Sorry folks, it’s been a busy week and I’ve neglected you. What’s more, I don’t even have something special to make up for it. To tide you over ’til Monday, here’s a list of interesting stuff doing the rounds of The Intelligent Investor over the past week.
Gurufocus has published detailed notes from the recent Wesco annual meeting featuring Berkshire Hathaway’s Charlie Munger. We couldn’t make it over to California this year so were thrilled to lay our hands on Munger’s insightful comments. Speaking of Munger, Gareth Brown is spending his nights wading through Poor Charlie’s Almanac – it’s a difficult one to get your hands around, literally, but the back half has some of the best investing advice you can get.
Finally, you shouldn’t go through the week without reading what FT.com has to offer. Check out Martin Wolf’s article on the realities driving a high oil price, John Kay’s guide to the emotional cycles of a credit bust and some back and forth between Lawrence Summers, trying to protect the US from the forces of globalisation, and Devesh Kapur, Pratap Mehta and Arvind Subramanian sticking up for the developing world.
Enjoy your weekend and I promise something Monday … maybe a piece on the Dutch Disease damaging our economy.
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Forager Funds is a boutique fund manager specialising in a value investing approach. We offer an ASX listed Australian Shares Fund as well as an International Shares Fund both aimed at delivering returns for long term investors.