Money and Finance
Sanjay Bakshi: What GEICO’s Customer Acquisition and Associated Costs Taught Me about Business Economics, Management Quality, and Valuation (LINK)
David Einhorn Blames Worst Month Since October 2008 On “Challenging” Market (LINK)
Chris Mayer on why utilities are a sell (LINK)
Darren Gee, President and CEO of PEYTO, is out with his August report (LINK) [Chris Mayer also recently linked to his November report, where he quotes the book The Outsiders.]
Richard Duncan's video warning on China's economy from 16 months ago (~14 minutes) (LINK) [If you're interested in subscribing to his Macro Watch video newsletter, see the mention of it in THIS post to use this blog's coupon code, 'valueinvestingworld'.]
Phil Libin, co-founder and executive chairman of Evernote, on the Tim Ferriss podcast (LINK)
Tim Harford: Worming our way to the truth (LINK)
- 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
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...
- Links
David Kass' notes from the Berkshire Hathaway Annual Meeting (LINK) IAEA Board Approves Agreement for Hosting the IAEA’s LEU Fuel Bank [H/T Linc] (LINK) [Related 2006 article: Mr. Buffett’s Excellent Idea] Richard Thaler visits the London...
- Links
Meb Faber: 10 Bearish Charts, 1 Bullish Chart (LINK) Richard Duncan interview with Gordon T. Long of Macro Analytics (video) (LINK) [I was also in touch with Richard over the weekend in regards to the coupon code 'valueinvestingworld'...
- Macro Watch First Quarter 2014 Introduction (and A Coupon Code)
I think the majority opinion among value investors is that it isn't worth the time to pay attention to macroeconomics, and that it is better to just focus on individual companies and ignore the bigger picture. I think that's probably mostly true,...
Money and Finance
Links
Sanjay Bakshi: What GEICO’s Customer Acquisition and Associated Costs Taught Me about Business Economics, Management Quality, and Valuation (LINK)
David Einhorn Blames Worst Month Since October 2008 On “Challenging” Market (LINK)
Chris Mayer on why utilities are a sell (LINK)
Darren Gee, President and CEO of PEYTO, is out with his August report (LINK) [Chris Mayer also recently linked to his November report, where he quotes the book The Outsiders.]
Richard Duncan's video warning on China's economy from 16 months ago (~14 minutes) (LINK) [If you're interested in subscribing to his Macro Watch video newsletter, see the mention of it in THIS post to use this blog's coupon code, 'valueinvestingworld'.]
Phil Libin, co-founder and executive chairman of Evernote, on the Tim Ferriss podcast (LINK)
Tim Harford: Worming our way to the truth (LINK)
- 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
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...
- Links
David Kass' notes from the Berkshire Hathaway Annual Meeting (LINK) IAEA Board Approves Agreement for Hosting the IAEA’s LEU Fuel Bank [H/T Linc] (LINK) [Related 2006 article: Mr. Buffett’s Excellent Idea] Richard Thaler visits the London...
- Links
Meb Faber: 10 Bearish Charts, 1 Bullish Chart (LINK) Richard Duncan interview with Gordon T. Long of Macro Analytics (video) (LINK) [I was also in touch with Richard over the weekend in regards to the coupon code 'valueinvestingworld'...
- Macro Watch First Quarter 2014 Introduction (and A Coupon Code)
I think the majority opinion among value investors is that it isn't worth the time to pay attention to macroeconomics, and that it is better to just focus on individual companies and ignore the bigger picture. I think that's probably mostly true,...