Money and Finance
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK)
Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK)
Barry Ritholtz talks to Gary Shilling on this week's Masters in Business interview (LINK)
a16z Podcast: Money, Risk, and Software (LINK)
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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?...
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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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Barry Ritholtz talks with Howard Marks (LINK) Related book: The Most Important ThingLet’s Be Honest About Gold: It’s a Pet Rock - by Jason Zweig (LINK) Bill Miller: NYSE Trading Halt Symptomatic of Broader Problem (video) [H/T ValueWalk] (LINK)...
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I'll be on vacation posting over the next week and a half or so, where I've scheduled some quotes and book excerpts, but probably won't post much else, if anything. Latticework of Mental Models: Law of Diminishing Marginal Utility (LINK) Mutual...
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Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...
Money and Finance
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 at UC Berkeley from April of this year (video) [H/T ValueWalk] (LINK)
Barry Ritholtz talks to Gary Shilling on this week's Masters in Business interview (LINK)
a16z Podcast: Money, Risk, and Software (LINK)
Financial services are overdue for an overhaul. With a16z’s newest general partner, Alex Rampell (who just officially started), this segment of the podcast explores the world of fintech… How software backed up by data is being brought to bear on lending, insurance, and the science (oftentimes art) of underwriting risk.The 5 Things Tim Ferriss Did To Become a Better Investor (podcast) (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
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
Barry Ritholtz talks with Howard Marks (LINK) Related book: The Most Important ThingLet’s Be Honest About Gold: It’s a Pet Rock - by Jason Zweig (LINK) Bill Miller: NYSE Trading Halt Symptomatic of Broader Problem (video) [H/T ValueWalk] (LINK)...
- Links
I'll be on vacation posting over the next week and a half or so, where I've scheduled some quotes and book excerpts, but probably won't post much else, if anything. Latticework of Mental Models: Law of Diminishing Marginal Utility (LINK) Mutual...
- Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK) Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.) When Stock Buybacks Are Not a Waste of Money (LINK) Related link: Warren...