Links - 03/14/2024

Mar 14, 2024

∙ Paid

“We’re partial to putting out large amounts of money where we won’t have to make another decision. If you buy something because it’s undervalued, then you have to think about selling it when it approaches your calculation of its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” —Charlie Munger

Warren Buffett Minds the GAAP - by Donald E. Graham (LINK)

Signs of a Good Investment Process, Revisited - by Todd Wenning (LINK)

Turnarounds - by Ian Cassel (LINK)

Related link: The Characteristics of Easy and Difficult Turnarounds

Mohnish Pabrai’s Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024 (video) (LINK)

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