Money and Finance
Some Seth Klarman links from csinvesting (LINK)
Nassim Taleb: Some additional Aphorisms, Rules, and Heuristics (LINK)
Ben Hunt: Fear and Loathing on the Marketing Trail (LINK)
Shoppers Are Fleeing Physical Stores (LINK)
Coal Exporters Not Backing Down Despite Supply Glut (LINK)
Rosetta Reaches At Comet 67-P After 10 Years (LINK)
- Links
ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] (LINK) Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2) Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK) Elon Musk:...
- Links
Nassim Taleb on the success of Munger-Buffett (LINK) So I figured out something about the success of Munger-Buffett. It is not in the strategies they run, but in their very, very, very strong filtering. Simply it is generalized flaneuring. Charlie...
- Links
A Dozen Things Learned from Peter Thiel (LINK) Related book: Zero to One: Notes on Startups, or How to Build the FutureBarry Ritholtz Interviews Jeff Gundlach (MP3) (LINK) What central banks should do to deal with bubbles (LINK) Religion, Heuristics,...
- A Few Lessons From Sherlock Holmes
Farnam Street with an excellent post on Peter Bevelin’s new book, A Few Lessons from Sherlock Holmes. Nassim Taleb also wrote a review on Amazon of the book, in which he said: "We Sherlock Holmes fans, readers, and secret imitators need a map. Here...
- Working Together: Why Great Partnerships Succeed
Michael Eisner has written a new book in which the partnership of Warren Buffett and Charlie Munger is one of the featured partnerships. Link to: Working Together: Why Great Partnerships Succeed ...
Money and Finance
Links
Some Seth Klarman links from csinvesting (LINK)
Nassim Taleb: Some additional Aphorisms, Rules, and Heuristics (LINK)
Ben Hunt: Fear and Loathing on the Marketing Trail (LINK)
Shoppers Are Fleeing Physical Stores (LINK)
Coal Exporters Not Backing Down Despite Supply Glut (LINK)
Rosetta Reaches At Comet 67-P After 10 Years (LINK)
Book to check out, which I believe I saw Dan Pink recommend on Twitter: Powers of Two: Finding the Essence of Innovation in Creative Pairs (it looks similar to Michael Eisner's Working Together: Why Great Partnerships Succeed, which Amazon is currently selling for less than $5).
An important question to think about if you read the books above is--as Peter Bevelin discussed in my interviews with him--Compared to what? Are there not many people/partnerships that have done the same things and failed? As Peter said in our interview:
What is the evidence? Can I disprove it? Compared to what (including negative cases and non-events)? Randomness content? If I believe this, what would follow? What would I have to check out? What ideas can help me? I wrote more about this in part three of my book.
- Links
ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] (LINK) Nice write-ups on the 3G Culture [H/T Linc] (Part 1, Part 2) Related book: DREAM BIGBottom Keeps Falling for Energy-Debt Investors (LINK) Elon Musk:...
- Links
Nassim Taleb on the success of Munger-Buffett (LINK) So I figured out something about the success of Munger-Buffett. It is not in the strategies they run, but in their very, very, very strong filtering. Simply it is generalized flaneuring. Charlie...
- Links
A Dozen Things Learned from Peter Thiel (LINK) Related book: Zero to One: Notes on Startups, or How to Build the FutureBarry Ritholtz Interviews Jeff Gundlach (MP3) (LINK) What central banks should do to deal with bubbles (LINK) Religion, Heuristics,...
- A Few Lessons From Sherlock Holmes
Farnam Street with an excellent post on Peter Bevelin’s new book, A Few Lessons from Sherlock Holmes. Nassim Taleb also wrote a review on Amazon of the book, in which he said: "We Sherlock Holmes fans, readers, and secret imitators need a map. Here...
- Working Together: Why Great Partnerships Succeed
Michael Eisner has written a new book in which the partnership of Warren Buffett and Charlie Munger is one of the featured partnerships. Link to: Working Together: Why Great Partnerships Succeed ...