Money and Finance
Howard Marks' CFA Institute Conference Presentation (video) (LINK)
Merryn Somerset Webb interviews Hugh Hendry (Part 3) (LINK) [The complete transcript is also available HERE.)
When Stock Buybacks Are Not a Waste of Money (LINK)
a16z Podcast: The End of Ownership [Interesting discussion on the trend towards access instead of ownership.] (LINK)
a16z Podcast: The Next Phase of 3D Printing (LINK)
Three books I bought or added to my wish list after reading Jeremy Grantham's latest letter (1 new, 2 old):
- Links
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK) Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK) A good 5-minute Howard Marks interview from a couple...
- William Thorndike: "the Outsiders" | Talks At Google
Link to video .................. Book: The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success ...
- Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
- 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
Merryn Somerset Webb interviews Hugh Hendry (Part 2) (LINK) John Malone Talks At Liberty Investor Conference [VIDEOS] (LINK) Evan Osnos wins the non-fiction National Book Award for his book Age of Ambition: Chasing Fortune, Truth, and Faith in the...
Money and Finance
Links
Howard Marks' CFA Institute Conference Presentation (video) (LINK)
When Stock Buybacks Are Not a Waste of Money (LINK)
Related link: Warren Buffett on Share Repurchases
Related book: The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for SuccessThe Difference Between an Investment Firm and a Marketing Firm (LINK)
a16z Podcast: The End of Ownership [Interesting discussion on the trend towards access instead of ownership.] (LINK)
a16z Podcast: The Next Phase of 3D Printing (LINK)
Three books I bought or added to my wish list after reading Jeremy Grantham's latest letter (1 new, 2 old):
- The End of Normal: The Great Crisis and the Future of Growth
- Economics As a Science
- The Image: Knowledge in Life and Society
- Links
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK) Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK) A good 5-minute Howard Marks interview from a couple...
- William Thorndike: "the Outsiders" | Talks At Google
Link to video .................. Book: The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success ...
- Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
- 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
Merryn Somerset Webb interviews Hugh Hendry (Part 2) (LINK) John Malone Talks At Liberty Investor Conference [VIDEOS] (LINK) Evan Osnos wins the non-fiction National Book Award for his book Age of Ambition: Chasing Fortune, Truth, and Faith in the...