Dear all,

what do you read to build up sufficient knowledge about investing.

My take on the “standard” memos is the following:
- Howard Marks (Rating: 3/5) -> talks a lot about investing psychology, stock market movements, margin of safety. So overall interesting but not too relevant for non-public investments. You can find them here: redacted

- Mark Leonard (Constellation Software; Rating 4/5) -> rather quick read, talks about decentralization in roll-ups, how they thing about pricing and valuation. Relevant for searching. -> redacted

- Warren Buffett; Rating 5/5 (obviously) -> redacted.

- Nick Sleep (Nomad, 3/5) -> Does not talk about that many markets specifically, but plenty times about Amazon, performance based payments and the like.

I am wondering if you are aware of any further (not books) interesting reading material? I am mainly looking for sources that ideally discuss specific markets / businesses and investor assessment of them?

Simon