Money and Finance
Always a great time to revisit this: Seth Klarman on the Painful Decision to Hold Cash [H/T @trengriffin] (LINK)
Latticework of Mental Models: Moral Hazard (LINK)
Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain [H/T Jim] (LINK)
How farmers from rural China bet on the stock market and lost [H/T @jasonzweigwsj] (LINK)
Nick Kristof: This Land Is Our Land (LINK)
I noticed that one of my all-time favorite reads is now also available in audio format for those interested: On the Shortness of Life - by Lucius Seneca
- Links
Alex Rubalcava is Tweeting live from the Daily Journal Meeting today (LINK) A short overview of Kyle Bass' latest letter (LINK) Horizon Kinetics' latest in their index series: Robo-Adviser, Part II, or What’s in Your Asset Allocation Program?...
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
Warren Buffett’s NetJets Gets a New Captain [H/T Linc] (LINK) NetJets Shuffle: Costs of Deviations from the Berkshire Model - by Lawrence Cunningham (LINK) New England’s top GOP donor isn’t a Republican [H/T Will] (LINK) Boston billionaire...
- 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
Aswath Damodaran - The Education Business: A Road Map for Disruption (LINK) Related mini-book (PDF): Hire Education: Mastery, Modularization, and the Workforce RevolutionRelated book: Disrupting ClassAndrew Smithers: The contested ties between asset...
Money and Finance
Links
Always a great time to revisit this: Seth Klarman on the Painful Decision to Hold Cash [H/T @trengriffin] (LINK)
Latticework of Mental Models: Moral Hazard (LINK)
Meet Mark Spitznagel, the Investor Behind Universa’s Big Gain [H/T Jim] (LINK)
Related book: The Dao of CapitalBoeing uses its clout to control supplier consolidation (LINK)
How farmers from rural China bet on the stock market and lost [H/T @jasonzweigwsj] (LINK)
Nick Kristof: This Land Is Our Land (LINK)
I noticed that one of my all-time favorite reads is now also available in audio format for those interested: On the Shortness of Life - by Lucius Seneca
- Links
Alex Rubalcava is Tweeting live from the Daily Journal Meeting today (LINK) A short overview of Kyle Bass' latest letter (LINK) Horizon Kinetics' latest in their index series: Robo-Adviser, Part II, or What’s in Your Asset Allocation Program?...
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
Warren Buffett’s NetJets Gets a New Captain [H/T Linc] (LINK) NetJets Shuffle: Costs of Deviations from the Berkshire Model - by Lawrence Cunningham (LINK) New England’s top GOP donor isn’t a Republican [H/T Will] (LINK) Boston billionaire...
- 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
Aswath Damodaran - The Education Business: A Road Map for Disruption (LINK) Related mini-book (PDF): Hire Education: Mastery, Modularization, and the Workforce RevolutionRelated book: Disrupting ClassAndrew Smithers: The contested ties between asset...