rijk Posted February 28, 2012 Share Posted February 28, 2012 one of the most wanted documents in value investing.... regards rijk http://www.scribd.com/doc/82691653/Shareholder-Letter?secret_password=1q28trc8tng8la6msun2 Link to comment Share on other sites More sharing options...
dcollon Posted February 28, 2012 Share Posted February 28, 2012 Thanks for posting. Link to comment Share on other sites More sharing options...
WarrenWatsa Posted February 28, 2012 Share Posted February 28, 2012 Excellent, thank you. Link to comment Share on other sites More sharing options...
Guest misterstockwell Posted February 28, 2012 Share Posted February 28, 2012 It's funny--if he was a random guy posting that kind of thinking here, he would be getting a verbal smackdown! Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 29, 2012 Share Posted February 29, 2012 Thank you for posting. This looks like another Klarman classic. It has chock full of insights. Link to comment Share on other sites More sharing options...
berkshiremystery Posted February 29, 2012 Share Posted February 29, 2012 I was surprised that Klarman mentioned the intellectually stimulating book "Thinking, Fast and Slow" from Daniel Kahnemann. I already had the pleasure to read it some while ago. Link to comment Share on other sites More sharing options...
Guest Posted February 29, 2012 Share Posted February 29, 2012 Thanks, man! :) Link to comment Share on other sites More sharing options...
vikx01 Posted February 29, 2012 Share Posted February 29, 2012 Thanks! Wonderful piece. Link to comment Share on other sites More sharing options...
pabraifan Posted February 29, 2012 Share Posted February 29, 2012 many many thanks Link to comment Share on other sites More sharing options...
ragu Posted March 1, 2012 Share Posted March 1, 2012 rijk, Many thanks for posting this. Much, much appreciated. It has chock full of insights. Indeed, with the most insightful being this gem (pg. 9): Unintentionally and reflexively, the act of measuring performance can greatly impact it. Best, Ragu Link to comment Share on other sites More sharing options...
Ross812 Posted March 1, 2012 Share Posted March 1, 2012 Direct link to .pdf download: https://www.yousendit.com/directDownload?phi_action=app/directDownload&fl=SWhZekZ1K3gzS3FVQUtxbWlXNlJCek9yQVhDR3NyVEpGdzVHeHU0Q1JIWkNiZUFjREZDdnFUUXh1S0xqWWlWeE1MbXJsU0ZPQndJaksrMWwwQUMzaUJVNkYyeHZDbFlaMFlDWmNBPT0&experience=bas Link to comment Share on other sites More sharing options...
Zorrofan Posted March 3, 2012 Share Posted March 3, 2012 Thanks for the PDF link! cheers Zorro Link to comment Share on other sites More sharing options...
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