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Weekly Summary
10/11/2024
 • 
Joe Koster
Links - 10/10/2024
“It was always clear that it was hard to predict the deviation and extent of deviations in markets driven by human psychology, and hard to predict the…
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Joe Koster
Links - 10/08/2024
“You can’t do the same things others do and expect to outperform. Unconventionality shouldn’t be a goal in itself, but rather a way of thinking. In…
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Joe Koster
Links - 10/07/2024
“Prudent portfolio diversification is necessary, but there must also be a willingness to concentrate in the best opportunities.” —Seth Klarman
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Joe Koster
Weekly Summary
10/04/2024
 • 
Joe Koster
Links - 10/03/2024
“Often, it is not the risks we can identify but the threats that cannot be anticipated that hold the greatest peril for investors and for society. While…
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Joe Koster
Links - 10/02/2024
“The basic reason for the cyclicality in our world is the involvement of humans. Mechanical things can go in a straight line. Time moves ahead…
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Joe Koster
Links - 10/01/2024
“Because of the existence of risk, things are going to be different from what we expect from time to time. How well are we prepared to deal when it’s…
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Joe Koster
Links - 09/30/2024
“The best ideas tend to be such outliers that you’d overlook them if you were consciously looking for ways to make money.” —Paul Graham
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Joe Koster

September 2024

Weekly Summary
09/27/2024
 • 
Joe Koster
1
Links - 09/26/2024
“Permanent loss is very different from volatility or fluctuation. A downward fluctuation – which by definition is temporary – doesn’t present a big…
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Joe Koster
Links - 09/24/2024
“The risk of an activity doesn’t just lie in the activity in itself, but in how the participants approach it.” —Howard Marks
 • 
Joe Koster
© 2024 Joe Koster
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