Some links

Very good “10 step advise” on how to become a truely long term investor

There are still many doubts about the quality of Samsonite’s accounting

Morgan Housel on the relevance of “Long tail” outcomes

Howard Marks memo on Indexfunds, ETFs, Smart Beta and Machine Learning

Ben Evans writes about the real relevance of AI/Machine Learning

5 Examples of great annual letters to shareholders


  • I thought the Howard Marks piece was a good read. However, do you think that the overlay of a very low world wide interest rate environment should be taken into consideration in regards to analyzing the recent under-performance of active vs. passive? It is what it is but will there be an over-reversion to the mean that will cause more disruption than is currently being anticipated?

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