Money and Finance
Mark Spitznagel: The Goat Whisperer [H/T Jim] (LINK)
Tobias Carlisle's interview about investing and his book Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (LINK)
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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...
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For those who prefer audio, it looks like Charlie Munger: The Complete Investor is now available as an audiobook. How Playing the Long Game Made Elizabeth Holmes a Billionaire [H/T Will] (LINK) Seeking Wisdom In India - by Jana Vembunarayanan (LINK)...
- Atul Gawande And Charles Munger On Why More Health Care Isn't Better
Link to article: Atul Gawande And Charles Munger On Why More Health Care Isn't Better American health care is obsessed with more. But the industry is beginning to realize that more isn’t always what’s best for patients. Dr. Atul Gawande,...
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Prem Watsa's 2014 letter to shareholders [H/T James] (LINK) Bridgewater's Ray Dalio Explains the Power of Not Knowing (LINK) 25iq: A Dozen Things Learned from David Tepper about Investing (LINK) Understanding Succession at Berkshire Hathaway After...
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Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...
Money and Finance
Links
Elizabeth Holmes: One woman’s drive to upend medical testing (LINK)
Related links: Elizabeth Holmes at TEDMED 2014 (video), Elizabeth Holmes interview at TechCrunch Disrupt San Francisco ’14Atul Gawande's 2014 Reith Lectures series (LINK)
In the 2014 Reith Lectures series, entitled The Future of Medicine, Dr Atul Gawande examines the nature of progress and failure in medicine.
Berkshire Hathaway Director Susan Decker offers rare peek into Warren Buffett's boardroom [H/T Linc] (LINK)Related book: Being Mortal: Medicine and What Matters in the End
Early in her tenure at Berkshire, Decker said she shared with Buffett that based on her experience with board service, directors typically play an increasing role based on the size of a proposed transaction. For instance, she recalled telling Buffett that a small deal might be considered an internal investment, a larger deal might be brought to the attention of the board's audit committee and the largest of deals are brought before the full board."Warren leaned back and laughed and said, 'You need to devise that for the next CEO,'" Decker recalled Monday.
Related book: Berkshire Beyond Buffett: The Enduring Value of Values
Sellers Capital still looking for a resolution with its Premier Exhibitions shares after the recent deal falls through [H/T Linc] (LINK)
Mark Spitznagel: The Goat Whisperer [H/T Jim] (LINK)
Related book: The Dao of CapitalAndrew Smithers: The post-recession slowdown is structural (LINK)
Tobias Carlisle's interview about investing and his book Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (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
For those who prefer audio, it looks like Charlie Munger: The Complete Investor is now available as an audiobook. How Playing the Long Game Made Elizabeth Holmes a Billionaire [H/T Will] (LINK) Seeking Wisdom In India - by Jana Vembunarayanan (LINK)...
- Atul Gawande And Charles Munger On Why More Health Care Isn't Better
Link to article: Atul Gawande And Charles Munger On Why More Health Care Isn't Better American health care is obsessed with more. But the industry is beginning to realize that more isn’t always what’s best for patients. Dr. Atul Gawande,...
- Links
Prem Watsa's 2014 letter to shareholders [H/T James] (LINK) Bridgewater's Ray Dalio Explains the Power of Not Knowing (LINK) 25iq: A Dozen Things Learned from David Tepper about Investing (LINK) Understanding Succession at Berkshire Hathaway After...
- Links
Atul Gawande on Charlie Rose discussing his latest book, Being Mortal (LINK) Talks at Google: Steve J. Martin discussing the book The small BIG: small changes that spark big influence (video) [H/T ValueWalk] (LINK) Benedict Evans: Mobile Is Eating...