Classic article from Charles D. Ellis against “Diworsification”
Good presentation from Katsenelson on investment process
Very interesting Tim McElvaine (Peter Cundill disciple) video interview about Japanese companies and investing (mental note: run screen as mentioned: Stock down 2/3, below tangible book and market cap > 1 bn )
Nate from Oddball is more into Japanese Net nets.
Expecting Value about Severfield-Rowen, a stock on my Boss score UK top 25