Money and Finance
Related article to the above: Getting My Ass Handed to Me by the World’s Largest Hedge Fund,
and learning to reason from first principles
Sanjay Bakshi: The Hedonic Treadmill (LINK)
A Dozen Things I learned from Michael Milken about Finance (LINK)
Aswath Damodaran: Intergalactic Finance: Valuing the Star Wars Franchise (LINK)
Farnam Street: Gary Taubes on What Really Makes Us Fat (LINK)
Brain Pickings: A Nonbeliever’s Case for the Bible (LINK)
- Links
Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
- Links
Sanjay Bakshi: NO HEDONIC TREADMILL FOR MR. CHANDRAN (LINK) Latticework of Mental Models: Game Theory (LINK) Five Good Questions for Gareth Jones about his book Why Should Anyone Work Here? (LINK) a16z Podcast: Blockchain vs./and Bitcoin (LINK)...
- 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
A Dozen Things Learned from Charlie Munger about Making Rational Decisions (LINK) A Dozen Things Learned from Charlie Munger about Mental Models and Worldly Wisdom (LINK) Related book: Charlie Munger: The Complete InvestorJason Zweig: 5 Things...
- 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:...
Money and Finance
Links
The Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition of the thing under consideration)? How much time will it take? How much will it cost?.... Peter Kaufman's “three-bucket” framework is also similar, as is backward thinking. "Invert, always invert."]
Related article to the above: Getting My Ass Handed to Me by the World’s Largest Hedge Fund,
and learning to reason from first principles
Sanjay Bakshi: The Hedonic Treadmill (LINK)
A Dozen Things I learned from Michael Milken about Finance (LINK)
Aswath Damodaran: Intergalactic Finance: Valuing the Star Wars Franchise (LINK)
Farnam Street: Gary Taubes on What Really Makes Us Fat (LINK)
Brain Pickings: A Nonbeliever’s Case for the Bible (LINK)
- Links
Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
- Links
Sanjay Bakshi: NO HEDONIC TREADMILL FOR MR. CHANDRAN (LINK) Latticework of Mental Models: Game Theory (LINK) Five Good Questions for Gareth Jones about his book Why Should Anyone Work Here? (LINK) a16z Podcast: Blockchain vs./and Bitcoin (LINK)...
- 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
A Dozen Things Learned from Charlie Munger about Making Rational Decisions (LINK) A Dozen Things Learned from Charlie Munger about Mental Models and Worldly Wisdom (LINK) Related book: Charlie Munger: The Complete InvestorJason Zweig: 5 Things...
- 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:...