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Money and Finance

Links


Charlie Munger on Frozen Corportion [H/T @Sanjay__Bakshi] (LINK)

NEUROECONOMICS AND THE ART OF PORTFOLIO MANAGEMENT (LINK)
Related book: Your Money and Your Brain
Delivering Alpha Conference Notes (LINK)

Scott Adams: The Judgy Bubble (LINK)

Book of the day [H/T Pat Dorsey, via the Value Investing Podcast]: Jannie Mouton: And then they fired me

In that podcast, I believe Pat Dorsey also mentioned Cintas, which deworsified its very good business a bit by getting into the more capital intensive document shredding business. I was reminded of it after the Stericycle news today, which will be interesting to see if it ends up being a similar deworsifier for it as well.





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Today's Audible Daily Deal ($1.95) is a book I remember hearing recommended on a recent podcast, though I don't remember which one: How to Talk to Anyone: 92 Little Tricks for Big Success in Relationships Daily Journal Annual Meeting Notes...

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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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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...

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Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...



Money and Finance








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