Links - 04/28/2024
“We have forecasts of extrapolation which are usually correct but not profitable. And forecasts that [deviate] from trend which are potentially very profitable but not often correct. I take that analysis to mean macro forecasting doesn’t work.” —Howard Marks [Source]
If you’ll be in Omaha for the Berkshire Hathaway Annual Meeting and staying through Sunday, Steve Clapham is putting on a workshop, “10 Accounting Red Flags Seminar,” at a discount to what most clients pay him for this workshop from 2-4pm on Sunday.
Richer, Wiser, Happier Podcast: How To Beat The Market w/ Bryan Lawrence (Video, Podcast)
Warren Buffett or Not, Berkshire Hathaway Stock Is Built to Last (LINK)
Greenlight Capital’s Q1 Letter (LINK)
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