Money and Finance
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK)
Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK)
A good 5-minute Howard Marks interview from a couple of weeks ago (video) (LINK)
Aswath Damodaran - Management Matters: Facebook and Twitter! (LINK)
a16z Podcast: Open vs. Closed, Alpha Cities, and the Industries of the Future (LINK)
- Links
How Tom Wolfe Became … Tom Wolfe - by Michael Lewis [H/T Phil] (LINK) The last voyage of the cargo ship El Faro [H/T Phil] (LINK) What to Read in Investing? Lesson from A 2,000-Year-Old Stoic Philosopher (LINK) [I have done the same thing as Vishal...
- Links
The WSJ has written a couple of critical articles on Theranos, HERE and HERE. Theranos responded with a statement HERE. Elizabeth Holmes was also on CNBC discussing things HERE. Bethany McLean talks to Felix Salmon about Fannie and Freddie, and her...
- Links
Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
- Links
Baidu CEO Robin Li interviews Bill Gates and Elon Musk at the Boao Forum, March 29 2015 (video...but not the best audio) (LINK) Morgan Housel interviews Michael Lewis [H/T Abnormal Returns] (LINK) 'Great Debate': Realist Bogle vs optimist Grant...
- Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...
Money and Finance
Links
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK)
Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK)
A good 5-minute Howard Marks interview from a couple of weeks ago (video) (LINK)
Aswath Damodaran - Management Matters: Facebook and Twitter! (LINK)
a16z Podcast: Open vs. Closed, Alpha Cities, and the Industries of the Future (LINK)
Related book: The Industries of the FutureMy time at Nest - by Vibhu Norby (LINK) [This quote from the article is something to think about: "To me, doing great work is a habit, not an occasional outcome."]
- Links
How Tom Wolfe Became … Tom Wolfe - by Michael Lewis [H/T Phil] (LINK) The last voyage of the cargo ship El Faro [H/T Phil] (LINK) What to Read in Investing? Lesson from A 2,000-Year-Old Stoic Philosopher (LINK) [I have done the same thing as Vishal...
- Links
The WSJ has written a couple of critical articles on Theranos, HERE and HERE. Theranos responded with a statement HERE. Elizabeth Holmes was also on CNBC discussing things HERE. Bethany McLean talks to Felix Salmon about Fannie and Freddie, and her...
- Links
Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
- Links
Baidu CEO Robin Li interviews Bill Gates and Elon Musk at the Boao Forum, March 29 2015 (video...but not the best audio) (LINK) Morgan Housel interviews Michael Lewis [H/T Abnormal Returns] (LINK) 'Great Debate': Realist Bogle vs optimist Grant...
- Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...