So you want to be a stock picker: The Agony and the Estacsy of Stock Picking An article on the dangers of concentration.
The above article should be a sobering reminder of how difficult it is to choose exceptional stocks. Remember when reading about great compounding machines like Wal-Mart in its early days (1970 to 1999) that you must take into account survivorship and hindsight bias.
Motilal_Oswal_Wealth_Creation_Study_2009_2014
Ben Graham and the Growth Investor_011415 final
MTY Food Group 100 bagger analysis
Good luck hunting!
How central bank intervention will end: BADLY!
http://www.cnbc.com/2016/03/02/druckenmiller-economy-wont-hit-escape-velocity.html