Money and Finance
Sixteen Investing Lessons From Walter Schloss (LINK)
Greenlight Capital Q4 2014 Letter to Investors (LINK)
Mark Buchanan: Presuppositions and idealizations... (LINK)
Lunch with the FT: Marc Andreessen [H/T The Big Picture] (LINK)
Albert Edwards – “Markets to Riot” (LINK)
Michael Covel podcast episodes with Daniel Simons (LINK) and Meb Faber (LINK)
Some people really are better at predicting the future. Here are the traits they have in common. [H/T @PunchCardBlog] (LINK)
Cone snail deploys insulin to slow speedy prey (LINK)
The importance of food, jealousy, and paternal care in the evolution of owl monkey monogamy (LINK)
- Links
Garrett Hardin on the Three Filters Needed to Think About Problems (LINK) Related book: Filters Against FollyWhat are Charlie Munger’s views on giving back to society? (LINK) The Misunderstanding of Peter Lynch’s Investment Style (LINK) CAN YOU...
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...
- Links
Baidu CEO Robin Li interviews Bill Gates and Elon Musk at the Boao Forum, March 29 2015 (video...but not the best audio) (LINK) Morgan Housel interviews Michael Lewis [H/T Abnormal Returns] (LINK) 'Great Debate': Realist Bogle vs optimist Grant...
- Links
A Conversation With Square’s Jack Dorsey (LINK) 'Building a brand is a painstaking process' [H/T @Sanjay__Bakshi] (LINK) Matt Ridley: Science is being corrupted by political bias (LINK) Analyzing and Valuing Growth: Interactive Brokers...
Money and Finance
Links
Sixteen Investing Lessons From Walter Schloss (LINK)
Greenlight Capital Q4 2014 Letter to Investors (LINK)
At last year's Sohn Investment Conference, Stan Druckenmiller introduced Zachary Schreiber as a rising star. Zach lived up to the praise with a compelling presentation predicting a sharp fall in WTI oil prices, leading us to review our exposure. In mid-June we sold enough WTI oil futures to offset the subsequent declines in our positions in Anadarko, BP, McDermott International and National Oilwell Varco, all of which we effectively exited at their higher June pricesTim Harford: The power of saying no (LINK)
Related book: The Power of NoJohn Mauldin's Thoughts from the Frontline - The Swiss Release the Kraken! (LINK)
Mark Buchanan: Presuppositions and idealizations... (LINK)
Lunch with the FT: Marc Andreessen [H/T The Big Picture] (LINK)
Albert Edwards – “Markets to Riot” (LINK)
Michael Covel podcast episodes with Daniel Simons (LINK) and Meb Faber (LINK)
Some people really are better at predicting the future. Here are the traits they have in common. [H/T @PunchCardBlog] (LINK)
Cone snail deploys insulin to slow speedy prey (LINK)
Fish-hunting cone snails release insulin that can work as a weapon, sending nearby prey’s blood sugar plummeting and making the groggy fish easy for a less-than-speedy snail to catch.Cringe away, guys — this spider bites off his own genitals (LINK)
The importance of food, jealousy, and paternal care in the evolution of owl monkey monogamy (LINK)
- Links
Garrett Hardin on the Three Filters Needed to Think About Problems (LINK) Related book: Filters Against FollyWhat are Charlie Munger’s views on giving back to society? (LINK) The Misunderstanding of Peter Lynch’s Investment Style (LINK) CAN YOU...
- Links
If you haven't bought one yet and are interested, Max Olson has set up a print-on-demand link for the hardcover version of the Berkshire Hathaway Letters to Shareholders (LINK) What does Charlie Munger mean when he says that something is a lollapalooza?...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...
- Links
Baidu CEO Robin Li interviews Bill Gates and Elon Musk at the Boao Forum, March 29 2015 (video...but not the best audio) (LINK) Morgan Housel interviews Michael Lewis [H/T Abnormal Returns] (LINK) 'Great Debate': Realist Bogle vs optimist Grant...
- Links
A Conversation With Square’s Jack Dorsey (LINK) 'Building a brand is a painstaking process' [H/T @Sanjay__Bakshi] (LINK) Matt Ridley: Science is being corrupted by political bias (LINK) Analyzing and Valuing Growth: Interactive Brokers...