Interesting reads 08 Oct 2013 – Mohnish Pabrai, Warren Buffett, Benjamin Graham

1. Does Valuation Matter? –
An article on why valuation matter and types of valuation and issues in finding fair value of a stock

2. Inflation and Stock Selection –
This article focuses on how inflation impacts stock returns, and companies that stand to benefit and loose from inflationary scenario.

3. The Almighty Investment Strategy Following the Footsteps of Ben Graham –
A nice article on Ben Graham’s Net Net approach and situations that trigger such opportunities.

4. Mohnish Pabrai: Here’s Why Buffett Bought Coke (KO) in 1987 –
An excellent article which refers to Mohnish Pabrai’s points to note on why and how Warren Buffett bought Coke.


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