Money and Finance
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)
100x - by Chris Mayer (LINK)
Mark Spitznagel on the Paradox of Higher Returns with Lower Risk (video) [H/T James] (LINK)
The Absolute Return Letter - June 2015 (LINK)
Latticework of Mental Models: Redundancy (LINK)
The Brooklyn Investor: Jamie Dimon for Dummies (LINK)
Jamie Dimon Is Now a Billionaire, and He Got There in an Unusual Way (LINK)
Elon Musk: The World’s Raddest Man, and How Tesla Will Change The World (Part 1, Part 2)
News meets comedy: John Oliver's FIFA II segment (video) (LINK)
- Links
I finally finished the audiobook of Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future over the weekend. I enjoyed it, and also want to point out Appendix 2 in the book, which was a short overview of Musk's thoughts about PayPal,...
- Links
ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] (LINK) Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2) Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK) Elon Musk:...
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I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
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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)...
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...
Money and Finance
Links
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 Seth Klarman says most Republicans are “Neanderthals” on gay marriage. He calls Senator Tom Cotton’s letter to the Iranian leaders “divisive.” And he considers the 2010 Supreme Court ruling that ushered in an era of unlimited political donations “a terrible decision.”
Meet New England’s top campaign contributor. He gives mostly to Republicans, but he’s not much of one.
“I’m a complicated guy,” Klarman said to The Globe in a rare interview. “I’m fairly nuanced in my views. I’m trying to do what I think is the right thing for the country.” His registration: independent.
An excerpt from William Green’s The Great Minds of Investing (LINK)
100x - by Chris Mayer (LINK)
Related book: 100 to 1 in the Stock MarketRobert Shiller visits the LSE - Irrational Exuberance: as relevant as ever (LINK)
Related book: Irrational Exuberance 3rd editionAswath Damodaran: Cash, Debt and PE Ratios: Cash is an upper and debt is a downer! (LINK)
Mark Spitznagel on the Paradox of Higher Returns with Lower Risk (video) [H/T James] (LINK)
The Absolute Return Letter - June 2015 (LINK)
Latticework of Mental Models: Redundancy (LINK)
The Brooklyn Investor: Jamie Dimon for Dummies (LINK)
Jamie Dimon Is Now a Billionaire, and He Got There in an Unusual Way (LINK)
Elon Musk: The World’s Raddest Man, and How Tesla Will Change The World (Part 1, Part 2)
Related book: Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic FutureTED Talk - Bill Gross: The single biggest reason why startups succeed (LINK)
Gross' list of the Top 5 Factors:Mysterious die-off sparks race to save saiga antelope (LINK)
1. Timing
2. Team / Execution
3. Idea "Truth" Outlier
4. Business Model
5. Funding
News meets comedy: John Oliver's FIFA II segment (video) (LINK)
- Links
I finally finished the audiobook of Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future over the weekend. I enjoyed it, and also want to point out Appendix 2 in the book, which was a short overview of Musk's thoughts about PayPal,...
- Links
ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] (LINK) Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2) Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK) Elon Musk:...
- Links
I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
- Links
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)...
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...