– The 400% Man: Inspirational story. Great results from a value investor with an average investing and intellect background. Patience and discipline, the hardest to conquer. Here is a detailed interview with him
– Margin of Safety: PDF version of Seth Klarman’s classic
– Assessing Performance Records: Latest from Howard Marks
– Pabrai discussing mental models: Pabrai’s public appearances have gotten rare in the last few years. Not much new here but he does discuss his early years in business and some changes to his investment process