Some links

Great post from Nils Herzing on visiting Monish Pabrai’s Investor day. Monish seems to like Fiat a lot.

Barry Ritholz interviews Jason Zweig (WSJ)

A very good post on why and how to adjust EM company valuations for foreign currency borrowing plus thoughts on Chinese Banks

Check out this Japan focused value investing blog with some very high quality content: Undervaluedjapan

MUST READ: Fascinating article on how Berkshire closed the Precision Castparts deal (hint: initiative seemed to have come from Todd) (h/t valueinvestingworld)

MUST READ: Latest Memo of Oaktree’s Howard Marks called “It’s not easy”


  • Concerning Oaktree, I recently went through “The most important thing” from Howard Marks. Excellent and enjoyable.
    I would recommend it 100%

  • You can find in-depth details about most funds on Morningstar’s website, at .

  • mmi,

    Thanks for the links.

    Does anybody know of a website which shows long term results (at least 10 years) for mutual & hedge funds?
    Something like a current “The Superinvestors of Graham-and-Doddsville”.

    Which fund managers did beat an index like the S&P500 over 10 or 20 years?



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