A down to earth paper on investing from James Montier of GMO, full of common sense, far away from all the mathematical/statistical models that failed so badly during the financial crisis.
GMO is a top notch value investor.
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Grantham, Mayo, Van Otterloo & Co (GMO): The Seven Immuable Laws of Investing – James Montier, March 2011
http://www.gmo.com/
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