For my first post I wanted to share some articles and letters from investors that I admire. The common theme is “be greedy when others are fearful and fearful when others are greedy”. I find it helpful to turn to these notes from historical peaks and troughs to clear my mind and try to get a more clearer look. I know history doesn’t repeat but it sure does rhyme.
1999-02-15 Seth Klarman – Why value investors are different.
2009-02-23 Seth Klarman – The value of not being sure.
2009-03-01 Jeremy Grantham – Reinvesting when terrified.
2010-02-28 Seth Klarman – Forgotten Lessons of 2008.
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