Money and Finance
Buffett's Search for Sure Thing Propels 76-Year Junk Food Quest (LINK)
Aswath Damodaran – Investment Philosophies NYU Classes (LINK)
10 Years of Google and the Importance of Long Term Thinking (LINK)
Lessons of the Great Depression for the Eurozone [H/T @TimHarford] (LINK)
And in case anyone was following Zicom Group, which my partner at Boyles, Matt Miller, presented as an investment idea earlier this year (HERE), they released their Preliminary Final Report, HERE.
- 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 Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition...
- Links
I hadn't seen this until now, though given the popularity of the book I figured this was coming eventually, but 100 to 1 in the stock market appears to have been re-released earlier this year. So if you hadn't gotten your copy yet, now you...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Zicom Group Update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report. Link to: Zicom Group Limited (ASX:ZGL) - Preliminary...
Money and Finance
Links
Buffett's Search for Sure Thing Propels 76-Year Junk Food Quest (LINK)
Aswath Damodaran – Investment Philosophies NYU Classes (LINK)
Related book: The Little Book of ValuationKyle Bass: ‘Singer is holding poor countries as hostages’ [H/T ValueWalk] (LINK)
10 Years of Google and the Importance of Long Term Thinking (LINK)
Lessons of the Great Depression for the Eurozone [H/T @TimHarford] (LINK)
And in case anyone was following Zicom Group, which my partner at Boyles, Matt Miller, presented as an investment idea earlier this year (HERE), they released their Preliminary Final Report, HERE.
- 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 Importance of First Principle Thinking (LINK) [There is also a little bit on this in the book on Elon Musk. From that part of the book, I took a mental note on first principles to ask the questions: What are the physics (or the fundamental definition...
- Links
I hadn't seen this until now, though given the popularity of the book I figured this was coming eventually, but 100 to 1 in the stock market appears to have been re-released earlier this year. So if you hadn't gotten your copy yet, now you...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Zicom Group Update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report. Link to: Zicom Group Limited (ASX:ZGL) - Preliminary...