Yuval Atsmon Value Investing - Lighthouse Investment Services Value Investing * Berkshire Hathaway. Berkshire Hathaway is the investment vehicle of super-investors Warren Buffett and Charlie M... Lighthouse Investment Services 4 sites PART I Walter Schloss attended Ben Graham's finance cou And that's one of the mistakes people make in investing as well. In the last 15 years, it's been a remarkable stock market. But pe... Squarespace Related Websites | Ben Graham Centre for Value Investing Outstanding Investor Digest brings the most important ideas and insights of those money managers with the best long-term records i... Ivey Business School Charlie Munger: Seven Sage Lessons on Investing and Life - LinkedIn Jan 1, 2024 —
The decade of silence was a test. You built a portfolio based on principles, not momentum. You bought the newspaper when the world said print was dead, understanding that trust is the only asset that doesn't depreciate. You bought the railroads when the world dreamed of drones.
Volume XX, Issue 1. The Outstanding Investor Digest. Subject: The Bubble We Choose Not to See.
There is no need to reply. I am already where the taxman cannot find me. outstanding investor digest
He began to write.
The digest is not a newsletter. It is a gym membership. The advice never changes (buy cheap, hold long, ignore noise). The only variable is whether you show up.
We feature a forgotten memo from a Baltimore-based deep-value shop, a transcript of a dinner with a UK-based "slow growth" compounder, and a sharp critique of the private credit bubble. In the last 15 years, it's been a remarkable stock market
Date: April 2026 Theme: “The Art of Patience: Compounding Through Dispersion”
You have graduated.
He walked to the window of his corner office. Below, the streets were clogged with traffic, the tickers scrolled with green arrows, and the televisions in the lobby blared talk of a "new paradigm." Ivey Business School Charlie Munger: Seven Sage Lessons
Back then, Elias was the only one who took Vance’s letters seriously. While the senior partners laughed at the "crank mail," Elias read the dense, column-wide paragraphs that analyzed the "intrinsic value" of companies everyone else had left for dead. Vance had predicted the crash of '87, the rise of the internet before the browser existed, and the hubris of the housing market. He was the original outstanding investor, digesting the world’s chaos into pure, profitable clarity.
OID sat down with a reclusive manager (20% CAGR over 15 years) who holds fewer than 12 stocks.
We open this issue with a paradox: In an era of passive mania, active management’s edge has not disappeared—it has magnified . The dispersion between the "Magnificent" winners and the "Forgotten" value traps is the widest since 1999. This issue is not about predicting the next crash. It is about .