Some links

Taleb has written a foreword to the upcoming biography of Ed Thorpe. (This is the book I am really looking forward to….)

Jason Zweig on the stamina required for longterm investing success

Damodaran on the perils of family owned (Indian) companies (Tata)

Morgan Housel on (non traditional) sources of competitive advantages

Steve “the big short” Eisman is short European Banks

And yes, finally a few Trump related links worth reading:

Howard Marks
 – Ray Delio
 – Bill Gross
– and of course the full interview with Warren BUffett

One comment

  • I had never heard of Leah Zell before – very disciplined lady.

    Do you know if and where her monthly or quarterly investor letters can be found? (i.e. a la Ennismore)

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