Money and Finance
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK)
Howard Marks on Bloomberg (Video 1, Video 2)
Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK)
Hoisington Quarterly Review and Outlook, Fourth Quarter 2015 [H/T ValueWalk] (LINK)
Bitcoin Is Dead, Long Live Bitcoin (LINK)
TED Talk - Jill Heinerth: The mysterious world of underwater caves (LINK)
- Links
How Charlie Munger Transformed the Daily Journal -- in 2 Charts [H/T Linc] (LINK) Mark Spitznagel on Bloomberg (video) [H/T James] (LINK) FT Alphachat (podcast): Fintech's search for a 'super-algo', and Mohamed El-Erian on avoiding the next...
- Links
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:...
- Links
The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
2014 Omaha Value Investor Conference Presentations (I especially recommend the Mistakes of Omission presentation) (LINK) Hoisington Investment Management - Quarterly Review and Outlook, Second Quarter 2014 (LINK) Brain Pickings recommends Barbara Walters'...
Money and Finance
Links
Nice graphic showing the performance of stocks in the S&P 500 [H/T Linc] (LINK)
Howard Marks on Bloomberg (Video 1, Video 2)
Five Good Questions for Victor Ricciardi about his book Investor Behavior (video) (LINK)
Hoisington Quarterly Review and Outlook, Fourth Quarter 2015 [H/T ValueWalk] (LINK)
Bitcoin Is Dead, Long Live Bitcoin (LINK)
TED Talk - Jill Heinerth: The mysterious world of underwater caves (LINK)
- Links
How Charlie Munger Transformed the Daily Journal -- in 2 Charts [H/T Linc] (LINK) Mark Spitznagel on Bloomberg (video) [H/T James] (LINK) FT Alphachat (podcast): Fintech's search for a 'super-algo', and Mohamed El-Erian on avoiding the next...
- Links
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:...
- Links
The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
2014 Omaha Value Investor Conference Presentations (I especially recommend the Mistakes of Omission presentation) (LINK) Hoisington Investment Management - Quarterly Review and Outlook, Second Quarter 2014 (LINK) Brain Pickings recommends Barbara Walters'...