Money and Finance
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)
Elon Musk: Only a Carbon Tax Will Accelerate the World's Exit from Fossil Fuels (LINK)
T. Boone Pickens talks Energy, Security and Shop with Carl Icahn (video) [H/T ValueWalk] (LINK) [If you don't have time for the whole thing, I'd probably start at the 14:24 mark and go from there, which is about the last 10 minutes of the conversation.]
The Absolute Return Letter - December 2015 (LINK)
Richard Duncan Interview: Austrian Economics Would Destroy The World (LINK)
If you're looking for book recommendations for the holidays, these are the ones I still think are some of the best to consider:
Charlie Munger and Peter Kaufman recommendations from Poor Charlie's Almanack
The books mentioned by Peter Bevelin in my interviews with him
- 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...
- Links
A LETTER TO MY UNBORN GRANDCHILDREN - by Jason Zweig (LINK) Will there ever be another Charlie Munger? (LINK) Related book: Charlie Munger: The Complete InvestorSanjay Bakshi: The Multiplication Rule (LINK) Bill Gates launches multi-billion dollar...
- Links
Latticework of Mental Models: Twaddle Tendency (LINK) Charlie Munger: Valeant Isn’t Enron or American Express [H/T Linc] (LINK) Buffett's BYD Vs. Musk's Tesla: Electric Vehicle Race Still Undecided [H/T Linc] (LINK) Related book: The Great...
- Links
Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II) Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK) Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was...
- Links
Andrew Smithers: Japan’s chances of achieving inflation (LINK) Jim Grant on ‘Top Ideas’ For 2015 (video) (LINK) How Bourbon is Made: The ABC’s in 9 Minutes (video) [H/T Open Culture] (LINK) TED Talk - Barbara Natterson-Horowitz: What veterinarians...
Money and Finance
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: Only a Carbon Tax Will Accelerate the World's Exit from Fossil Fuels (LINK)
T. Boone Pickens talks Energy, Security and Shop with Carl Icahn (video) [H/T ValueWalk] (LINK) [If you don't have time for the whole thing, I'd probably start at the 14:24 mark and go from there, which is about the last 10 minutes of the conversation.]
The Absolute Return Letter - December 2015 (LINK)
Richard Duncan Interview: Austrian Economics Would Destroy The World (LINK)
We don't have a position in Westshore Terminals, but it came up on an insider buying screen and after checking out the investor relations site, they have a video from their 2015 Annual General Meeting that gives some interesting info about how coal moves from train to ship (about first 5 minutes of video) (LINK)
If you're looking for book recommendations for the holidays, these are the ones I still think are some of the best to consider:
Charlie Munger and Peter Kaufman recommendations from Poor Charlie's Almanack
The books mentioned by Peter Bevelin in my interviews with him
- 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...
- Links
A LETTER TO MY UNBORN GRANDCHILDREN - by Jason Zweig (LINK) Will there ever be another Charlie Munger? (LINK) Related book: Charlie Munger: The Complete InvestorSanjay Bakshi: The Multiplication Rule (LINK) Bill Gates launches multi-billion dollar...
- Links
Latticework of Mental Models: Twaddle Tendency (LINK) Charlie Munger: Valeant Isn’t Enron or American Express [H/T Linc] (LINK) Buffett's BYD Vs. Musk's Tesla: Electric Vehicle Race Still Undecided [H/T Linc] (LINK) Related book: The Great...
- Links
Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II) Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK) Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was...
- Links
Andrew Smithers: Japan’s chances of achieving inflation (LINK) Jim Grant on ‘Top Ideas’ For 2015 (video) (LINK) How Bourbon is Made: The ABC’s in 9 Minutes (video) [H/T Open Culture] (LINK) TED Talk - Barbara Natterson-Horowitz: What veterinarians...