value and opportunity

Daniel Kahnemann interviewed by Charlie Rose

Third Avenue Quarterly letter

Sequoia shareholder letter (Worst performing stock: Berkshire…)

Bronte on SuperValu. John Hempton is not a fan of small caps these days

Good summary for valueing basic materials companies

Deep macro research from the most succesfull hedgefund ever, Bridgewater. Plus a profile of its founder, Ray Delio