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If you are still looking for books, Margin of Safety is good. Intelligent Investor (though very outdated) is good. Jack Bogle stuff is good . Read annual LP mem
by elamje 6y ago
If you are still looking for books, Margin of Safety is good. Intelligent Investor (though very outdated) is good. Jack Bogle stuff is good . Read annual LP memos from hedge funds and institutions like endowments and pension funds. They are throwing around big money and it’s fun to see what they think about.
Some good memos - Baupost Group, Berkshire Hathaway, Howard Marks. Email me if you want any more info.