Money and Finance
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE.
Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK)
Five Good Questions for Michael Mauboussin about his book The Success Equation (video) (LINK)
Jim Chanos: Here are my energy shorts (video) (LINK)
The best science images of 2015 (LINK)
As a reminder around holiday shopping season, you can support this blog by shopping on Amazon through THIS LINK.
- Links
I've seen this before, but it's probably about time for a re-read [H/T @CravenPartners]: James Montier: Seven Sins of Fund Management Latticework Of Mental Models : Mental Accounting (LINK) What Investors Can Learn From the Oil Bust - by...
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Mark Zuckerberg plans to give away 99% of his Facebook shares during his lifetime (currently worth about $45 billion) (LINK) Interestingly, at the time of Warren Buffett's announcement in 2006, his net worth was also about $45 billion. And if the...
- Links
Cure for low commodities prices is staring us in the face (LINK) [The book discussed in the article is one I'm really looking forward to: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15. It is a collection...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
Money and Finance
Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE.
Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK)
Five Good Questions for Michael Mauboussin about his book The Success Equation (video) (LINK)
Jim Chanos: Here are my energy shorts (video) (LINK)
The best science images of 2015 (LINK)
********************
As a reminder around holiday shopping season, you can support this blog by shopping on Amazon through THIS LINK.
- Links
I've seen this before, but it's probably about time for a re-read [H/T @CravenPartners]: James Montier: Seven Sins of Fund Management Latticework Of Mental Models : Mental Accounting (LINK) What Investors Can Learn From the Oil Bust - by...
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Mark Zuckerberg plans to give away 99% of his Facebook shares during his lifetime (currently worth about $45 billion) (LINK) Interestingly, at the time of Warren Buffett's announcement in 2006, his net worth was also about $45 billion. And if the...
- Links
Cure for low commodities prices is staring us in the face (LINK) [The book discussed in the article is one I'm really looking forward to: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15. It is a collection...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...