Money and Finance
The latest Howard Marks interview [H/T ValueWalk] (LINK)
Michael Burry interview with New York Magazine (LINK)
Amazon Invades India (LINK)
Hard to Pick the "Game Changers" (LINK)
Three Value Investors Meet in a Bar (LINK) [Maybe some price-to-book mean reversion is on the horizon?]
Lemurs chat only with their best friends (LINK) [And on a related note, if you ever find yourself in North Carolina, you may want to check out The Duke Lemur Center.]
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- Links
Howard Marks: $400 Million Invested In Energy-Related Securities In Q4 (LINK) [The full transcript of the call is available HERE.] Amazon Prime Is One of the Most Bizarre Good Business Ideas Ever (LINK) The Pro Dumpster Diver Who's Making Thousands...
- Links
Howard Marks' comments on Oaktree's call (LINK) Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK) Walter Isaacson does a reddit AMA [H/T Will] (LINK) Related book: The InnovatorsJim Grant: Complexity:...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
- Links
Some Seth Klarman links from csinvesting (LINK) Nassim Taleb: Some additional Aphorisms, Rules, and Heuristics (LINK) Ben Hunt: Fear and Loathing on the Marketing Trail (LINK) Shoppers Are Fleeing Physical Stores (LINK) Coal Exporters Not Backing...
Money and Finance
Links
The latest Howard Marks interview [H/T ValueWalk] (LINK)
Michael Burry interview with New York Magazine (LINK)
Amazon Invades India (LINK)
Hard to Pick the "Game Changers" (LINK)
Three Value Investors Meet in a Bar (LINK) [Maybe some price-to-book mean reversion is on the horizon?]
Lemurs chat only with their best friends (LINK) [And on a related note, if you ever find yourself in North Carolina, you may want to check out The Duke Lemur Center.]
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- Links
Howard Marks: $400 Million Invested In Energy-Related Securities In Q4 (LINK) [The full transcript of the call is available HERE.] Amazon Prime Is One of the Most Bizarre Good Business Ideas Ever (LINK) The Pro Dumpster Diver Who's Making Thousands...
- Links
Howard Marks' comments on Oaktree's call (LINK) Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK) Walter Isaacson does a reddit AMA [H/T Will] (LINK) Related book: The InnovatorsJim Grant: Complexity:...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
- Links
Some Seth Klarman links from csinvesting (LINK) Nassim Taleb: Some additional Aphorisms, Rules, and Heuristics (LINK) Ben Hunt: Fear and Loathing on the Marketing Trail (LINK) Shoppers Are Fleeing Physical Stores (LINK) Coal Exporters Not Backing...