Links

For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE.

Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK)

Robert Shiller on CNBC (video) (LINK)

Related book: Irrational Exuberance 3rd edition

Rob Arnott: From Innovation to Impact (video) [H/T ValueWalk] (LINK)

The Absolute Return Letter - July 2015: A Return to Fundamentals? (LINK)

Monthly Investment Outlook from Bill Gross: It Never Rains in California (LINK)

Andrew Smithers: How fast is moderate growth? (LINK)

Book of the day: Explaining Social Behavior: More Nuts and Bolts for the Social Sciences