Annual Letter Readout
1. Annual Letter 2021 Introduction
3. Annual Letter: Where we are right now
5. Annual Letter 2021: Investing when there is nowhere to hide.
7. Annual Letter 2021: Updates to my thinking this year.
2. Annual Report 2021: BYD, IEX FdJ
4. Annual Letter 2021: Investing in the aftermath of a debt surge , 18:48:25
6. Annual Letter 2021: Geopolitical Uncertainty
Books on Investing and Life
My goal here is simply to share with you a selection of books that have enriched my life.
Articles and Appearances
When I accept an invitation to speak, I do my very best to speak as honestly as I can, straight from the heart.
The Education of a Value Investor
What happens when a young hedge fund manager spends a small fortune to have lunch with Warren Buffett? He becomes a true value investor.
Available on Amazon
Books on Investing and Life
My goal here is simply to share with you a selection of books that have enriched my life.
Articles and Appearances
When I accept an invitation to speak, I do my very best to speak as honestly as I can, straight from the heart.
The Education of a Value Investor
What happens when a young hedge fund manager spends a small fortune to have lunch with Warren Buffett? He becomes a true value investor.
