Valor Intrínseco

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Hedge Fund Letters, Howard Marks, Ray Dalio & Berkshire Hathaway

Posted by Valor Intrínseco on July 31, 2021 at 8:50 AM

Seeking Alpha tem uma ótima coleção de cartas de gestão do 2T21 dos fundos americanos.

Fund Letters

Novo memo do Howard Marks.

Thinking About Macro

Entrevista do Ray Dalio para o Yahoo Finance.

Ray Dalio interviews on Yahoo Finance: SuperCut

Ótima coleção de podcasts sobre Berkshire Hathaway feitos pela turma do Acquired. São várias horas sobre Buffett & Munger. Fans da dupla vão gostar!

Berkshire Hathaway Part I

Berkshire Hathaway Part II

Berkshire Hathaway Part III


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