Money and Finance
A LETTER TO MY UNBORN GRANDCHILDREN - by Jason Zweig (LINK)
Will there ever be another Charlie Munger? (LINK)
Bill Gates launches multi-billion dollar clean energy fund (video) [H/T Will] (LINK)
The New Atomic Age We Need - by Peter Thiel (LINK)
Talks at Google: Pedro Domingos discusses his book The Master Algorithm (video) (LINK)
Investing quote of the day, via Howard Marks in The Most Important Thing (longer excerpt HERE), and similar to the quote I posted this weekend:
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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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Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
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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...
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James Montier: Shareholder Value Maximization: The World's Dumbest Idea? [Montier starts in the video around 5:30] (LINK) The Apollo Asia Fund's Q3 report (LINK) Hussman Weekly Market Comment: Fast, Furious and Prone to Failure (LINK) Jason...
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Guy Spier discussing his book, The Education of a Value Investor (LINK) Steven Levy interviews Eric Schmidt (LINK) Related books: How Google Works (new), and In The Plex (a Charlie Munger recommendation from a few years ago)Howard Marks Discusses...
Money and Finance
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 clean energy fund (video) [H/T Will] (LINK)
The New Atomic Age We Need - by Peter Thiel (LINK)
Talks at Google: Pedro Domingos discusses his book The Master Algorithm (video) (LINK)
Investing quote of the day, via Howard Marks in The Most Important Thing (longer excerpt HERE), and similar to the quote I posted this weekend:
Skepticism is what it takes to look behind a balance sheet, the latest miracle of financial engineering or the can’t-miss story. . . . Only a skeptic can separate the things that sound good and are from the things that sound good and aren’t. The best investors I know exemplify this trait. It’s an absolute necessity.
- 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
Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk] (LINK) Tren Griffin joins the a16z Podcast to talk about his book on Charlie Munger (LINK) Related link: A Dozen Things I’ve Learned from Charlie Munger...
- 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
James Montier: Shareholder Value Maximization: The World's Dumbest Idea? [Montier starts in the video around 5:30] (LINK) The Apollo Asia Fund's Q3 report (LINK) Hussman Weekly Market Comment: Fast, Furious and Prone to Failure (LINK) Jason...
- Links
Guy Spier discussing his book, The Education of a Value Investor (LINK) Steven Levy interviews Eric Schmidt (LINK) Related books: How Google Works (new), and In The Plex (a Charlie Munger recommendation from a few years ago)Howard Marks Discusses...