Money and Finance
Oil Slump Forces Deep Cuts by Service Providers [H/T Matt] (LINK)
Notes From Invest For Kids Chicago 2015: Burbank, Sandler, Tananbaum & More (LINK)
Jim Chanos Pitches Short Position in Alibaba (LINK)
Glad to see Jake back with Season 2... Five Good Questions for Andrew Palmer about his book, Smart Money (LINK)
Phil Ordway's "Hall of Fame" Reading List (LINK) [I can't argue with the names on Phil's list. I have my own list HERE.]
Gene editing saves girl dying from leukaemia in world first (LINK)
Book of the day: A Guide to Rational Living
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Avoiding Promotional Management...
From Capital Account (and written by Marathon in December 2002): We suspect that business leaders who are busy promoting themselves or their stock are not properly focused on running their companies. We go out of our way to look for management that cares...
- Keys To Successful Investing...
From Marathon Asset Management's Neil Ostrer in an interview with Vanguard last year, and probably worth taping on a wall next to your desk: There are three keys to successful investing. First, being a contrarian with a long-term perspective...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...
- The 5 Greatest Investment Books You’ve Never Heard Of - By Chris Mayer
Link to: The 5 Greatest Investment Books You’ve Never Heard Of ..... Mayer's picks: Humble on Wall Street Silent Investor, Silent Loser Sense and Nonsense in Corporate Finance Modern Security Analysis 100 to 1 in the stock market ..... A...
Money and Finance
Links
Cure for low commodities prices is staring us in the face (LINK) [The book discussed in the article is one I'm really looking forward to: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15. It is a collection of London-based Marathon Asset Management's letters from 2002-2015. I've mentioned their previous collection several times before: Capital Account: A Fund Manager Reports on a Turbulent Decade, 1993-2002. And if someone from the publisher is reading this, I'd love to review an advanced copy of the new book.]
Oil Slump Forces Deep Cuts by Service Providers [H/T Matt] (LINK)
Notes From Invest For Kids Chicago 2015: Burbank, Sandler, Tananbaum & More (LINK)
Jim Chanos Pitches Short Position in Alibaba (LINK)
Glad to see Jake back with Season 2... Five Good Questions for Andrew Palmer about his book, Smart Money (LINK)
Phil Ordway's "Hall of Fame" Reading List (LINK) [I can't argue with the names on Phil's list. I have my own list HERE.]
Gene editing saves girl dying from leukaemia in world first (LINK)
Book of the day: A Guide to Rational Living
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Avoiding Promotional Management...
From Capital Account (and written by Marathon in December 2002): We suspect that business leaders who are busy promoting themselves or their stock are not properly focused on running their companies. We go out of our way to look for management that cares...
- Keys To Successful Investing...
From Marathon Asset Management's Neil Ostrer in an interview with Vanguard last year, and probably worth taping on a wall next to your desk: There are three keys to successful investing. First, being a contrarian with a long-term perspective...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...
- The 5 Greatest Investment Books You’ve Never Heard Of - By Chris Mayer
Link to: The 5 Greatest Investment Books You’ve Never Heard Of ..... Mayer's picks: Humble on Wall Street Silent Investor, Silent Loser Sense and Nonsense in Corporate Finance Modern Security Analysis 100 to 1 in the stock market ..... A...