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Money and Finance

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The 4th edition, and 20th anniversary, of Lawrence Cunningham's The Essays of Warren Buffett is now available.

The Effect of Scale in Social Science, or Why Utopia Doesn’t Work (LINK)
Related book (which was given especially high remarks by Peter Bevelin in one of my interviews with him): Filters Against Folly
David Einhorn and Reasons Why Widely Followed Stocks Get Mispriced (LINK)
Related book: Fooling Some of the People All of the Time
Video of The 2015 Motley Fool Pro AGM [H/T @tobyshute] (LINK)

Mutual Fund Observer, December 2015 (LINK)

Tony Schwartz’s Internet Addiction (and Why You Should Care) (LINK) [Related article: Addicted to Distraction]

Books of the day [H/T Rohit Chauhan]:

Clockspeed : Winning Industry Control in the Age of Temporary Advantage

Value Migration: How to Think Several Moves Ahead of the Competition





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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:...

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A big thanks to everyone who responded to the Downloading Earnings Calls post. I'll experiment a bit and try and get back with another update. A Dozen Things Learned from Charlie Munger (Distilled to less than 500 Words) (LINK) Related book: Charlie...

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I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...

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Bill Gates: We Need Clean-Energy Innovation, and Lots of It (LINK) Mohnish Pabrai on How to be a Mentor (LINK) Related book: The Education of a Value InvestorValue Investing Podcast: Robert Hagstrom on the Art of Value Investing (LINK) Related...

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Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) (LINK) Sanjay Bakshi: IMPLICATIONS OF THE COMING CAPEX IN COAL (LINK) Latticework of Mental Models: Variable Reinforcement (LINK) An...



Money and Finance








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