Money and Finance
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK)
Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE.
ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK)
Farnam Street - Mental Models: The Mind’s Search Algorithm (LINK)
Andrew Smithers: Pity the Poor Fed (LINK)
John Kay: Must we endure excessive drug prices to encourage pharmaceutical R&D? (LINK)
Chris Pavese posts on Sam Walton's Rules for Building a Business (LINK)
Bill Gates: 6 Books I Recommended for TED 2015 (LINK)
- Links
Arlington Value Capital 2015 Annual Letter (LINK) John Malone: ‘Cable Cowboy’ Faces the Test in Rounding Up the Right Mix of Assets [H/T @Kevin_Holloway] (LINK) Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable BusinessLatticework...
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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)...
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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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Justice, capitalism and progress: Paul Tudor Jones II at TED2015 [H/T Santangel's Review] (LINK) [The video of the speech isn't on TED yet, but appears to be posted HERE.] Soros Says Greece Now Lose-Lose Game After Being Mishandled (video)...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
Money and Finance
Links
3G Capital, Berkshire to Buy Kraft, Merge It With Heinz (video) (LINK)
Warren Buffett was also on CNBC discussing the deal, HERE, HERE, HERE, and HERE.
ValueWalk with more excerpts from the Baupost Group 2014 Letter (LINK)
Farnam Street - Mental Models: The Mind’s Search Algorithm (LINK)
Related book: Diaminds: Decoding the Mental Habits of Successful ThinkersGiverny Capital's 2014 Annual Letter to Partners [H/T ValueWalk] (LINK)
John Kay: Must we endure excessive drug prices to encourage pharmaceutical R&D? (LINK)
Chris Pavese posts on Sam Walton's Rules for Building a Business (LINK)
Related book: Sam Walton: Made In AmericaThe Brooklyn Investor on Markel Ventures (LINK)
Bill Gates: 6 Books I Recommended for TED 2015 (LINK)
The books:
Business Adventures
The Bully Pulpit [The Audible version is also read by one of my favorite narrators.]
On Immunity
Making the Modern World
How Asia Works
How to Lie with Statistics
- Links
Arlington Value Capital 2015 Annual Letter (LINK) John Malone: ‘Cable Cowboy’ Faces the Test in Rounding Up the Right Mix of Assets [H/T @Kevin_Holloway] (LINK) Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable BusinessLatticework...
- 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
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
Justice, capitalism and progress: Paul Tudor Jones II at TED2015 [H/T Santangel's Review] (LINK) [The video of the speech isn't on TED yet, but appears to be posted HERE.] Soros Says Greece Now Lose-Lose Game After Being Mishandled (video)...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...