Money and Finance
Tim Melvin interviews Toby Carlisle (LINK)
A Q&A with Paul McCulley (LINK)
Burton Malkiel: Are Stock Prices Headed for a Fall? (LINK)
"In a sense, there is a cycle of investment results attendant on any investment philosophy or market niche due to the relative popularity or lack of popularity of that approach at a particular time." -Seth Klarman
"A hungry people neither listens to reason, nor is appeased by justice, nor is bent by any entreaty." -Seneca
"Think of yourself as dead. You have lived your life. Now take what's left and live it properly." -Marcus Aurelius
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...
- Links
Aswath Damodaran - The Education Business: A Road Map for Disruption (LINK) Related mini-book (PDF): Hire Education: Mastery, Modularization, and the Workforce RevolutionRelated book: Disrupting ClassAndrew Smithers: The contested ties between asset...
- Alain De Botton On The Stoics
Link to article: The Great Philosophers 2: The Stoics ‘Stoicism’ was a philosophy that flourished for some 400 years in Ancient Greece and Rome, gaining widespread support among all classes of society. It had one overwhelming and highly practical...
Money and Finance
Links (and a few quotes)
Tim Melvin interviews Toby Carlisle (LINK)
Related book: Deep ValueMorningstar talks with Francis Chou [H/T ValueWalk] (LINK)
A Q&A with Paul McCulley (LINK)
Burton Malkiel: Are Stock Prices Headed for a Fall? (LINK)
A related book is maybe not the one Mr. EMH is best know for, but rather one that was published in 1980 that I remember reading a couple of years ago, Inflation-beater's Investment Guide: Winning Strategies for the 1980's
"In a sense, there is a cycle of investment results attendant on any investment philosophy or market niche due to the relative popularity or lack of popularity of that approach at a particular time." -Seth Klarman
"A hungry people neither listens to reason, nor is appeased by justice, nor is bent by any entreaty." -Seneca
"Think of yourself as dead. You have lived your life. Now take what's left and live it properly." -Marcus Aurelius
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...
- Links
Aswath Damodaran - The Education Business: A Road Map for Disruption (LINK) Related mini-book (PDF): Hire Education: Mastery, Modularization, and the Workforce RevolutionRelated book: Disrupting ClassAndrew Smithers: The contested ties between asset...
- Alain De Botton On The Stoics
Link to article: The Great Philosophers 2: The Stoics ‘Stoicism’ was a philosophy that flourished for some 400 years in Ancient Greece and Rome, gaining widespread support among all classes of society. It had one overwhelming and highly practical...