Money and Finance
Dick Fuld's first public remarks since Lehman's collapse (LINK)
Mary Meeker's 2015 Internet trends presentation (LINK)
A couple of articles by Larry Cunningham, author of Berkshire Beyond Buffett: The Enduring Value of Values ...
Credit Strategist Michael Lewitt On Navigating The Current Madness In Money Markets (video) [H/T ValueWalk] (LINK)
John Mauldin: World War D – Deflation (LINK)
Matt Ridley: Cholesterol is not bad for you (LINK)
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Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
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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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Evan Osnos on Charlie Rose discussing his latest article on Xi Jinping (video) (LINK) A negative investigation into Berkshire's Clayton Homes [H/T Linc] (LINK) Creighton to host Berkshire event (LINK) Related book: Berkshire Beyond BuffettTempleton...
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Buffett Tells Deputies to Supervise Newest Berkshire Businesses [H/T Will] (LINK) Aswath Damodaran: DCF Myth 1: If you have a D(discount rate) and a CF (cash flow), you have a DCF! (LINK) Overconfidence man - by Tim Harford (LINK) NPR Planet...
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David Tepper: ECB Rate Cut Beginning of the End of Bond Rally (video) (LINK) Mohamed El-Erian: What the ECB's Moves Mean for the World (LINK) An Interview With Michael Pettis: The Great Rebalancing – How China’s Slowdown Will Affect the Globe [H/T...
Money and Finance
Links
Dick Fuld's first public remarks since Lehman's collapse (LINK)
A couple of articles by Larry Cunningham, author of Berkshire Beyond Buffett: The Enduring Value of Values ...
A Berkshire Opportunity Cost: Listed Family Firms
The Integrity of Clayton Homes and the Politics of “Investigative Journalism”Aswath Damodaran: The Value and Pricing of Cash: Why low interest rates & large cash balances skew PE ratios (LINK)
Credit Strategist Michael Lewitt On Navigating The Current Madness In Money Markets (video) [H/T ValueWalk] (LINK)
John Mauldin: World War D – Deflation (LINK)
Matt Ridley: Cholesterol is not bad for you (LINK)
Related article (from 2002): What if It's All Been a Big Fat Lie?Was this the world's first murder victim? (LINK)
According to The Bible, Abel was the world's first murder victim, killed at the hands of his brother Cain.
But now archaeologists have discovered a skull dating from 430,000 years ago which shows distinct evidence of foul play.
- Links
Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
- 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
Evan Osnos on Charlie Rose discussing his latest article on Xi Jinping (video) (LINK) A negative investigation into Berkshire's Clayton Homes [H/T Linc] (LINK) Creighton to host Berkshire event (LINK) Related book: Berkshire Beyond BuffettTempleton...
- Links
Buffett Tells Deputies to Supervise Newest Berkshire Businesses [H/T Will] (LINK) Aswath Damodaran: DCF Myth 1: If you have a D(discount rate) and a CF (cash flow), you have a DCF! (LINK) Overconfidence man - by Tim Harford (LINK) NPR Planet...
- Links
David Tepper: ECB Rate Cut Beginning of the End of Bond Rally (video) (LINK) Mohamed El-Erian: What the ECB's Moves Mean for the World (LINK) An Interview With Michael Pettis: The Great Rebalancing – How China’s Slowdown Will Affect the Globe [H/T...