- The formula for excess returns - Michael Mauboussin
- Toward a taxonomy of stock market winners - Ed Croft via Stockopedia
- Markel's 2014 shareholder letter - Markel
- What's wrong with finance - Morgan Housel
- What's right with finance - Ben Carlson
- The total return EPS index - Jesse Livermore
- Good place to work = good place to invest? WSJ
- What might a US-focused Neil Woodford portfolio look like? - Total Return Investor
- Interview with valuation guru, NYU professor Aswath Damodaran - ValueWalk
- Is there a "next" Jack Bogle? - Bloomberg
- Being a contrarian is easier said than done - Morgan Housel
- A closer look at Ashmore plc - Maynard Paton
Stay patient, stay focused.
Best,
Todd
