Money and Finance
Howard Marks' comments on Oaktree's call (LINK)
Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK)
Walter Isaacson does a reddit AMA [H/T Will] (LINK)
Aswath Damodaran on Amazon (LINK)
Aswath Damodaran on HP (LINK)
The Great Philosophers: Henry David Thoreau (LINK)
- Links
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK) Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK) A good 5-minute Howard Marks interview from a couple...
- 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
Howard Marks: $400 Million Invested In Energy-Related Securities In Q4 (LINK) [The full transcript of the call is available HERE.] Amazon Prime Is One of the Most Bizarre Good Business Ideas Ever (LINK) The Pro Dumpster Diver Who's Making Thousands...
- Links
Daniel Yergen on Charlie Rose (LINK) Related book: The Quest: Energy, Security, and the Remaking of the Modern WorldFall of the Bond King: How Gross Lost Empire as Pimco Cracked (LINK) Jeff Bezos Defends the Fire Phone’s Flop and Amazon’s Dismal...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...
Money and Finance
Links
Howard Marks' comments on Oaktree's call (LINK)
Michael Lewis on Charlie Rose discussing the 25th anniversary edition of Liar’s Poker (LINK)
Walter Isaacson does a reddit AMA [H/T Will] (LINK)
Related book: The InnovatorsJim Grant: Complexity: The Hidden Cost of Central Bank Actions (LINK)
Aswath Damodaran on Amazon (LINK)
Aswath Damodaran on HP (LINK)
The Great Philosophers: Henry David Thoreau (LINK)
Related book: Walden and Civil Disobedience
- Links
Your must-read of the day.... A review, and some great personal reflections, after reading the book Not Fade Away (LINK) Umberto Eco Dies at 84; Leaves Behind Advice to Aspiring Writers (LINK) A good 5-minute Howard Marks interview from a couple...
- 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
Howard Marks: $400 Million Invested In Energy-Related Securities In Q4 (LINK) [The full transcript of the call is available HERE.] Amazon Prime Is One of the Most Bizarre Good Business Ideas Ever (LINK) The Pro Dumpster Diver Who's Making Thousands...
- Links
Daniel Yergen on Charlie Rose (LINK) Related book: The Quest: Energy, Security, and the Remaking of the Modern WorldFall of the Bond King: How Gross Lost Empire as Pimco Cracked (LINK) Jeff Bezos Defends the Fire Phone’s Flop and Amazon’s Dismal...
- Links
Part 2 of Charlie Rose's interview with Tim Cook [Part 1 is HERE] (LINK) Aswath Damodaran on Alibaba's Corporate Governance (LINK) Jason Zweig: If You Buy Alibaba, Be Ready for a Rough Ride (LINK) James Altucher interviews Peter Thiel...