Fund managers are generally happy to share their views. Their letters are often a great source of investment wisdom. While Buffett’s Berkshire Letters get the lion’s share of focus, many other fund managers provide valuable insights for investors.
I wrote about Howard Marks of Oaktree yestersay. That is his first letter that I have read and I look forward to reading more.
My ten favourite fund manager letters ex Buffett

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The New Doom-and-Gloomers

(Financial Armageddon, 12/21/08)

No Cause for Optimism

(Financial Armageddon, 1/1/09)

“Free Money — the Ultimate Recession Stock”

(Stock Gumshoe, 7/24/08)

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Where does Warren Buffett get his investment ideas?
Start with the As: The story goes that when a reporter asked Buffett where he gets his investment ideas, he replied that he reads annual reports and learns about every publicly traded company in the United States. “But there are 27,000 public companies,” the reporter responded. “Well,” replied Buffett, “start with the As.”
I don’t think I’m going too far out on a limb to suggest that Buffett’s advice is not particularly helpful to the average investor.
Newsletters
My primary source of ideas

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