Mindset by Carol Dweck – Summary
http://alexvermeer.com/why-your-mindset-important/
Howard Marks Memo: The Lessons of Oil
http://www.oaktreecapital.com/MemoTree/The%20Lessons%20of%20Oil.pdf
Howard Marks on Bloomberg TV (On Russia and Rule of Law Concerns)
http://www.bloomberg.com/video/investment-strategy-oaktree-s-marks-on-russia-markets-7hsbr1puT32ePy0aaOSyNA.html
Porsche: The Hedge Fund that Also Made Cars
http://priceonomics.com/porsche-the-hedge-fund-that-also-made-cars/
An Unconventional Way Of Looking At Valuations
http://gavekal.blogspot.com/2014/12/an-unconventional-way-of-looking-at.html
Albert Einstein on Sifting the Essential from the Non-Essential
http://www.farnamstreetblog.com/2014/12/albert-einstein-simplicity/...