Links - 10/03/2023
“There’s an old investment saying -- which I think is a good one: ‘Valuation defines level of risk. It doesn’t help with timing.’” —Peter Cundill (1996)
Jake Taylor’s presentation at the MicroCap Leadership Summit (video) (LINK)
Berkshire Hathaway’s Tobacco History Part III - by Gene Hoots (LINK)
“Investing in an Age of Disruption” - by Christopher Tsai (LINK)
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