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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Intelligent Investing, Competitive Advantage, And Building A Firm, With Sean Stannard-Stockton
Sean Stannard-Stockton is the president and chief investment officer of California’s Ensemble Capital, which manages about $600 million on behalf of high-net-worth households, private foundations, nonprofit endowments, and charitable trusts. Sean is the author, along with a number of Ensemble Capital colleagues, of the Intrinsic Investing blog.
Sean holds a degree in economics from the University of California, Davis as well as the Chartered Financial Analyst (CFA) and Chartered Advisor in Philanthropy (CAP) designations.
Recently he was interviewed at manualofideas.com. Click the link given below to listen to the interview:
B. Entrepreneurial Diary
C. Other Stories
More Moats, More Profits ( MS )
Lessons From the General ( II )
Interview with Todd Combs ( TC )
The Two Reasons for Spinoffs ( GB )
Patrick Oshaughnessy on Reading ( TW )
Financial & Intellectual Compounding ( TW )
Solving Hard Problems With Simple Ideas ( CF )
What We Talk About When We Talk About Scale ( PP )
Understanding Sugar Sector Part 2: “When Growth Kills” ( IW )
Corporate Governance Lesson From The Hawkins & Unitech ( FF )
The Ultimate Collection Of Investment Rules On How To Invest In Stock Market Smartly ( SL )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck