Money and Finance
Links
Profit Margins Don’t Matter: Ignore Them, and Focus on ROEs Instead (LINK)
Michael Lewis reviews Tim Geithner’s book Stress Test (LINK)
Related book: Stress Test: Reflections on Financial Crises
Lessons From Cable Cowboy John Malone (LINK)
Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable Business
10 Life Lessons From a Navy SEAL (LINK)
Lacy Hunt: The Dark Side of Debt (LINK)
London Value Investor Conference Notes 2014 (LINK)
The empire of Alain de Botton (LINK)
Book of note (recommended by Marc Andreessen in his EconTalk interview): Infamous Scribblers: The Founding Fathers and the Rowdy Beginnings of American Journalism
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Links
How America Lost Track of Ben Franklin’s Definition of Success [H/T @AlexRubalcava] (LINK) [Related book: The Autobiography of Benjamin Franklin] According to Franklin, what mattered in business was humility, restraint, and discipline....
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Links
Phil DeMuth's Daily Journal Annual Meeting Notes, Part 2 (LINK) Tips from Buffett, Bloomberg and Marina Abramović [H/T @GSpier] (LINK) Related book: Getting There: A Book of MentorsHow Spanx Got Me an Interview With Warren Buffett (It's Not What...
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Links
Munger’s Psychology Mindmapped (LINK) [A great post, and similar to what I'm doing with Munger's speech via a memory palace. The one thing I would recommend is using the speech from Poor Charlie's Almanack and not the online text from 1995,...
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What Timothy Geithner Really Thinks
Geithner’s book, Stress Test: Reflections on Financial Crises, which Warren Buffett recommended, is available today. And for entertainment, read the 3 (as of this posting) Amazon reviews by people who obviously have not read the book. Link to article:...
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Mavericks Lecture 2012: John Malone
This is from last year, but the previous posted reminded me of it, and it doesn't appear I had posted it before. Link ................... Related book: Cable Cowboy: John Malone and the Rise of the Modern Cable Business
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Money and Finance