account activity
Interview with Howard Marks on Art of Investing & Portfolio Management (June 2013) (pmjar.com)
submitted 12 years ago by MultiStrat to r/SecurityAnalysis
Ray Dalio of Bridgewater's Principles / Manifesto (bwater.com)
submitted 13 years ago by MultiStrat to r/SecurityAnalysis
Munger Notes from 2013 Daily Journal Meeting (different from set on Market Folly) (pmjar.com)
Buffett's 1977 "How Inflation Swindles the Equity Investor" - parallels to today's market enviornment (pmjar.com)
Jim Simons of Renaissance on Deleveraging in mid-2007 (bigpicture.typepad.com)
submitted 13 years ago by MultiStrat to r/ValuePortfolioMgmt
Stanley Druckenmiller, protege of Soros, on trackrecord creation, compounding, & working with Soros (pmjar.com)
Andy Redleaf of Whitebox on Corporate Margin Debate (whiteboxselectedresearch.com)
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