David's Articles

David has been writing and blogging for over 10 years

 

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Interview with Kyle Bass – Hayman Capital

Real Vision VOD - a new on-demand video channel for the finance world just sat down for almost an hour with Hayman Capital's Kyle Bass. You can watch the interview:  Here Our notes from the interview are below: Background Normal middle class upbringing Thought he was...

Book Review – There’s Always Something to Do

Just finished reading the book "There’s always something to do."   This book is a great profile of Canadian value-investor Peter Cundill.   A great read about an investor I knew little about. A few basics of his approach: Very focused on margin of safety.  Loved...

FCS Reading List – 2014

It was a busy year of reading - here are the top books we read in 2014 - organized in rank order (Disclaimer – These are Amazon Affiliate links and pay a small commission to me for the referral) Biography/History Cable Cowboy: John Malone and the Rise of the Modern...

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