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Investment Wisdom from Others

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galumay:
This article by Peter Guy is great reading for an analysis of big v small in the context of SMSF's v large industry funds, it also covers issues with ETF's.


https://theconstantinvestor.com/big-versus-small/

galumay:
A fabulous commentary by Seth Klarman, a few page PDF which is basically all you need to know about investing!

http://1-2knockout.typepad.com/12_knockout/files/Seth_Klarman_MIT_Speech.pdf

galumay:
from Morgan Housel's presentation to Ian Cassel's MicroCap Club, a few graphics that caught my eye,







Here is the whole presentation if you are interested,

galumay:
https://www.longriverinv.com/blog/the-practice-of-value-investing-by-li-lu

Particularly good in defining speculating v investing

galumay:
More Li Lu, his investment checklist,

Checklist:
Is that cheap?
Is it a good business?
Whos running it?
What did I miss?

Interesting because it starts with price.

Value investor -

Business owner mentality
Difference in time horizon
Demand huge margin of safety

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