Money and Finance
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK)
Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK)
Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK)
Bill Ackman interview on Bloomberg (video) (LINK)
Five Good Questions for Wesley Gray about his book Quantitative Value (LINK)
James Altucher interviews Brad Feld about The Ideal Entrepreneur (LINK)
- Links
Grant's 2015 Christmas Vacation Issue (LINK) 2011 Video: Warren Buffett and Ajit Jain Answer Questions From MBA Class [H/T GuruFocus and Linc] (LINK) The Sagan Series [H/T @cullenroche] (LINK) A Conversation With Michael Lewis About How The Big Short...
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Links
Farnam Street: How To Think (LINK) Andrew Smithers: The myth of the balance sheet recession (LINK) The Brooklyn Investor on the hedged Gotham Funds (LINK) Coke Confronts Its Big Fat Problem [H/T Will] (LINK) It's about a month old, but the...
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A lesson or two from the Bill Gross saga, and some wise words in the Gene Hoots' comment "Success is very hard to live with – not least because we tend to believe the stuff that people say about us." (LINK) The latest issue of the Mutual Fund Observer...
- Inequality, Free Markets, And Crashes - By Nassim Taleb & Mark Spitznagel
Link to: Inequality, Free Markets, and CrashesNassim Taleb and Mark Spitznagel talk about how government intervention postpones the inevitable. Mark Spitznagel and Nassim Taleb started the first equity tail-hedging firm in 1999. Since then these...
Money and Finance
Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK)
Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK)
Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK)
Bill Ackman interview on Bloomberg (video) (LINK)
Five Good Questions for Wesley Gray about his book Quantitative Value (LINK)
James Altucher interviews Brad Feld about The Ideal Entrepreneur (LINK)
Related book: Venture DealsBook of the day (recommended by David Iben): The Colder War
- Links
Grant's 2015 Christmas Vacation Issue (LINK) 2011 Video: Warren Buffett and Ajit Jain Answer Questions From MBA Class [H/T GuruFocus and Linc] (LINK) The Sagan Series [H/T @cullenroche] (LINK) A Conversation With Michael Lewis About How The Big Short...
- Links
The collection of old articles by James Montier posted the other day reminded me of another good collection of his work during 2008, HERE. Collection of Michael Mauboussin's Research Papers From Credit Suisse (LINK) Five Good Questions for Michael...
- Links
Farnam Street: How To Think (LINK) Andrew Smithers: The myth of the balance sheet recession (LINK) The Brooklyn Investor on the hedged Gotham Funds (LINK) Coke Confronts Its Big Fat Problem [H/T Will] (LINK) It's about a month old, but the...
- Links
A lesson or two from the Bill Gross saga, and some wise words in the Gene Hoots' comment "Success is very hard to live with – not least because we tend to believe the stuff that people say about us." (LINK) The latest issue of the Mutual Fund Observer...
- Inequality, Free Markets, And Crashes - By Nassim Taleb & Mark Spitznagel
Link to: Inequality, Free Markets, and CrashesNassim Taleb and Mark Spitznagel talk about how government intervention postpones the inevitable. Mark Spitznagel and Nassim Taleb started the first equity tail-hedging firm in 1999. Since then these...