1. Mark Sellers Speech to Investors – http://bit.ly/Gzz7xG
A nice article explaining the approach taken by these investors – calculating downside risk, aiming for an upside equal to 3 times the downside risk, margin of safety and importance of calculating probabilities.
2. How Many ‘Greater Fools’ Does It Take to Make a Bubble? – http://on.wsj.com/1awwjKQ
A quick and short article on how bubbles are formed, how too much of information leads to it etc.,
3. Do You Need to Know Something the Market Doesn’t? – http://bit.ly/17fyTFq
Author talks about his investment phillosophy and 3 important things he looks during an business analysis 1) Owner earnings, 2) Enterprise Value, and 3) What happens in year 4?
4. Investing is a Game of Failure – http://bit.ly/GzCWTr
A nice comparision of Stock investing and Baseball