Links - 05/16/2023
“It has taken me years to unlearn everything I was taught, and I probably haven’t succeeded yet. I cite this only because most of what has been written about the market tells you the way it ought to be, and the successful investors I know do not hold to the way it ought to be, they simply go with what is.” —George Goodman
A Confusing 13F Deadline Day for Berkshire Hathaway (LINK)
GMO White Paper | The Curious Incident of the Elevated Profit Margins - Part 1: The Macro Drivers - by James Montier (LINK)
Henry Ford’s Life and Work (LINK)
The Things That Shape You - by Ian Cassel (LINK)
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