rijk Posted February 28, 2012 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
Guest misterstockwell Posted February 28, 2012 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!
eclecticvalue Posted February 29, 2012 Posted February 29, 2012 Thank you for posting. This looks like another Klarman classic. It has chock full of insights.
berkshiremystery Posted February 29, 2012 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.
ragu Posted March 1, 2012 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
Ross812 Posted March 1, 2012 Posted March 1, 2012 Direct link to .pdf download: https://www.yousendit.com/directDownload?phi_action=app/directDownload&fl=SWhZekZ1K3gzS3FVQUtxbWlXNlJCek9yQVhDR3NyVEpGdzVHeHU0Q1JIWkNiZUFjREZDdnFUUXh1S0xqWWlWeE1MbXJsU0ZPQndJaksrMWwwQUMzaUJVNkYyeHZDbFlaMFlDWmNBPT0&experience=bas
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