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Howard Mark’s Oaktree Capital returned 9.03% for Q2 2019. But Marks warns against “this time it’s different” thinking.

Michael Burry as activist investor? Scion re-enters GameStop, sends letter to management

Scion Management’s Q2 holdings are out: Michael Burry added new FedEx stake, upped Tailored Brands, Western Digital & closed-out 8 positions

Insiders buy market crashes. Advice from 1888 on profiting from panics: Watch for Wall Street veterans hobbling on canes

Macerich insiders buy heavily as the retail apocalypse drives a “negative bubble” in MAC stock.

Investing Books

Seth Klarman’s book Margin of Safety has been a better investment than his hedge fund

In 1991 the first (and only) edition of Seth Klarman's book Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor was published. Just 5000 copies were printed, and initial sales were slow. You could have bought it for $25. Today, it might be worth $3000.