Money and Finance
Links
Notes from the Berkshire Hathaway Annual Meeting (Part I, Part II)
Philosophical Economics: Profit Margins in a “Winner Take All” Economy (LINK)
Zenefits Is Tagged With a $4.5 Billion Valuation After Just Two Years (LINK) [The Co-Founder was also on the a16z podcast recently, HERE.]
The Pharmaceutical Industry: How to handle an industry in disruption: Intervene or laissez-faire? (LINK)
How Mohnish Pabrai And Charlie Munger Use A Checklist (LINK)
A great video clip from a couple of years ago: Tom Russo on Portfolio Management and His Favorite Valuation Metric [H/T ValueWalk] (LINK)
Watch Neil DeGrasse Tyson Elegantly Debunk The Right Brain, Left Brain Myth [H/T @SciencePorn] (LINK)
Popper Vs. Bacon: A Conversation with Peter Coveney (LINK)
Notes from the book
The Mind of the Market: Compassionate Apes, Competitive Humans, and Other Tales from Evolutionary Economics (LINK)
Book scheduled for September release [A culmination of the work begun HERE, I believe.] :
Charlie Munger: The Complete Investor - by Tren Griffin
Another book worth checking out:
The Anatomy of Humbug: How to Think Differently about Advertising
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Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
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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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Links
A Dozen Things Learned from Charlie Munger about Making Rational Decisions (LINK) A Dozen Things Learned from Charlie Munger about Mental Models and Worldly Wisdom (LINK) Related book: Charlie Munger: The Complete InvestorJason Zweig: 5 Things...
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More Notes From The Daily Journal Annual Meeting (four Parts)
Link to: Part 1 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 2 - Charlie Munger And The 2014 Daily Journal Annual Meeting: A Fan's Notes Link to: Part 3 - Charlie Munger And The 2014 Daily Journal Annual...
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Links
Jason Zweig on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Bloomberg on Charlie Munger's comments at the Daily Journal Annual Meeting (LINK) Guy Spier on Bloomberg TV discussing his book The Education of a Value Investor (H/T...
Money and Finance