In this very short video, Zeke Ashton discusses about an early advice he has received from Michael Burry from Scion Capital.
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Friday, December 28, 2012
Saturday, December 22, 2012
Taleb: Antifragile
So 2012 is almost over and it was pretty exciting. Although I guess 2013 will be even more intriguing. Equity index are near or at their highs and value will be an important strategy in a world of modest growth. In order to end this year in a great way, here is an video of Nassim Taleb, author of "The Black Swan". His new book "Antifragile: things that gain from disorder" is already available and is the topic of this video- and I look forward to reading it.
Monday, December 10, 2012
Pabrai & Spier on Japan Investing Summit
You may be able to spend 30 minutes reading this transcript of an interview with Mohnish Pabrai and Guy Spier on Value Investing in Japan. I guess it`s worth your time since Japan might have the most number of net nets all over the world.
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