Minutes.

Geoff Gannon Guru Focus-What Is The Best Way To Learn Accounting?

Oddball Stocks-Investing Like A Lender.

Graham And Doddsville-The Value Investing Gene-Buffett, Klarman, and Evolution.

The Guru Investing-Small, Illiquid, and Cheap: A Winning Combo.

Greenbackd-Quantative Value: A Practitioner’s Guide To Automating Intelligent Investment and Eliminating Behavioral Errors.  Have not read the book yet but plan to.

Micro Cap Club-Alter NRG Corp: Disposition Case Study With Ending Unknown.

Businessweek-Ryan Morris, 28-year-old Activist Investor.

Gannon And Hoang On Investing-My Investment Process.

OTC Adventures-Calloway’s Nursery $CLWY.

Aswath Damodaran Musings On Markets-Acquisition Accounting II: Goodwill, More Plug Than Asset.

 

More Holiday Reading Links: Moats, Floats, Company Analysis, and Others

Gannon and Hoang On Investing-Unrepeatable Moats.

Csinvesting-A Reader’s Question On Niche Vs Moat and Greenwald Class Notes.  Make sure to read all the way to the comments as there is a very good discussion going on about moats there.

Fundoo Professor-Presentation on Moats and Floats.  Decided to post this again because it is so important.  Also read the comments section.

Fundoo Professor-All About Floats: Parts 1, 2, and 3.  Make sure to read the comments section as the discussion there goes quite deep into the inner workings of float.

Gannon and Hoang On Investing-Capital Allocation Discount.

ValueInvestingBlog.net-Audika Group: Can You Hear The Call Of Value.

Whopper Investments-$LAKE Update, The Bottom Has Fallen Out.

25iq.com-Charlie Munger On Moats (First Of The Four Essential Filters). Extremely valuable read for people learning about moats as I am right now.  Also contains a bunch of links to other Munger and moat information.

Gopal Gantayat-Evolving Competitive Advantages.

Psychology Today-Why Too Much Data Disables Your Decision Making.

Oddball Stocks-Thinking Like A Bond Investor.

Market Folly-Charlie Munger On The Psychology of Human Misjudgement.

Zenpenny-Here Is To The Downfall Of Micro Managing Portfolio Positions.

SMB Training-What A Star Portfolio Manager Can Teach Us About Improvement.

Happy Holidays, Thank You To Everyone, And Some Holiday Reading Links

Happy Holidays And Thank You To Everyone

I have just finished up my most recent article and plan to start buying the company’s shares on Monday.  Until I am able to buy the full allotment of shares that I want for my personal portfolio and the portfolios I manage, I am going to hold off on posting the article.

Over the next two weeks I am going to completely stop evaluating companies to take a break and concentrate on spending some time with family and catching up on some reading and learning that I have been meaning to do.  I plan to study floats, and competitive advantages/moats over that time.  I already have some books and a bunch of websites and articles that I plan to read on those subjects, and a bunch of other articles that I have been saving to read so I should be kept pretty busy and will continue to post links of things that I think contain some kind of valuable information.

I also plan to post an end of the year update on my overall progress so far this year, an update on how the companies I have bought into this year have fared since buying them, and an update on how the companies that I have written articles about, but have not bought, have done in the time since my articles were published.

I would also like to thank everyone who comes to this site for their interest and I hope you enjoy the journey thus far.  A very special thank you to the people who have commented on this site and to everyone else who have helped me become a much better thinker and investor over the last year.  I very much appreciate all of the help I have received since starting this journey four years ago and especially since last February when I actually dedicated myself to this.  Thank you all very much.

Holiday Reading Links

In case some of you get sick of spending too much time with family and friends over the holidays : ), below are some more links to keep you occupied.

Red over at The Red Corner Blog has been posting quite a bit lately and once again I would highly recommend reading his entire blog.

Gurufocus-Tweedy Browne Letter To Shareholders.

The Reformed Broker-Forget Fairness, Let’s Talk About Stupidity.

Unlistedstocks.net

Oddball Stocks-Announcement of Unlistedstocks.net.

Whopper Investments-Could a Red Flag for Excessive Executive Compensation Be An Opportunity In Disguise.

Gannon And Hoang On Investing-Relativity and Anchoring.

Greenbackd-Active Engagement With Companies To Improve Governance And Strategy Outperforms Passive Investment.

Epicurean Dealmaker-Goodwill Hunting.

Adventures In Capitalism-Gearing.

Aswath Damodaran’s Musings On Markets-Acquisition Hubris: Overconfident CEO’s and Compliant Boards.