Money and Finance
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)
A great presentation on Texas Instruments' Capital Management Strategy [H/T @AlexRubalcava] (LINK)
Paul Graham: A Way to Detect Bias (LINK)
Two Sequoia Fund Directors Resign as Valeant Losses Mount (LINK)
Mutual Fund Observer, November 2015 [with some Sequoia Fund discussion] (LINK)
The Pershing slides on the Valeant call (LINK) [And in case you missed the largely opposite conclusions: John Hempton's take]
Inside the Secretive Circle That Rules a $14 Trillion Market (video) [H/T Matt] (LINK)
The Closing of a Newsroom’s Mind - by Donald Graham (LINK)
The Rise and Fall of For-Profit Colleges (LINK)
Stoic Week 2015 Handbook (LINK)
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Charlie Munger Isn't Done Bashing Valeant [H/T Will and Linc] (LINK) Ackman said during the presentation that he spoke with Munger about his March remarks. The Berkshire vice chairman’s objections focused on leverage, tax rates and acquisitions,...
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- 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
Sanjay Bakshi with more thoughts on Nestlé and Maggi (LINK) The Anti-Poverty Experiment - by Jason Zweig (LINK) Daphne Koller on the Future of Online Education [H/T Matt] (LINK) A Dozen Things Learned from Jim Goetz about Business, Startups and Venture...
Money and Finance
Links
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 Munger: The Complete InvestorTrust and Consequences: A Survey of Berkshire Hathaway Operating Managers [H/T Linc] (LINK)
A great presentation on Texas Instruments' Capital Management Strategy [H/T @AlexRubalcava] (LINK)
Paul Graham: A Way to Detect Bias (LINK)
Two Sequoia Fund Directors Resign as Valeant Losses Mount (LINK)
Mutual Fund Observer, November 2015 [with some Sequoia Fund discussion] (LINK)
The Pershing slides on the Valeant call (LINK) [And in case you missed the largely opposite conclusions: John Hempton's take]
Inside the Secretive Circle That Rules a $14 Trillion Market (video) [H/T Matt] (LINK)
The Closing of a Newsroom’s Mind - by Donald Graham (LINK)
The Rise and Fall of For-Profit Colleges (LINK)
Stoic Week 2015 Handbook (LINK)
Related previous post: Stoicism quotes, thoughts, and readings
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Charlie Munger Isn't Done Bashing Valeant [H/T Will and Linc] (LINK) Ackman said during the presentation that he spoke with Munger about his March remarks. The Berkshire vice chairman’s objections focused on leverage, tax rates and acquisitions,...
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- 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
Sanjay Bakshi with more thoughts on Nestlé and Maggi (LINK) The Anti-Poverty Experiment - by Jason Zweig (LINK) Daphne Koller on the Future of Online Education [H/T Matt] (LINK) A Dozen Things Learned from Jim Goetz about Business, Startups and Venture...