Weekly links
Charlie Munger transcript from 2010
Great final post from Wexboy about investment catalysts with “case studies”
UK Blogger Paul Scott has launched a UK small cap website based on s proprietary “PAS” system. Maybe I should challenge him with my boss score ?
Great documentary (German) about the end of one of the shittiest German banks ever, WestLB.
Very interesting Asset Allocation blog called GestaltU. Among others they recommend cash in order to protect against inflation…..
ExpectingValue, a great UK blog has reviewed his Portfolio. Good place to start if one is interested in UK small caps.
value and opportunity 