Essential Reads

Metacognition Value Investing Decision Making

Michael J. Mauboussin

Compilations of all things related to Michael J. Mauboussin (Twitter @mjmauboussin + website – http://michaelmauboussin.com/) Let’s just say, the man is a prolific writer – apart from the 5 books he’s written, these writeups total 3,800+ pages. I’d guess he’s currently at #3 (after Buffett & Munger) in terms of the sheer volume of enlightenment […]

The Peter Lynch Playbook

Under Peter Lynch, the Fidelity Magellan Fund achieved a CAGR of 29.2% during 13 years, 1977-1990. He beat the S&P 500 index in 11 out of those 13 years and didn’t have a single down year, including 1987. The guy was as close to a chameleon as one can find in the world of investing, flitting […]