Weekly Reading 24/02/2019 -- Investing

 'Stock-picking for retail investors: embrace uncertainty, look beyond next 3 years'

https://www.moneycontrol.com/news/business/personal-finance/stock-picking-for-retail-investors-embrace-uncertainty-look-beyond-next-12-months-3545101.html

Disconnect between price and value in many growth and value stocks

http://www.analyseindia.com/disconnect-price-value-many-growth-value-stocks/

The First Mover Alpha

https://awealthofcommonsense.com/2019/02/first-mover-alpha/

Howard Marks, CFA: Getting the Odds on Your Side

https://blogs.cfainstitute.org/investor/2019/02/19/howard-marks-cfa-getting-the-odds-on-your-side/

Whos on the other side

https://www.bluemountaincapital.com/wp-content/uploads/2019/02/Who-Is-On-the-Other-Side.pdf

Investing options

https://www.outlookbusiness.com/markets/feature/seeking-a-safe-haven-4928

Things I have learned in last 30 Years: BroadSword Capital

https://www.broadswordcapital.com/things-ive-learned-last-30-years/