Money and Finance
Don Graham Is Not Slowing Down After Sale of The Washington Post [H/T Will] (LINK)
Bruce Berkowitz's Q2 Letter (LINK)
Buffett Waits on Fat Pitch as Cash Hoard Tops $50 Billion (LINK)
New Drilling Largely Driven By Debt (LINK)
What's Wrong With this Chinese Town? [H/T Will] (LINK)
Malcolm Gladwell: "The Cooked Ladder" (LINK)
Books to check out (mentioned by Nassim Taleb in Fooled by Randomness):
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
East Coast Q4 2014 Letter: All Is Well Since All Grows Better (LINK) Allan Mecham’s Arlington Value Capital 2014 Annual Letter (LINK) Cantab Capital Partners: Cursed by Randomness [H/T @george_cooper__) (LINK) Fireside Chat with Eric Schmidt and Sal...
- Links
Louis Hyman lecture on his book Borrow: The American Way of Debt [H/T Matt] (LINK) Brain Pickings discusses Atul Gawande's Being Mortal (LINK) Heather Capital: How a $600 Million Hedge Fund Disappeared (LINK) On-the-record remarks by Claudio...
- Links
Deep Value Master, Walter Schloss (LINK) I also posted a few quotes from the 1989 OID interview on Twitter over the past week, such as a Walter Schloss' comment on Ben Graham: "The difference is Graham didn't really like investments. He liked...
- 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...
Money and Finance
Links
Don Graham Is Not Slowing Down After Sale of The Washington Post [H/T Will] (LINK)
Bruce Berkowitz's Q2 Letter (LINK)
Buffett Waits on Fat Pitch as Cash Hoard Tops $50 Billion (LINK)
New Drilling Largely Driven By Debt (LINK)
What's Wrong With this Chinese Town? [H/T Will] (LINK)
Malcolm Gladwell: "The Cooked Ladder" (LINK)
Books to check out (mentioned by Nassim Taleb in Fooled by Randomness):
Descartes' Error: Emotion, Reason, and the Human Brain
The Emotional Brain: The Mysterious Underpinnings of Emotional Life
- Links
Nassim Nicholas Taleb's interview at the Tomorrow Conference in June 2015 (video) [H/T ValueWalk] (LINK) Related book: AntifragileRichard Thaler talks to Barry Ritholtz about his book, Misbehaving: The Making of Behavioral Economics (LINK)...
- Links
East Coast Q4 2014 Letter: All Is Well Since All Grows Better (LINK) Allan Mecham’s Arlington Value Capital 2014 Annual Letter (LINK) Cantab Capital Partners: Cursed by Randomness [H/T @george_cooper__) (LINK) Fireside Chat with Eric Schmidt and Sal...
- Links
Louis Hyman lecture on his book Borrow: The American Way of Debt [H/T Matt] (LINK) Brain Pickings discusses Atul Gawande's Being Mortal (LINK) Heather Capital: How a $600 Million Hedge Fund Disappeared (LINK) On-the-record remarks by Claudio...
- Links
Deep Value Master, Walter Schloss (LINK) I also posted a few quotes from the 1989 OID interview on Twitter over the past week, such as a Walter Schloss' comment on Ben Graham: "The difference is Graham didn't really like investments. He liked...
- 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...