Money and Finance
- Links
Jason Zweig on WealthTrack (video) (LINK) Related book: The Devil's Financial DictionaryEven Michael Lewis Was Surprised Hollywood Bet on The Big Short [H/T Linc] (LINK) Related book: The Big ShortWhy and how do Munger and Buffett...
- Links
Transcript of the chat between Sanjay Bakshi and Shane Parrish (LINK) Transcript of the FRMO Corporation Annual Meeting of Shareholders (LINK) Fred Wilson: Software Is The New Oil (LINK) It makes sense to me that software is the oil of the information...
- Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
- The Most Successful Canadian Dealmaker You’ve Never Heard Of And Will Never See
Link to article: The most successful Canadian dealmaker you’ve never heard of and will never seeIn this age of zero privacy, Mark Leonard has managed to maintain a practically unthinkable level of anonymity for just about any individual—let alone...
- International Business Machines (ibm) Dividend Stock Analysis
I'm finally getting back to posting some stock analyses. For some reason I just didn't have the motivation, I'm not sure if it was a bit of a burn out but I think it was mainly just due to laziness. I don't mind compiling the data...
Money and Finance
Why Software Is Eating The World - By Marc Andreessen
Thanks to Will for passing this along.
This week, Hewlett-Packard (where I am on the board) announced that it is exploring jettisoning its struggling PC business in favor of investing more heavily in software, where it sees better potential for growth. Meanwhile, Google plans to buy up the cellphone handset maker Motorola Mobility. Both moves surprised the tech world. But both moves are also in line with a trend I've observed, one that makes me optimistic about the future growth of the American and world economies, despite the recent turmoil in the stock market.
In short, software is eating the world.
....................
Related article: Software eats part of the world (read Andreessen article first)
- Links
Jason Zweig on WealthTrack (video) (LINK) Related book: The Devil's Financial DictionaryEven Michael Lewis Was Surprised Hollywood Bet on The Big Short [H/T Linc] (LINK) Related book: The Big ShortWhy and how do Munger and Buffett...
- Links
Transcript of the chat between Sanjay Bakshi and Shane Parrish (LINK) Transcript of the FRMO Corporation Annual Meeting of Shareholders (LINK) Fred Wilson: Software Is The New Oil (LINK) It makes sense to me that software is the oil of the information...
- Links
A Dozen Things Learned from Charlie Munger about Capital Allocation (LINK) Jason Zweig: CAN YOU SEE THE FUTURE? PROBABLY BETTER THAN PROFESSIONAL FORECASTERS (LINK) Related book: Superforecasting: The Art and Science of PredictionJohn Burbank...
- The Most Successful Canadian Dealmaker You’ve Never Heard Of And Will Never See
Link to article: The most successful Canadian dealmaker you’ve never heard of and will never seeIn this age of zero privacy, Mark Leonard has managed to maintain a practically unthinkable level of anonymity for just about any individual—let alone...
- International Business Machines (ibm) Dividend Stock Analysis
I'm finally getting back to posting some stock analyses. For some reason I just didn't have the motivation, I'm not sure if it was a bit of a burn out but I think it was mainly just due to laziness. I don't mind compiling the data...