Money and Finance
Steven Rattner: The Year in Charts (LINK)
Value Investing Podcast 56: Kevin Byun on John Malone’s Financial Brilliance (LINK)
Mutual Fund Observer, January 2015 (LINK)
How did CAPE do in 2014? (LINK)
The Great Books movement (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...
- Links
A big thanks to everyone who responded to the Downloading Earnings Calls post. I'll experiment a bit and try and get back with another update. A Dozen Things Learned from Charlie Munger (Distilled to less than 500 Words) (LINK) Related book: Charlie...
- Links
I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
- Links
How to Get Rich: Paul Graham on Money vs. Wealth (LINK) Related book: Hackers & Painters: Big Ideas from the Computer AgeTim Ferriss interviews Kevin Kelly (LINK) Why is the Shiller CAPE So High? (LINK) Hussman Funds Annual Report (LINK) Michelle...
- Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK) Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)Related book: Stress Test: Reflections on Financial CrisesLessons From Cable Cowboy John Malone (LINK)Related book:...
Money and Finance
Links
Steven Rattner: The Year in Charts (LINK)
Value Investing Podcast 56: Kevin Byun on John Malone’s Financial Brilliance (LINK)
Mutual Fund Observer, January 2015 (LINK)
How did CAPE do in 2014? (LINK)
The Great Books movement (LINK)
Related link: The Great Books semester reading lists for St. John's College
- 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
A big thanks to everyone who responded to the Downloading Earnings Calls post. I'll experiment a bit and try and get back with another update. A Dozen Things Learned from Charlie Munger (Distilled to less than 500 Words) (LINK) Related book: Charlie...
- Links
I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
- Links
How to Get Rich: Paul Graham on Money vs. Wealth (LINK) Related book: Hackers & Painters: Big Ideas from the Computer AgeTim Ferriss interviews Kevin Kelly (LINK) Why is the Shiller CAPE So High? (LINK) Hussman Funds Annual Report (LINK) Michelle...
- Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK) Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)Related book: Stress Test: Reflections on Financial CrisesLessons From Cable Cowboy John Malone (LINK)Related book:...