Money and Finance
Links
Horizon Kinetics: 3rd Quarter 2014 Commentary (LINK)
Broyhill Q3 Letter (LINK)
Google Thinks Amazon Is Its Biggest Competitor. Here’s why. [H/T The Big Picture] (LINK)
Related books: How Google Works; The Everything Store (which was also a good audiobook)
The Empire Reboots: Bethany McLean's profile of Microsoft and its leadership [H/T Phil] (LINK)
Nassim Taleb: RELIGION vs ATHEISM (LINK)
Ed Catmull of Walt Disney and Pixar Animation Studio (LINK) [I've linked to this interview before, which is Catmull discussing his excellent book Creativity, Inc., but I wanted to highlight a particular segment from 37:52-42:38. In it, Catmull discusses Disney Animation, which he and John Lasseter were asked to run after the Disney acquisition of Pixar. Disney Animation had produced some huge hits in the '90s, and then went on a long run of failures. But they were able to change some of the principles and philosophy to completely turn things around, and the most interesting part to me is that it was all done with essentially the same people that were there when they were failing.]
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Links
TED Talk - Tim Harford: How messy problems can inspire creativity (video) (LINK) The $500 Million Battle Over Disney’s Princesses: How Hasbro grabbed the lucrative Disney doll business from Mattel (LINK) [H/T @ChrisPavese] (LINK) Greg Ip on EconTalk...
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Links
60 Minutes on The Future of Money (video) (LINK) A "mobile money" revolution has swept Kenya, where people can send and receive money on their cell phones. It's improved commerce and brought basic necessities to poorer areasHoward Marks on Bloomberg...
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Links
Guy Spier discussing his book, The Education of a Value Investor (LINK) Steven Levy interviews Eric Schmidt (LINK) Related books: How Google Works (new), and In The Plex (a Charlie Munger recommendation from a few years ago)Howard Marks Discusses...
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Ed Catmull: Creativity, Inc.
Link to video ................ Book: Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration(Kindle format, Audio CD) Related link: Ed Catmull interview at the Stanford Entrepreneurial Thought Leader Seminar Related previous...
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Finally: A Business Memoir That Owes More To Nassim Taleb Than To Jack Welch
An article about the book Creativity, Inc., which Michael Mauboussin called (via Twitter) the best business book he’s read in a long time. Link to article: Finally: A Business Memoir That Owes More To Nassim Taleb Than To Jack WelchIn the Uffizi gallery...
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