Money and Finance
Daniel Yergen on Charlie Rose (LINK)
Jeff Bezos Defends the Fire Phone’s Flop and Amazon’s Dismal Earnings (LINK)
Aswath Damodaran: Up, up and away! A crowd-valuation of Uber! (LINK)
J. Carlo Cannell's letter to Jim Cramer [Which starts about halfway down the page.] (LINK)
Why Our Memory Fails Us (LINK)
- Links
Charlie Munger has little patience for Daily Journal auditors [H/T Will] (LINK) Bill Gross' March Investment Outlook: Sunshine, Lollipops and… (LINK) Bloomberg Odd Lots podcast: How One Analyst Uncovered a $7 Billion Fraud [H/T Abnormal...
- Links
Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
- Links
The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
- Links
Howard Marks' comments on Oaktree's call (LINK) Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK) Walter Isaacson does a reddit AMA [H/T Will] (LINK) Related book: The InnovatorsJim Grant: Complexity:...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...
Money and Finance
Links
Daniel Yergen on Charlie Rose (LINK)
Related book: The Quest: Energy, Security, and the Remaking of the Modern WorldFall of the Bond King: How Gross Lost Empire as Pimco Cracked (LINK)
Jeff Bezos Defends the Fire Phone’s Flop and Amazon’s Dismal Earnings (LINK)
Aswath Damodaran: Up, up and away! A crowd-valuation of Uber! (LINK)
J. Carlo Cannell's letter to Jim Cramer [Which starts about halfway down the page.] (LINK)
Why Our Memory Fails Us (LINK)
- Links
Charlie Munger has little patience for Daily Journal auditors [H/T Will] (LINK) Bill Gross' March Investment Outlook: Sunshine, Lollipops and… (LINK) Bloomberg Odd Lots podcast: How One Analyst Uncovered a $7 Billion Fraud [H/T Abnormal...
- Links
Tim Cook's letter about The Need for Encryption (LINK) Aswath Damodaran: The Disruptive Duo: Amazon and Netflix! (LINK) Matt Ridley's Google Talk about his latest book, The Evolution of Everything: How New Ideas Emerge (LINK) Brain...
- Links
The Collected Wisdom of Seth Klarman (via Santangel's Review) (LINK) The rest of the questions I answered for the great team over at ValueWalk (LINK) Buffett builds rail superhighway to grab truck freight [H/T Linc] (LINK) Why Michael Lewis...
- Links
Howard Marks' comments on Oaktree's call (LINK) Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK) Walter Isaacson does a reddit AMA [H/T Will] (LINK) Related book: The InnovatorsJim Grant: Complexity:...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...