Money and Finance
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 Prediction
Horizon Kinetics: 3rd Quarter 2015 Commentary (LINK)
Presentation from Hewitt Heiserman: Ben Graham and the Growth Investor (LINK) [H/T Chris Mayer]
100 Baggers in India (LINK) [H/T Chris Mayer]
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Links
Talks at Google - Hewitt Heiserman: "Ben Graham and the Growth Investor" (video) (LINK) Related book: It's Earnings That CountWhat Buffett and Seth Klarman Say About EBITDA (LINK) Stocks You Shouldn’t Own [H/T @chriswmayer] (LINK) Keep...
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Links
In case you haven't bought your copy yet, I just noticed that Chris Mayer's latest (and excellent) book is now available on Amazon (I think it started as only being available through Agora): 100 Baggers: Stocks That Return 100-to-1 and How...
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Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
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Scott Adams: Wizard Wars (LINK) In Praise of Slowness: Challenging the Cult of Speed (LINK) The Meaning of Kissinger - By Niall Ferguson (LINK) Related book: Kissinger: 1923-1968: The IdealistThis Is a Fine Time to Be a Big Corporation [H/T Matt]...
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Links
Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...
Money and Finance