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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

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Categories: Reading
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