Money and Finance
Links
Howard Marks: $400 Million Invested In Energy-Related Securities In Q4 (LINK) [The full transcript of the call is available HERE.]
Amazon Prime Is One of the Most Bizarre Good Business Ideas Ever (LINK)
The Pro Dumpster Diver Who's Making Thousands Off America's Biggest Retailers (LINK)
Why megaships suddenly dominate the ocean shipping industry (LINK)
Tim Harford: Why the high street is overdosing on caffeine (LINK)
Rob Arnott: Peasants Will Be Out With Pitchforks if We Don't Start Sharing the Wealth [H/T ValueWalk] (LINK)
TED Talk - Jaap de Roode: How butterflies self-medicate (LINK)
Thoreau on Hard Work, the Myth of Productivity, and the True Measure of Meaningful Labor (LINK)
Related book: The Journal of Henry David Thoreau, 1837-1861
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Links
For those curious to see the legend we named Boyles Asset Management after, see THIS video (it starts at the 6:05 mark). Latticework of Mental Models: Framing Effect (LINK) Henry David Thoreau on Success (LINK) Buffett's Unconventional Investments...
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TED - Jim Simons: A rare interview with the mathematician who cracked Wall Street (video) (LINK) THE MUSEUM OF ART AND FINANCE, GALLERY 1: TULIPMANIA (LINK) Robert Shiller on CNBC (video) (LINK) Scott Adams: The Tells (for cognitive dissonance) (LINK)...
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Jamie Dimon's Letter to Shareholders (LINK) PBS: America Revealed episodes (LINK)TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)NYC Pension Earns $40...
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Meb Faber: The Most (Not) Hated Bull Market (LINK) A Dozen Things Learned from Tom Murphy About Capital Allocation and Management (LINK) Paul Graham: Don't Talk to Corp Dev (LINK) A Startup Just Got $30 Million to Shake Up the Garbage Industry...
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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