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Weekend reading

The 400% Man: Inspirational story. Great results from a value investor with an average investing and intellect background. Patience and discipline, the hardest to conquer. Here is a detailed interview with him

Margin of Safety: PDF version of Seth Klarman’s classic

Assessing Performance Records: Latest from Howard Marks

Pabrai discussing mental models: Pabrai’s public appearances have gotten rare in the last few years. Not much new here but he does discuss his early years in business and some changes to his investment process

Categories: Reading
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