Links - 01/03/2023
“I’ve known, personally, a dozen where I would have predicted or did predict — in a fair number of those 12 cases — I did predict that the person involved would do better than average in investing over a long period of time. And obviously, Charlie [Munger] is one of those people. So would I pay him? Sure. But would I take financial advisors as a group and pay them one percent with the idea that they would deliver results to me that were better than the S&P 500 by one percent, and thereby leave me breaking even against what I could have done on my own? You know, there’s very few.” —Warren Buffett (2017)
Jonathan Boyar of Boyar Research recently shared six of his top picks for 2023 with Nicholas Jasinski of Barron’s. Each of the picks comes from Boyar Research’s recently released Forgotten Forty 2023 Edition. The full issue contains 40 one-page reports on Boyar’s top picks for 2023. As a special offer to all of our subscribers, you can download two full reports from the 2023 Forgotten Forty issue free by clicking HERE.
Four Wishes for 2023 - by Jason Zweig (LINK)
HAPPY NEW YEAR 2023 – AND THOUGHTS ON INVESTING - by Gene Hoots (LINK)
Look Elsewhere for Market Forecasts - by Phil Weiss (LINK)
Who Makes America's Semi-Trucks (documentary) [H/T @lhamtil] (LINK)
More Answers: Mohnish Pabrai and Guy Spier with the Helvetian Investment Club (video) (LINK) [This video is Guy answering additional questions after the initial Q&A that he and Mohnish did.]
Keep reading with a 7-day free trial
Subscribe to Value Investing World to keep reading this post and get 7 days of free access to the full post archives.