Decoding Investor Letters

This chapter highlights the importance of analyzing prominent investor letters, focusing on thematic learning rather than chronological reading. It includes practical resources for understanding value investing and offers insights into selecting online discount brokers over traditional banks.

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On today's show, Preston and Stig talk to value investing legend, Sanjay Bakshi

IN THIS EPISODE YOU’LL LEARN:

How to factor disruption technologies into your investment thesis
How to locate an emerging moat for a business
Why we should evaluate our stock performance using stress adjusted returns
How to read Warren Buffett’s letters to shareholders
Ask The Investors: How do I choose the best stock broker?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s comparison of stock brokers
Sanjay Bakshi’s blog post about return per unit of stress
Warren Buffett’s letters to shareholders
Hari Ramachandra’s interview with Sanjay Bakshi
Tweet directly to Sanjay Bakshi

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