Money and Finance
The Sunday posts apparently didn't go out to all of those who subscribe by email. If you missed it, I had one slightly longer post about fundamentals, which you can find HERE.
Shane Parrish reviews Guy Spier's The Education of a Value Investor, which was officially released today (LINK)
Chris Mayer: How “Focus Investing” Can Save Your Portfolio (LINK)
Aswath Damodaran revisits his Alibaba valuation (LINK)
a16z Podcast: Everything You Need to Know About Amazon (LINK)
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- 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
Sanjay Bakshi: What GEICO’s Customer Acquisition and Associated Costs Taught Me about Business Economics, Management Quality, and Valuation (LINK) David Einhorn Blames Worst Month Since October 2008 On “Challenging” Market (LINK) Chris Mayer on...
- Shane Parrish's 2015 Daily Journal Meeting Notes
Shane Parrish has finished his extensive notes from the 2015 Daily Journal Meeting. Shane is charging $33 for them. And while there are free notes from the meeting out there, these will be the best by a long shot. And it’s also a way to show your...
- 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:...
Money and Finance
Links
The Sunday posts apparently didn't go out to all of those who subscribe by email. If you missed it, I had one slightly longer post about fundamentals, which you can find HERE.
Shane Parrish reviews Guy Spier's The Education of a Value Investor, which was officially released today (LINK)
Chris Mayer: How “Focus Investing” Can Save Your Portfolio (LINK)
Aswath Damodaran revisits his Alibaba valuation (LINK)
a16z Podcast: Everything You Need to Know About Amazon (LINK)
- Links
An Interview with Bill Gates on the Future of Energy (LINK) A Dozen Ways Charlie Munger Thinks like Philip Tetlock Suggests in his New Book Superforecasting (LINK) Related book: Superforecasting: The Art and Science of PredictionHorizon Kinetics: 3rd...
- 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
Sanjay Bakshi: What GEICO’s Customer Acquisition and Associated Costs Taught Me about Business Economics, Management Quality, and Valuation (LINK) David Einhorn Blames Worst Month Since October 2008 On “Challenging” Market (LINK) Chris Mayer on...
- Shane Parrish's 2015 Daily Journal Meeting Notes
Shane Parrish has finished his extensive notes from the 2015 Daily Journal Meeting. Shane is charging $33 for them. And while there are free notes from the meeting out there, these will be the best by a long shot. And it’s also a way to show your...
- 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:...