In this very short video, Zeke Ashton discusses about an early advice he has received from Michael Burry from Scion Capital.
Friday, December 28, 2012
Saturday, December 22, 2012
So 2012 is almost over and it was pretty exciting. Although I guess 2013 will be even more intriguing. Equity index are near or at their highs and value will be an important strategy in a world of modest growth. In order to end this year in a great way, here is an video of Nassim Taleb, author of "The Black Swan". His new book "Antifragile: things that gain from disorder" is already available and is the topic of this video- and I look forward to reading it.
Monday, December 10, 2012
You may be able to spend 30 minutes reading this transcript of an interview with Mohnish Pabrai and Guy Spier on Value Investing in Japan. I guess it`s worth your time since Japan might have the most number of net nets all over the world.