For those looking to get insight on how some of the bigger money managers are positioning themselves, subscribing to yearly or quarterly letters is a good idea. If anyone comes across any good letters to shareholders, go ahead and share the link with the rest of us.
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Grantham at GMO is one of the better guys to follow. GMO LLC - Home

Warren Buffet's letters have many good lessons. http://www.tsptalk.com/mb/longer-ter...reholders.html