1. A Dozen Things I’ve Learned from James Montier about Investing – http://bit.ly/19udIwG
Tren Griffin on investing lessons from James Montier – Though all points are great with examples, the ones interested me are about forecasting future price, focussing more on outcome than the process.
2. The Real Definition of Intrinsic Value – http://bit.ly/16mvHUK
An excellent article with two nice examples on buying businesses. Key points related to what and how to determine intrinsic value and how the low earnings multiple should not matter, instead buying great businesses with a premium will help in the long run
Here is the related article ‘The Luxury of Thinking Like An Owner’ – http://bit.ly/14q5Udz