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ICYMI
Investment ideas from the Graham & Doddsville newsletter
Essential readings
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Everything You Need to Know About Valuation vs. ROIIC and Durability ( Compounding Tortoise)
Interview with René Sellmann (
)How Larry Goldstein made $250,000 in 2 hours (
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Don't Make These Investment Mistakes (
)The Asian financial crisis (1997) (
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The Hidden Power of Doing Nothing (and Being Ready for Everything) (
)The Capital Cycle To Boost Returns (Part I & Part II) (
)Becoming Berkshire: 1973 Part 2 Katharine Graham - Personal History (
)5 Active Money Managers that Have "Beat the Market" (
)21 Thinking Tools for Making Better Decisions (
)Why Elon Musk plans to merge Tesla with xAI (
)Building Blocks of Corporate Accounting: Intercorporate Shenanigans (
)Lessons From The Greatest: François Rochon (
)Study Stock Charts to Find Multibaggers (
)Base: Coinbase’s Express Lane to a Billion Users (
)Why Time Raises Intrinsic Value in Wide-Moat Stocks (
)The Only Ratio That Really Matters (
)Lessons from Letters: Berkshire Hathaway, 2010 (
)The Story of John Law and the Mississippi Bubble (
)Nick Sleep’s 13-Year Masterclass: How He Beat the Market (
)Book Review: "The Nvidia Way (
)Early warning signs that a layoff is coming (
)The Berkshire Beat: May 30, 2025 (
)Democratizing Access to Private Real Estate (
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Recommended Book
The Most Important Thing Illuminated
Howard Marks's The Most Important Thing distilled the investing insight of his celebrated client memos into a single volume and, for the first time, made his time-tested philosophy available to general readers.
Companies
NVIDIA (
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GeoPark (
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DMW Corp (
)Copart (
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Carvana (
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AMD (
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Nvidia (
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Thanks for the mention. I really appreciate it
Thanks for the mention.
Thinking about my article on the 5 (living) value investors who beat the market. I should maybe add one for historic examples like that Nick Sleep article.