Friday, 3 April 2015

Weekend reading

Just had a chance to read Skagen's (European value investors) annual report for 2014. Must read every year (Skagen)

Two oldie but goodie interviews with Doug Barnett of Quest Management, a Thailand based value investor with a phenomenal track record (Opalesque TV and Agora Talk)

Great posts from Farnam Street: (i) A few lessons, (ii) Five techniques to improve your luck and (iii) Mental models

Daily Journal 2015 meeting notes (ValueWalk)

Value investors suffer during steady QE rally (FT)

The footsy index: how sneakers became very big business (FT)

Brian Rose interviews Anita Moorjani, who tells a fascinating story about her survival of cancer (LondonReal)