Links - 03/16/2024
“The desire for more, the fear of missing out, the tendency to compare against others, the influence of the crowd and the dream of the sure thing—these factors are near universal. Thus they have a profound collective impact on most investors and most markets. This is especially true at the market extremes. The result is mistakes—frequent, widespread, recurring, expensive mistakes.” —Howard Marks
A memorial for Charlie Munger (LINK)
Conviction and Quality - by Josh Tarasoff (LINK)
FUNDSMITH Annual Shareholders’ Meeting February 2024 (video) (LINK)
