Money and Finance
The latest, updated list of Nassim Taleb's Additional Aphorisms, Rules, and Heuristics (LINK) [These are in addition to those in his book The Bed of Procrustes: Philosophical and Practical Aphorisms.]
MTY Food Group – A Case Study of a 100-Bagger (LINK)
- Shane Parrish's 2016 Daily Journal Meeting Notes
Shane Parrish has finished his extensive notes from the 2016 Daily Journal Meeting. Shane is charging $33 for them until March 1st (then the price will rise to $49) . And while there are free notes from the meeting out there as well as an audio of the...
- Links
Horizon Kinetics - Under the Hood: What’s in Your Index? (LINK) The ETF Flash Crash (LINK) Stock Halts Added to Monday’s Market Chaos [H/T Matt] (LINK) Many Psychology Findings Not as Strong as Claimed, Study Says (LINK) Related link [mentioned by...
- 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
Three brief company updates from our Boyles portfolio (LINK) Andrew Smithers: Bad information is bad for the economy (LINK) Chinese Solar Maker Plunges, Losing Nearly $19 Billion in 24 Minutes (LINK) The decline of Hanergy Thin Film Solar Group Ltd....
- Ray Dalio On Cnbc
He's on with Ed Hess, author of Learn or Die, who did a long interview that Farnam Street posted yesterday, HERE. That book may have to move to the top of the to-read list. Links to videos and article: Totally honest with Ray Dalio (video) How...
Money and Finance
Links
I'm probably going to wait for some extensive notes--like those from Shane Parrish last year--before reading much on yesterday's Daily Journal Meeting, but if you're interested now, there are some excerpts and articles HERE, HERE, HERE, and HERE.
Author Interview: Larry Cunningham on Berkshire Beyond Buffett (LINK)
Kraft Deal Fueled by Lean Recipe (LINK)
Related book: Double Your Profits: In Six Months or Less
The Brooklyn Investor on Kraft-Heinz (LINK)
How Super Angel Chris Sacca Made Billions, Burned Bridges And Crafted The Best Seed Portfolio Ever (LINK)
This Is How A Ray Dalio Letter Looks (LINK)
Interview with Dr William White, former Head of the Monetary and Economic Department at the BIS (LINK)
MTY Food Group – A Case Study of a 100-Bagger (LINK)
Brain Pickings - Sense of Nonsense: Alan Watts on How We Find Meaning by Surrendering to Meaninglessness (LINK)
Related book: The Tao of Philosophy
Cicero on Living a Stoic Life (LINK)
Related book: On Duties
Wandering Jupiter swept away super-Earths, creating our unusual Solar System [H/T @ProfSteveKeen] (LINK)
Jupiter may have swept through the early Solar System like a wrecking ball, destroying a first generation of inner planets before retreating into its current orbit, according to a new study published March 23rd in Proceedings of the National Academy of Sciences. The findings help explain why our Solar System is so different from the hundreds of other planetary systems that astronomers have discovered in recent years.
- Shane Parrish's 2016 Daily Journal Meeting Notes
Shane Parrish has finished his extensive notes from the 2016 Daily Journal Meeting. Shane is charging $33 for them until March 1st (then the price will rise to $49) . And while there are free notes from the meeting out there as well as an audio of the...
- Links
Horizon Kinetics - Under the Hood: What’s in Your Index? (LINK) The ETF Flash Crash (LINK) Stock Halts Added to Monday’s Market Chaos [H/T Matt] (LINK) Many Psychology Findings Not as Strong as Claimed, Study Says (LINK) Related link [mentioned by...
- 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
Three brief company updates from our Boyles portfolio (LINK) Andrew Smithers: Bad information is bad for the economy (LINK) Chinese Solar Maker Plunges, Losing Nearly $19 Billion in 24 Minutes (LINK) The decline of Hanergy Thin Film Solar Group Ltd....
- Ray Dalio On Cnbc
He's on with Ed Hess, author of Learn or Die, who did a long interview that Farnam Street posted yesterday, HERE. That book may have to move to the top of the to-read list. Links to videos and article: Totally honest with Ray Dalio (video) How...