[book recommendations on probability thinking]

All,

 

I have been wondering if there is any better way to sharpen my thinking based on probability. Is there any book recommendation? Most of the books I found on the internet is too academic and difficult to apply in investing (the data/numbers already exists etc).

 

Thank you in advance,

RD

[Companies -truly long term focused not managing to quarter results?]

I would add CMPR to the list.

Best,

[Bonhoeffer Fund]

Congrats, Keith!

[Adam Wyden - Value Investor Insight]

Thank you very much, mhdousa.

Best,

[Adam Wyden - Value Investor Insight]

Does anybody has a March issue of Value Investor Insight, highlighting Adam Wyden of ADW capital?

Thanks,

RD

[Hedging by options]

Thanks, KCLarkin.

[Seth Klarman - Q4 Letters]

Kick ass letter. I learned a ton! Thanks.

 

Attached the Appendices to Year-End Letter for 2015, which I believe was sent along with the Year End Letter. Included are the commencements from the head of Public and Private Investment Group.

RD

2015_Appendices_to_Year-End_Letter.pdf

[Hedging by options]

Thank you very much, boilermaker75.

[Hedging by options]

Does anybody know good books I can lean how to use options to hedge the long positions? Thanks!

[Warrants investment]

Thank you innerscorecard. I've read the book but skipped as my focus was common stocks back then. Thank you for telling me about the thread as well  :) 

[Warrants investment]

What's the good start to explore warrants investment? I have been focusing on common equity but want to develop my knowledge on warrants. The Security Analysis only briefly talks about this area. A couple of questions in my mind is why warrants vs common equity or how to value warrants etc. Thanks!

 

[John Malone The Full D7 Session]

I believe many on the board already watched this but I thought it is good to hear Mr. Malone's recent thought on cable industry or media in general :D

 

http://www.valuewalk.com/2015/09/john-malone-the-full-d7-session-video/?utm_campaign=EMAIL_DAILY&utm_medium=email&utm_source=mailchimp&utm_content=quick_link