– McEvaline Annual Report: McEvaline is one of the top managers in Canada. Mostly invests in beaten down small caps.
– Patient Capital Annual Report: One of the most patient value investors around. A great read and good look at the coming year.
– Graham and Doddsville Winter 2010 Newsletter: Always a great read. This one has an interview with Mason Hawkins, Southeastern Asset Management, and managing partners from Tweedy, Browne.