Money and Finance
Jason Zweig on WealthTrack (video) (LINK)
Grant’s bearish view on Valeant from March 2014 (LINK)
Buffett's Grandson Seeks Own Investment Route: Social Change [H/T Will] (LINK)
ValueWalk's three-part interview with Christopher Pavese (LINK) [PDF at bottom of page of all three parts]
Achal Bakeri's talk to Sanjay Bakshi's class at MDI (LINK)
How A “Platform Company” Works: The Shortcomings of DCFs and Why People Miss Lollapaloozas (LINK)
Books of the day:
Essentialism: The Disciplined Pursuit of Less
Luck: The Brilliant Randomness Of Everyday Life
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Shane Parrish talks to Jason Zweig in the latest The Knowledge Project podcast (LINK) Related book: The Devil’s Financial DictionaryRationally Speaking podcast with Phil Tetlock [H/T @jasonzweigwsj] (LINK) Related book: Superforecasting:...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
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...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
Money and Finance
Links
Jason Zweig on WealthTrack (video) (LINK)
Related book: The Devil's Financial DictionaryEven Michael Lewis Was Surprised Hollywood Bet on The Big Short [H/T Linc] (LINK)
Related book: The Big ShortWhy and how do Munger and Buffett “discount the future cash flows” at the 30-year U.S. Treasury Rate? (LINK)
Grant’s bearish view on Valeant from March 2014 (LINK)
Buffett's Grandson Seeks Own Investment Route: Social Change [H/T Will] (LINK)
ValueWalk's three-part interview with Christopher Pavese (LINK) [PDF at bottom of page of all three parts]
Achal Bakeri's talk to Sanjay Bakshi's class at MDI (LINK)
How A “Platform Company” Works: The Shortcomings of DCFs and Why People Miss Lollapaloozas (LINK)
Books of the day:
Essentialism: The Disciplined Pursuit of Less
Luck: The Brilliant Randomness Of Everyday Life
Mass Flourishing: How Grassroots Innovation Created Jobs, Challenge, and Change [A book described in Breaking Smart as being "For readers interested in a broad understanding of the economic context of software eating the world, Phelps’ book is probably the single best resource."]
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
Shane Parrish talks to Jason Zweig in the latest The Knowledge Project podcast (LINK) Related book: The Devil’s Financial DictionaryRationally Speaking podcast with Phil Tetlock [H/T @jasonzweigwsj] (LINK) Related book: Superforecasting:...
- Links
For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE. Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK) Robert Shiller on CNBC (video) (LINK)...
- Links
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...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...