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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- The Wit and Wisdom of Arnold Van Den Berg
Arnold Van Den Berg is the Chairman, CEO, and Portfolio Manager at Century Management, the value-focused investment firm he founded in 1974. Since then, Arnold and his team of approximately 45 employees have grown the portfolio from $250,000 to $2B in AUM. With no college degree or formal higher education, Arnold Van Den Berg is living proof that anyone with the right work ethic and mindset can be successful in the world of investing.
He delivered a lecture at Value Investing Conference. Kindly access to the below links to the detailed lecture & Presentation:
B. Entrepreneurial Diary
C. Other Stories
Year 3 Investing, Any One? ( SS )
Fund Smith Owner Manual ( FS )
Building Your Mental Database ( JJ )
Understanding India’s Sugar Sector ( IW )
The Grandmother with Faith in Indian Stocks ( WS )
The Worst Advice I Ever Got: “Fake It Till You Make It.” ( IR )
How Fraudster Promoters Make Money In Bull Market ( AM )
Steel Strips Wheel limited – A Case Study of Promoter Buying ( SL )
Find a company which makes money when its peers don’t: Kenneth Andrade’s ( MC )
Commodity/Cyclical Stock Investing Strategies presentation at Investors Carnival 2017 ( JP )
“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