Interesting articles:Professor Bakshi’s lecture on Relaxo (along with the lecture on paying up) was a superb article which helped us in adding another tool as to how one should try and evaluate a company for a long term perspective.
We never used to think like this before these articles.
Ian Cassel’s posts on Conviction to Hold and Averaging Up are also very good reads.
Do go through Charlie Munger’s AGM Notes, where Munger is (as usual) at his best.
We also recommend our readers to watch these movies:
Other People’s Money Jiro Dreams of Shushi
Taken from a random blogger online