Worth Reading 16/06

Some articles that I found worth reading this week:

Pay Attention to Asset Allocation in this Bull Market  LINK

Active Value Investing: Is it really better?  LINK

Is the Product Attractive? Mental Models and Moats  LINK

The Seduction of Pessimism  LINK

Video Interview: The Contrarian Gene|Seth Klarman (~15 min)  LINK

Video Interview: Buffett, Jorge Paulo Lemann|Brazil Conference (~55 min)  LINK

“Take the probability of loss times the amount of possible loss from the probability of gain times the amount of possible gain. That is what we’re trying to do. It’s imperfect, but that’s what it’s all about.” -Warren Buffett

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