Money and Finance
Sanjay Bakshi: What is Staying Power? (LINK)
Marty Whitman's latest letter [H/T ValueWalk] (LINK)
John Hempton: Herbalife - the (very) long post (LINK)
Steve Schwarzman: How the Next Financial Crisis Will Happen [H/T Will] (LINK)
Meredith Whitney Says She’s Done With Hedge Funds After Struggle (LINK)
The microfinance delusion: who really wins? (LINK)
Astronaut Terry Virts' (@AstroTerry) last picture from space before returning to Earth today (LINK)
Book of the day [H/T @Sanjay__Bakshi]: Brand Breakout: How Emerging Market Brands Will Go Global
- Links
Education & Elon Musk’s School Startup (LINK) CCTV Interview with Howard Marks (video) [H/T ValueWalk] (LINK) A Conversation with Steven Romick and David Herro (from earlier this summer) [H/T ValueWalk] (LINK) Inside These Hedge Funds, Special...
- 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
Jamie Dimon's Letter to Shareholders (LINK) PBS: America Revealed episodes (LINK)TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)NYC Pension Earns $40...
- Links
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...
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
Money and Finance
Links
Sanjay Bakshi: What is Staying Power? (LINK)
FT Business of Luxury Summit 2015 D1 Opening Keynote - Johann Rupert (video) (LINK) [Besides mentioning Tom Russo a couple of times, he also recommends that people read the books: 1) The Second Machine Age; and 2) Humans Need Not Apply.]
Marty Whitman's latest letter [H/T ValueWalk] (LINK)
John Hempton: Herbalife - the (very) long post (LINK)
Steve Schwarzman: How the Next Financial Crisis Will Happen [H/T Will] (LINK)
Meredith Whitney Says She’s Done With Hedge Funds After Struggle (LINK)
The microfinance delusion: who really wins? (LINK)
Astronaut Terry Virts' (@AstroTerry) last picture from space before returning to Earth today (LINK)
Book of the day [H/T @Sanjay__Bakshi]: Brand Breakout: How Emerging Market Brands Will Go Global
- Links
Education & Elon Musk’s School Startup (LINK) CCTV Interview with Howard Marks (video) [H/T ValueWalk] (LINK) A Conversation with Steven Romick and David Herro (from earlier this summer) [H/T ValueWalk] (LINK) Inside These Hedge Funds, Special...
- 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
Jamie Dimon's Letter to Shareholders (LINK) PBS: America Revealed episodes (LINK)TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)NYC Pension Earns $40...
- Links
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...
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...