Money and Finance
Link
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
The WSJ has written a couple of critical articles on Theranos, HERE and HERE. Theranos responded with a statement HERE. Elizabeth Holmes was also on CNBC discussing things HERE. Bethany McLean talks to Felix Salmon about Fannie and Freddie, and her...
- Links
GMO founder Grantham says markets ‘ripe for major decline’ in 2016 (LINK) A well-known fund manager who foresaw the Japanese crash, the dotcom bubble and the global financial crisis has predicted that markets will be “ripe for a major decline”...
- Links
An old (July 1999) article on Warren Buffett worth reviewing: The Warren Buffett You Don't Know [H/T Linc] (LINK) ValueWalk with another excerpt from Arlington Value's annual letter (LINK) Bust A Move: Tap Dancing to Work (LINK) This...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
Money and Finance
The Rise and Decline of Nations and Civilizations
Thanks to James for passing this along. Jared Diamond, Niall Ferguson, and James Robinson are the featured speakers. This also reminds me of the short book Jeremy Grantham recommended in his latest letter, Immoderate Greatness: Why Civilizations Fail.
Link
- Links
Seth Alexander and Joel Cohen of MIT Investment Management Company talk to Sanjay Bakshi's class (LINK) Warren Buffett and the Great Salad Oil Swindle [H/T Linc] (LINK) Related book: Dear Chairman: Boardroom Battles and the Rise of Shareholder...
- Links
The WSJ has written a couple of critical articles on Theranos, HERE and HERE. Theranos responded with a statement HERE. Elizabeth Holmes was also on CNBC discussing things HERE. Bethany McLean talks to Felix Salmon about Fannie and Freddie, and her...
- Links
GMO founder Grantham says markets ‘ripe for major decline’ in 2016 (LINK) A well-known fund manager who foresaw the Japanese crash, the dotcom bubble and the global financial crisis has predicted that markets will be “ripe for a major decline”...
- Links
An old (July 1999) article on Warren Buffett worth reviewing: The Warren Buffett You Don't Know [H/T Linc] (LINK) ValueWalk with another excerpt from Arlington Value's annual letter (LINK) Bust A Move: Tap Dancing to Work (LINK) This...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...