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For those interested, we've filed as a substantial shareholder on our second Australian name at Boyles. The details of which can be seen HERE.
Jason Zweig: GOOD ADVICE, OR ADVICE THAT SOUNDS GOOD? (LINK)
Robert Shiller on CNBC (video) (LINK)
Related book: Irrational Exuberance 3rd edition
Rob Arnott: From Innovation to Impact (video) [H/T ValueWalk] (LINK)
The Absolute Return Letter - July 2015: A Return to Fundamentals? (LINK)
Monthly Investment Outlook from Bill Gross: It Never Rains in California (LINK)
Andrew Smithers: How fast is moderate growth? (LINK)
Book of the day:
Explaining Social Behavior: More Nuts and Bolts for the Social Sciences
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Jason Zweig on WealthTrack (video) (LINK) Related book: The Devil's Financial DictionaryEven Michael Lewis Was Surprised Hollywood Bet on The Big Short [H/T Linc] (LINK) Related book: The Big ShortWhy and how do Munger and Buffett...
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Just a reminder that the PBS series First Peoples premieres tomorrow, June 24th, which I'm looking forward to, especially after the praise I've given the book Sapiens. The Superinvestors of Daily Journal Corporation [H/T Linc] (LINK)...
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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...
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3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK) Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE. ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK) Farnam Street - Mental...
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Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
Money and Finance