luke61388

Hi everyone, I just posted some hard-to-find reading material on twitter ( ), and I figured I'd post it here too in case anyone is interested. Cheers. Keynes - annual chairman letters: https://dl.dropboxusercontent.com/u/97410619/Keynes%20Chairman%20letters.pdf Sam Zell - Grave Dancer: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20grave%20dancer.pdf Sam Zell - Emma's Allure: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20emmas%20allure.pdf Sam Zell - Pension funds in Peril: https://dl.dropboxusercontent.com/u/97410619/zell%20-%20pension%20fund%20peril.pdf Ed Thorp on investing in distressed shipping with Bruce Kovner: https://t.co/DX5cr2n6kC Forbes - Tom Murphy's Pleasant Cash Problem: https://dl.dropboxusercontent.com/u/97410619/tom%20murphy%20pleasant%20cash%20problem.pdf Forbes - Henry Singleton, the Sphinx Speaks: https://dl.dropboxusercontent.com/u/97410619/singleton%20sphinx%20speaks.pdf Alice Schroeder's 1999 report on Berkshire Hathaway: https://dl.dropboxusercontent.com/u/97410619/Schroeder%20BRK%201999%20%28Paine%20Webber%29.pdf --- Update: Dropbox broke the old links. See the update at the archives of https://lembascapital.com/weekly-readings/.

Shaky Ground by Bethany McLean may be what you are looking for.

Here's a great essay about an Italian investor in real estate post-WWII: http://www.privateinvestmentbrief.com/blog/alpha-in-real-estate/