#9: Mark Yusko on Gut Instinct (and Why His Says We’re Headed for a Crash)
Superinvestors and the Art of Worldly Wisdom
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The Importance of Value Discipline
Seth Godin: Julian Zelizer is one of my heroes. He's a phenomenal investor, and he was a hero of my long short equity. One of the big challenges of a value investor is getting sucked into a value trap. You see a lot of value investors double down on losers. And so to be able to have a value discipline, but avoid that clear trap,. which is critical to success.
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