Links - 07/17/2023
“The temperament needed to be a great research analyst is similar to what is required for investigative journalism. A genuine curiosity and interest in business is required. A nose for a story also helps. By digging deeper and following intuition, a good analyst is able to gather certain relevant facts often overlooked by lazy competitors.” —Brian Bares (“The Small-Cap Advantage”)
Capital Allocators Podcast: Seth Klarman – Timeless Value Investing (LINK)
A Blueprint for 10-Baggers (LINK)
Hollywood on Strike - by Ben Thompson (LINK)
Barry Diller on “Face the Nation” discussing the dual SAG-AFTRA and WGA strikes (video) (LINK)
Boyar Research's Quarterly Letter: 2Q 2023 (LINK)
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