Compilation of Great Investors’ Letters
Q1 2020 Hedge Fund letters
Q2 2020 Hedge Fund letters
Q4 2020 Hedge Fund letters
Michael Mauboussin’s Reports – Great research papers
Ensemble Capital Blog – Concepts on value growth investing
Saber Capital Blog – Concepts on value growth investing
O’ Shaughnessy’s Blog – O’Shaughnessy Asset Management research
Arlington Value Investor Letters – Five Invaluable Lessons On Value Investing
In Practise – Insightful interviews with industry leaders
Farnam Street – Mental models
Peter Lynch articles – Peter Lynch’s Articles from 1993-1999
Markel Letters – Thomas Gayner letters
Constellation Software Letters – Equivalent of tech Warren Buffett
Fairfax Letters – Prem Watsa’s letters
Hang Lung Letters – Ronnie Chan’s letters, great on HK and China malls
Influential essays to read – Compiled by Fintwit (Patrick O’Shaughnessy initiative)
Dr Vijay Malik articles – Great resource for beginners to learn
Compilation of Commencement Speeches