Money and Finance
Michael Lewis Reflects on Flash Boys, one year later (LINK)
The Long, Slow Death of Cable Just Reached a Tipping Point [H/T Matt] (LINK)
Macau’s Economy Shrinks 17.2% After Casino Revenues Fall (LINK)
Five Good Questions for Barbara Muller, co-author of the book Revolutionary Conversations (LINK)
UK Goodbye To War Loan: 1917 To 2015 (video) [H/T ValueWalk] (LINK)
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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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James Montier: Market Macro Myths: Debts, Deficits, and Delusions [free registration may be required] (LINK) In this white paper James Montier attempts to show why the proponents of sound finance are mistaken by defining and unpacking a series of...
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The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
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Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...
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Michael Lewis on Charlie Rose discussing Flash Boys, one year after publication (video) (LINK) How to Succeed in Life, the Warren Buffett Way (LINK) Things You Didn’t Know About Buffett’s Strategy (LINK) Warren Buffett and 3G May Have One Barrier...
Money and Finance
Links
Michael Lewis Reflects on Flash Boys, one year later (LINK)
The Long, Slow Death of Cable Just Reached a Tipping Point [H/T Matt] (LINK)
Macau’s Economy Shrinks 17.2% After Casino Revenues Fall (LINK)
Five Good Questions for Barbara Muller, co-author of the book Revolutionary Conversations (LINK)
UK Goodbye To War Loan: 1917 To 2015 (video) [H/T ValueWalk] (LINK)
To commemorate this most interesting of gilts we have made a film about War Loan – one that tells the economic history of the UK through wars, default, the re-joining and leaving of the gold standard, the inflationary 1970s, the loss of the UK’s AAA credit rating, and finally the deflation that has followed the Great Financial Crisis.Book of the day: 400 Million Customers
- 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
James Montier: Market Macro Myths: Debts, Deficits, and Delusions [free registration may be required] (LINK) In this white paper James Montier attempts to show why the proponents of sound finance are mistaken by defining and unpacking a series of...
- Links
The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
- Links
Presentations from The Ben Graham Centre’s 2015 Value Investing Conference [H/T ValueWalk] (LINK) Nestle chairman: Heinz owners have 'pulverized' the food industry [H/T Matt] (LINK) The Apollo Asia Fund's Q1 Report (LINK) Horizon...
- Links
Michael Lewis on Charlie Rose discussing Flash Boys, one year after publication (video) (LINK) How to Succeed in Life, the Warren Buffett Way (LINK) Things You Didn’t Know About Buffett’s Strategy (LINK) Warren Buffett and 3G May Have One Barrier...