Value Ideas Blog
Reading Recommendations and Announcement
Once again, we share our most useful lecture with you, this week you might want to take some more time than usual:   An outstanding student investment newsletter from the Columbia Business School: http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville%20-%20Issue%2020%20-%20Winter%202014.pdf   An exponentially growing company in a very competitive field: http://moatology.com/2014/02/20/optimizerx-a-little-company-in-the-sweet-spot-of-a-massive-industry/   And, as we like to do, we give you two great quotes:  
Really good investment opportunities aren’t going to come along too often and won’t last too long, so you’ve got to be ready to act. Have a prepared mind. ― Charlie Munger You will become way less concerned with what other people think of you when you realize how seldom they do ― David Foster Wallace, Infinite Jest
  Finally, we do not want to miss out on making an announcement for those of you who are around: We are going to have a presentation on value investing, margins and moats at the European Business School in Oestrich coming up on Monday. Feel free to join if you have the chance! https://www.facebook.com/events/530086467089189/?ref_dashboard_filter=upcoming