Warren Buffett’s 2018 letter to the Shareholders
A very interesting and comprehensive annual fund letter from Semper Augustus (h/t ValueInvesting World)
Zillow,the US Real Estate online classified leader, tries to become THE one stop shop for online real estate.
Morgan Housel has a very smart collection of the “different kinds of stupid”
The UK Value Investor has a look at HSBC
Good write up on Pershing Square Holdings and Central Securities
A great summary on how to create “Atomic habits”
The Rational Walk blogs looks back on 10 years of blogging
Ryan Holiday on how to seize the day
A collection of interesting investor letters from the Tollymore fund
Must read: Morgan Housel’s 29 Money Rules
Why Lithium and Cobalt prices are still falling
China’s impact on the world economy has increased significantly
Interesting rant on why AI won’t replace any job and Won’t drive any car
Fantastic slide deck on how the VC market has developed (hint: a lot of value is now captured pre IPO)
Pabrais’s “free lunch portfolio” tanked in 2018 but he is proposing a new one for 2019
“Bond King” Bill Gross now has officially retired. Maybe a few years too late.
Random thoughts on HoldCos, Netflix, SPorts Media company and some links
value and opportunity 