As a value investor, reading and learning is at the core of every analysis, investment strategy and decision making.
Tim of EuroShareLab has put together another great resource page full of readings from James Montier and Michael Mauboussin.
James Montier is a familiar name in the value investing community, but I am very pleased that Tim has been able to collect the papers written by Michael Mauboussin.
I recently came across Mauboussin and some of his old papers last week and found it to be extraordinarily insightful, educated and full of value. This is a man that thinks deeply about investing and his writing shows it.
So check it out.
Thanks to Tim for updating it for us all.
If you live in the USA, enjoy your long weekend.
Join the forum discussion on this post
- Keith
Wow! This is all really good stuff!
- Ryan
That article by Mauboussin on luck vs skill is fascinating. These links are great! Thanks