On Reasonable Imagination
Money and Finance

On Reasonable Imagination


The team at The Manual of Ideas posted an excerpt from the quarterly letter Matt and I wrote for Boyles, in case anyone is interested and hasn't seen it yet.

Link to: On Reasonable Imagination

Matt will also be one of the presenters at the Small-Cap InvestingSummit 2014 which is coming up soon.





- Links
I finally finished the audiobook of Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future over the weekend. I enjoyed it, and also want to point out Appendix 2 in the book, which was a short overview of Musk's thoughts about PayPal,...

- The Manual Of Ideas: Interview With Brian Bares, Chief Investment Officer, Bares Capital
I had posted an excerpt of this interview earlier (HERE), but the entire interview is well worth watching. If you don't have time for the entire 53:09, then I suggest at least making time to watch the first 16:48. A big thanks to Brian Bares for the...

- The Manual Of Ideas: Aquamarine Library Tour With Guy Spier
For some reason, I only posted the interview that The Manual of Ideas did with Guy Spier previously and not the accompanying library tour, which is well worth the watch and posted below. Link ...

- The Manual Of Ideas: Underappreciated Balance Sheet Values
The new issue of The Manual of Ideas is now out. My colleagues – Mike Pruitt and Matt Miller – and I were interviewed in this issue. For more information on this issue or to subscribe, go HERE. To read an excerpt, go HERE. ...

- A Tribute To A Modern Day Hachiko – An Investment Idea From Matt Miller
My colleague, Matt Miller, decided to do a write-up on one of our newest and larger positions, AKITA Drilling Ltd. Although we normally like to keep new ideas quiet for a while, we thought this was another good example to show how we go about our investment...



Money and Finance








.