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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Interview with Jeremy Grantham
Mr. Robert Jeremy Grantham serves as the Chief Investment Strategist and Director of Grantham, Mayo, Van Otterloo & Co. LLC. Mr. Gratham co-founded the firm in 1997 and is a member of firm’s Asset Allocation team, and oversees quantitative products and investment strategies. From 1969 to 1976, he was a Co-Founder and Principal at QS Batterymarch Financial Management, Inc. Prior to this, Mr. Gratham served as a Portfolio Manager at Keystone Custodian Funds Inc. He has been a Director of The Nature Conservancy since February 2012. he served as a Member of Advisory Board of Moody Aldrich Partners, LLC. Mr. Gratham began his investment career as an economist with Royal Dutch Shell. He received an MBA from Harvard Business School and an undergraduate degree from The University of Sheffield.
Recently his interview was published in “Outlook business”. Kindly access the below link to the detailed interview:
B. Entrepreneurial Diary
C. Other Stories
Tiny Steps ( BA )
Never Do That Again ( CF )
SageOne Investor Memo ( SO )
The Many Virtues of Simplicity ( AB )
Nobody knows what will happen ( HM )
Buffett 1972 Letter to See’s Candies ( BH )
Stock Analysis: Royal Orchid Hotels ( DP )
15 Questions To Ask Management Teams ( CI )
3 Challenging Scenarios for Quality-Value Investors ( CI )
Stop Bashing the Halo Effect, It’s Actually Good For You ( IF )
Ray Dalio: Beating The Stock Market By Learning History ( YT )
“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