Money and Finance
Alex Rubalcava is Tweeting live from the Daily Journal Meeting today (LINK)
A short overview of Kyle Bass' latest letter (LINK)
Horizon Kinetics' latest in their index series: Robo-Adviser, Part II, or What’s in Your Asset Allocation Program? (LINK)
First…Dominate a Small Market (LINK)
This Chinese City’s Property Market Is Out of Control [H/T @jasonzweigwsj] (LINK)
The Middle East: The Way It Is and Why - by George Friedman (LINK)
JHL Capital Group's October 2015 Presentation - Conglomerate Boom 2.0: A Stable Platform? [H/T @chriswmayer] (LINK)
Latticework of Mental Models: The Bystander Effect (LINK)
The Omura's Whale Is Even More Unusual Than We Thought (LINK)
Books of the day:
Satisfaction: The Science of Finding True Fulfillment [A book Marc Andreessen called one of his favorite books of all-time.]
Unmaking the West: "What-If?" Scenarios That Rewrite World History
- Links
Bill Gates interview on BBC's Desert Island Discs (LINK) [Also available via podcast.] The Reith Lectures - Professor Stephen Hawking (LINK) [Also available via podcast.] GMO's Q4 2015 Letter (LINK) The 4Q15 Letter features Ben Inker answering...
- Links
Always a great time to revisit this: Seth Klarman on the Painful Decision to Hold Cash [H/T @trengriffin] (LINK) Latticework of Mental Models: Moral Hazard (LINK) Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain [H/T Jim] (LINK)...
- Links
Latticework of Mental Models: Tragedy Of Commons (LINK) Has Einhorn Lost His Mojo? (LINK) Stock Guru Bill Miller Is Back But the Questions and Pain Linger (LINK) Mark Hanson's latest thoughts on the housing market (LINK) Book of the day: Einstein's...
- Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
- Links
Jason Zweig on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Bloomberg on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Guy Spier on Bloomberg TV discussing his book The Education of a Value Investor (H/T...
Money and Finance
Links
Alex Rubalcava is Tweeting live from the Daily Journal Meeting today (LINK)
A short overview of Kyle Bass' latest letter (LINK)
Horizon Kinetics' latest in their index series: Robo-Adviser, Part II, or What’s in Your Asset Allocation Program? (LINK)
First…Dominate a Small Market (LINK)
This Chinese City’s Property Market Is Out of Control [H/T @jasonzweigwsj] (LINK)
The Middle East: The Way It Is and Why - by George Friedman (LINK)
JHL Capital Group's October 2015 Presentation - Conglomerate Boom 2.0: A Stable Platform? [H/T @chriswmayer] (LINK)
Latticework of Mental Models: The Bystander Effect (LINK)
The Omura's Whale Is Even More Unusual Than We Thought (LINK)
Books of the day:
Satisfaction: The Science of Finding True Fulfillment [A book Marc Andreessen called one of his favorite books of all-time.]
Unmaking the West: "What-If?" Scenarios That Rewrite World History
- Links
Bill Gates interview on BBC's Desert Island Discs (LINK) [Also available via podcast.] The Reith Lectures - Professor Stephen Hawking (LINK) [Also available via podcast.] GMO's Q4 2015 Letter (LINK) The 4Q15 Letter features Ben Inker answering...
- Links
Always a great time to revisit this: Seth Klarman on the Painful Decision to Hold Cash [H/T @trengriffin] (LINK) Latticework of Mental Models: Moral Hazard (LINK) Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain [H/T Jim] (LINK)...
- Links
Latticework of Mental Models: Tragedy Of Commons (LINK) Has Einhorn Lost His Mojo? (LINK) Stock Guru Bill Miller Is Back But the Questions and Pain Linger (LINK) Mark Hanson's latest thoughts on the housing market (LINK) Book of the day: Einstein's...
- Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
- Links
Jason Zweig on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Bloomberg on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Guy Spier on Bloomberg TV discussing his book The Education of a Value Investor (H/T...