Money and Finance

Links

Catching up on news and links while doing a bit of traveling...

Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit mixed on the audio quality, but I enjoyed Robinson's previous narration, so I hope the quality is similar: Volume 1, Volume 2, Volume 3 [You can also listen to a sample, HERE.]

Latticework of Mental Models: Reason Respecting Tendency (LINK)

Seth Klarman's super-secretive and successful hedge fund had its third-losing year ever -- here's what happened [H/T Linc] (LINK)

ValueWalk has also started its usual great coverage of Klarman's year-end letter (LINK)

Horizon Kinetics' Q4 Commentary (LINK)

John Hempton's December 2015 letter (LINK)

Pershing Square's 2015 letter (LINK)

An interview with George Soros - ‘The EU Is on the Verge of Collapse’ (LINK)

Mohamed A. El-Erian on Charlie Rose (video) (LINK)

Related book: The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse

Blythe Masters Firm Raises Cash, Wins Australian Contract (LINK)

How Facebook Squashed Twitter (LINK)

This 60 Minutes segment from a couple of Sundays ago shows what can happen, under worst-case scenarios, with companies that rely on intellectual property (especially software companies): The Great Brain Robbery

A few recent TED Talks look interesting:

Elizabeth Lev: The unheard story of the Sistine Chapel

Yanis Varoufakis: Capitalism will eat democracy — unless we speak up

David Gruber: Glow-in-the-dark sharks and other stunning sea creatures

Edge: Remembering Marvin Minsky (LINK)

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Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK) Related book: It's Earnings That CountWhat Buffett and Seth Klarman Say About EBITDA (LINK) Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK) Keep...

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East Coast Asset Management 2015 Letter - Twin Lights (LINK) [Chris Begg's letters are always one of my favorite reads, and this particular letter even more so, as I think the insights discussed relating to business culture are both important and...

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ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] (LINK) Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2) Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK) Elon Musk:...

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Sanjay Bakshi: What is Staying Power? (LINK) FT Business of Luxury Summit 2015 D1 Opening Keynote - Johann Rupert (video) (LINK) [Besides mentioning Tom Russo a couple of times, he also recommends that people read the books: 1) The Second Machine Age;...

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How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK) Horizon Kinetics' March Commentary (LINK) Absolute Return Letter - March 2015: Tigers in Africa (LINK) A Warning From Buffett About Banks [H/T Linc] (LINK) The $62bn secret of Warren Buffett’s...

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