Money and Finance
A couple of BIS speeches relating to the economies in Canada and Australia.
Yogi Berra, Hall of Fame Catcher for the Yankees, Dies at 90 (LINK)
Book of the day: The Yogi Book
And a few Yogi-isms:
- Howard Marks Memo: Inspiration From The World Of Sports
Link to Memo: Inspiration from the World of Sports I’m constantly intrigued by the parallels between investing and sports. They’re illuminating as well as fun, and thus they’ve prompted two past memos: “How the Game Should Be Played” (May 1995)...
- Links
For those curious to see the legend we named Boyles Asset Management after, see THIS video (it starts at the 6:05 mark). Latticework of Mental Models: Framing Effect (LINK) Henry David Thoreau on Success (LINK) Buffett's Unconventional Investments...
- Links
Bill Gates: We Need Clean-Energy Innovation, and Lots of It (LINK) Mohnish Pabrai on How to be a Mentor (LINK) Related book: The Education of a Value InvestorValue Investing Podcast: Robert Hagstrom on the Art of Value Investing (LINK) Related...
- 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
Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II) Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK) Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was...
Money and Finance
Links
Dhando investor meeting 2015 – A day with Mohnish Pabrai [H/T Corner of Berkshire & Fairfax] (LINK)
James Tisch Investment Philosophy and Some Thoughts on Loews (LINK)
Latticework of Mental Models: Pavlovian Conditioning (LINK)
Significance Appreciation - By Venkatesh Rao (LINK)
Exponential Wisdom podcast: How the Sharing Economy Can Disrupt Your Business (LINK)James Tisch Investment Philosophy and Some Thoughts on Loews (LINK)
Latticework of Mental Models: Pavlovian Conditioning (LINK)
Significance Appreciation - By Venkatesh Rao (LINK)
There’s a phenomenon I’ve observed where ideas that seem banal when you’re young acquire increasing significance as you age. Until they become so pregnant with significance that you start experiencing a peculiar sort of loneliness because you cannot communicate them any differently than you used to. At best, you slowly acquire an ability to recognize kindred spirits who attach as much incommunicable significance to an idea as you do. If you’re lucky enough to meet any.
A couple of BIS speeches relating to the economies in Canada and Australia.
Yogi Berra, Hall of Fame Catcher for the Yankees, Dies at 90 (LINK)
Book of the day: The Yogi Book
And a few Yogi-isms:
"You got to be very careful if you don’t know where you’re going, because you might not get there."
"You can observe a lot just by watching."
"I really didn't say everything I said."
"It's dèja vu all over again!"
"The future ain't what it used to be."
"Always go to other people's funerals, otherwise they won't go to yours."
- Howard Marks Memo: Inspiration From The World Of Sports
Link to Memo: Inspiration from the World of Sports I’m constantly intrigued by the parallels between investing and sports. They’re illuminating as well as fun, and thus they’ve prompted two past memos: “How the Game Should Be Played” (May 1995)...
- Links
For those curious to see the legend we named Boyles Asset Management after, see THIS video (it starts at the 6:05 mark). Latticework of Mental Models: Framing Effect (LINK) Henry David Thoreau on Success (LINK) Buffett's Unconventional Investments...
- Links
Bill Gates: We Need Clean-Energy Innovation, and Lots of It (LINK) Mohnish Pabrai on How to be a Mentor (LINK) Related book: The Education of a Value InvestorValue Investing Podcast: Robert Hagstrom on the Art of Value Investing (LINK) Related...
- 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
Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II) Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK) Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was...