Komodo Global Fund, LP
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Warren Buffett's letters
to partners
,
to shareholders
; Berkshire Hathaway shareholder meeting transcripts in Henry Emerson's
Outstanding Investor Digest
and
Poor Charlie's Almanack
David Swensen's
Pioneering Portfolio Management
and
Unconventional Success
(the latter's a la Vanguard founder
Jack Bogle
). Advisers may unlikely recommend consistent investment in index funds when it entails minimal fees.
Macro musings: David Moss'
Concise Guide to Macroeconomics
, permabear (a/k/a sober)
Jeremy Grantham's letters
,
Li & Fung
,
C&H
and non-comprehensive
sovereign bond selection criteria
USA data:
Rail Time Indicators
;
Chicago Fed National Activity Index
(average 0, standard deviation 1);
NAHB data
and our view of
home bubble multiples at Oct07, Dec08 and generally
Blogs:
Apollo Investment
,
Bronte Capital
,
Manual of Ideas
,
Reflections
,
Turnkey Analyst
and
Webb
