Money and Finance

Links

Bill Gates reviews the book Stuff Matters: Exploring the Marvelous Materials That Shape Our Man-Made World (LINK)

Tom Weik, Mohnish Pabrai, and John Mihaljevic discuss the parallels between investing and the game of bridge (LINK)

Greece’s Ex-Finance Minister Tells All (LINK)

Latticework of Mental Models: Thermodynamics (LINK) [If you want to go deeper, The Great Courses has a nice course on thermodynamics, which looks like it is currently on sale for $69.95 for the video download format: Thermodynamics: Four Laws That Move the Universe. You can also occasionally find decent coupon codes online to get a bit larger discount.]

a16z Podcast: When Bio Meets Computer Science (LINK)

Related quote: “One of the very few silver linings about me getting sick is that Reed’s gotten to spend a lot of time studying with some very good doctors…. I think the biggest innovations of the twenty-first century will be the intersection of biology and technology. A new era is beginning, just like the digital one when I was his age.” –Steve Jobs (from Isaacson's biography of Jobs)

Related book (and if you know of any other good ones on the topic, feel free to pass along recommendations): Cracking the Code

Hospital checklists are meant to save lives — so why do they often fail? (LINK)

Related book: The Checklist Manifesto

Notes from Hillhouse Capital's Lei Zhang's lecture at Columbia Business School (LINK)

Breaking Smart - by Venkatesh Rao (LINK)

Today, I am launching a new site: Breaking Smart. It is a seasonal binge-reading site (think Netflix binge-watching, but for blogs) devoted to big-picture analysis of technology trends. Starting with this first season, I plan to publish a complete season of essays once every 2 years. The inaugural season has 20 essays, amounting to a total of about 30,000 words.

Thanks to Graham for passing along (and starting) what looks like a useful news feed of investing psychology and behavioural economics news (LINK)

Jamestown excavation unearths four bodies — and a mystery in a small box (LINK)

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Arlington Value Capital 2015 Annual Letter (LINK) John Malone: ‘Cable Cowboy’ Faces the Test in Rounding Up the Right Mix of Assets [H/T @Kevin_Holloway] (LINK) Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable BusinessLatticework...

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Latticework of Mental Models: Social Proof (LINK) Kevin Plank Is Betting Almost $1 Billion That Under Armour Can Beat Nike [H/T @iancassel] (LINK) Former Apple CEO John Sculley shares the most important thing he learned from Steve Jobs [H/T @BaseHitInvestor]...

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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...

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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...

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Sanjay Bakshi lecture: Klein vs. Kahneman (LINK) Peter Thiel profiled in Fortune (LINK) Related book: Zero to One: Notes on Startups, or How to Build the FutureHow the Next iPhone Could Finally Kill the Credit Card (LINK) Why Buffett's son bought...

Money and Finance