Money and Finance
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? (LINK)
Related book: Charlie Munger: The Complete Investor
Peter Lynch, 25 Years Later: It’s Not Just ‘Invest in What You Know’ [H/T Will] (LINK)
Related books: One Up On Wall Street; Beating the Street
Valeant, Short Selling, and the Too-Hard Pile (LINK)
Sohn London Conference Notes 2015 (LINK)
Roger Lowenstein talks to Barry Ritholtz on the Masters in Business podcast (LINK)
Related book: America's Bank: The Epic Struggle to Create the Federal Reserve
Robert Shiller: Don’t Assume a Fed Action Will Move the Market (LINK)
Planet Money Podcast: How Four Drinking Buddies Saved Brazil (LINK)
Exponent podcast discussing when disruption theory is useful — and when it isn’t (LINK)
Short-lived fish may hold clues to human ageing (LINK)
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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...
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Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
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Links
Charlie Munger on Frozen Corportion [H/T @Sanjay__Bakshi] (LINK) NEUROECONOMICS AND THE ART OF PORTFOLIO MANAGEMENT (LINK) Related book: Your Money and Your BrainDelivering Alpha Conference Notes (LINK) Scott Adams: The Judgy Bubble (LINK)...
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Links
Max Olson's limited, hard copy book of the Berkshire Hathaway letters for the 50-year anniversary that was sold at the annual meeting is now available online, HERE (Click on the "See All Buying Options" tab on the right, and buy from the seller...
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Links
Eddie Lampert's letter to shareholders (LINK) Five Good Questions for Nick Gogerty about his book, The Nature of Value: How to Invest in the Adaptive Economy (LINK) Dan Carlin's Common Sense podcast from last week, discussing Russia...
Money and Finance