First link is from Munger on Coca Cola and one of the best examples of 'inverted thinking'. No explicit mentions of basic valuation metrics we would see in most analysts' work and is a must read for anyone attempting to think differently:
Charlie Munger: Coca Cola Analysis
The following link is an interview by Manuel of ideas with MIT's Investment Company MITMCo. Great insight into what they look for in managers and how they analyse the thinking process and characteristics of managers. Great read for money managers and aspiring investors.
MITMCo: Perspectives of Aspiring Superinvestors
The third link is an article by Seth Klarman on uncertainty written in Feb 2009, the midst of the crisis. I think this piece resonates well with recent spouts of high volatility and uncertainty in markets today. Understanding uncertainty and the limits to your analysis helps understand the risk of the investment and also spurs you on to eliminate as much uncertainty as possible.
Seth Klarman: The value of not being sure
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