Money and Finance
Sanjay Bakshi on Nestlé India and thinking about whether or not the Maggi noodles issue has created a buying opportunity (LINK)
Focus on the Key Variables of an Investment (LINK)
How Innovation is Affecting Market Valuations (LINK)
Car Wars: In-depth study of the US automotive product pipeline [H/T @AlexRubalcava] (LINK)
Book of the day: The Complete Book of Five Rings - By Miyamoto Musashi (also in audiobook)
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Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
The Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition...
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Sanjay Bakshi with more thoughts on Nestlé and Maggi (LINK) The Anti-Poverty Experiment - by Jason Zweig (LINK) Daphne Koller on the Future of Online Education [H/T Matt] (LINK) A Dozen Things Learned from Jim Goetz about Business, Startups and Venture...
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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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Ben Graham on How to Handle Your Money (LINK) Brian Grazer on Charlie Rose discussing his book, A Curious Mind: The Secret to a Bigger Life (video) (LINK) Brent Schlender and Rick Tetzeli on Charlie Rose discussing their book, Becoming Steve Jobs (video)...
Money and Finance
Links
Sanjay Bakshi on Nestlé India and thinking about whether or not the Maggi noodles issue has created a buying opportunity (LINK)
Focus on the Key Variables of an Investment (LINK)
How Innovation is Affecting Market Valuations (LINK)
Car Wars: In-depth study of the US automotive product pipeline [H/T @AlexRubalcava] (LINK)
Car Wars is an annual proprietary study that assesses the relative strength of each automaker’s product pipeline in the US. The purpose is to quantify industry product trends and then relate our findings to investment decisions.Why cloud computing is attracting scientists (LINK)
Book of the day: The Complete Book of Five Rings - By Miyamoto Musashi (also in audiobook)
"The Book of Five Rings by Miyamoto Musashi was written in 1643 and it’s all about the strategy of warfare, intent, and ultimately, commitment. It was introduced to me in 1984 by my friend Pat Morita who played Mr. Miyagi in The Karate Kid movies. He gave me a copy of the book, which he had signed, and said, "This will change your life." It taught me how to create strategy and do battle in the cutthroat world of Hollywood. It has guided my life and my ability to focus creatively and be impenetrable to the failure of intent."—Brian Grazer (author of A Curious Mind: The Secret to a Bigger Life, among many other accomplishments)
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
The Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition...
- Links
Sanjay Bakshi with more thoughts on Nestlé and Maggi (LINK) The Anti-Poverty Experiment - by Jason Zweig (LINK) Daphne Koller on the Future of Online Education [H/T Matt] (LINK) A Dozen Things Learned from Jim Goetz about Business, Startups and Venture...
- 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
Ben Graham on How to Handle Your Money (LINK) Brian Grazer on Charlie Rose discussing his book, A Curious Mind: The Secret to a Bigger Life (video) (LINK) Brent Schlender and Rick Tetzeli on Charlie Rose discussing their book, Becoming Steve Jobs (video)...