Sunday, October 22, 2017


Amazon is retiring the aStore feature on October 27th. So I'll be adding as many titles as I can between now and then to this page, which will serve as the new recommended reading page once the aStore is retired. While I may not have time to get them all moved over in time, I'll at least add some of my favorites from each discipline, as well as all the business biographies, and then add and update everything else over time.

As of now, the order of the categories listed below are:

  • Investing
  • Thinking - Mental Models
  • Leadership
  • Business Biographies
  • Industry Books
    • Insurance
    • Banking
    • [more to come]
  • Psychology and Behavioral Economics
  • Biology
  • Physics
  • Chemistry
  • Probability - Math - Statistics
  • [more to come]



The Intelligent Investor

The Intelligent Investor (Revised Edition)

Security Analysis: The Classic 1934 Edition

Security Analysis: Sixth Edition

Berkshire Hathaway Letters to Shareholders (Kindle)

Common Stocks and Uncommon Profits

The Most Important Thing

The Most Important Thing Illuminated

Margin of Safety

Value Investing: From Graham to Buffett and Beyond

You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits

The Aggressive Conservative Investor

100 to 1 in the Stock Market

100 Baggers

Creative Cash Flow Reporting

Financial Shenanigans

The Art of Short Selling

Fooled by Randomness

The Black Swan


Thinking - Mental Models

A Few Lessons from Sherlock Holmes


It's Your Ship: Management Techniques from the Best Damn Ship in the Navy

Plain Talk: Lessons from a Business Maverick

The Carolina Way: Leadership Lessons from a Life in Coaching

Business Biographies

Les Schwab Pride in Performance: Keep It Going

Men and Rubber: The Story of Business

Sam Walton: Made In America

Titan: The Life of John D. Rockefeller, Sr.

Andrew Carnegie

Buffett: The Making of an American Capitalist

Shoe Dog: A Memoir by the Creator of Nike

The Everything Store

Delivering Happiness

Creativity, Inc.

Hard Drive: Bill Gates and the Making of the Microsoft Empire

Steve Jobs

In The Plex

A Curious Discovery

Be My Guest

Half Luck and Half Brains: The Kemmons Wilson, Holiday Inn Story

The Spirit to Serve Marriott's Way

Without Reservations: How a Family Root Beer Stand Grew into a Global Hotel Company

Distant Force: A Memoir of the Teledyne Corporation and the Man Who Created It

Cable Cowboy: John Malone and the Rise of the Modern Cable Business

The King of Cash

Dream Big

Leading By Design: The Ikea Story

Sol Price Retail Revolutionary & Social Innovator

Maverick: The Success Story Behind the World's Most Unusual Workplace

I Invented the Modern Age: The Rise of Henry Ford

My Years with General Motors

On a Clear Day You Can See General Motors: John Z. DeLorean's Look Inside the Automotive Giant

Once Upon a Car: The Fall and Resurrection of America's Big Three Automakers--GM, Ford, and Chrysler

Walt Disney: The Triumph of the American Imagination


Shaw Industries: A History

For God, Country, and Coca-Cola: The Definitive History of the Great American Soft Drink and the Company That Makes It

Citizen Coke: The Making of Coca-Cola Capitalism

Grinding It Out: The Making of McDonald's

McDonald's: Behind The Arches

In-N-Out Burger: A Behind-the-Counter Look at the Fast-Food Chain That Breaks All the Rules

How Did You Do It, Truett?: A Recipe for Success

Colonel Sanders and the American Dream

The Emperors of Chocolate: Inside the Secret World of Hershey and Mars

Minding the Store

Pour Your Heart Into It: How Starbucks Built a Company One Cup at a Time

A. P. Giannini: Banker of America

The House of Morgan: An American Banking Dynasty and the Rise of Modern Finance

The Partnership: The Making of Goldman Sachs

American Express: The Unofficial History of the People Who Built the Great Financial Empire

Citibank, 1812-1970

What I Learned Before I Sold to Warren Buffett

Jim Clayton: First a Dream

The Pampered Chef

The Man from Zara

Confessions of an Advertising Man

Setting the Table: The Transforming Power of Hospitality in Business

Aiming High - A Biography of Masayoshi Son

Sons of Wichita: How the Koch Brothers Became America's Most Powerful and Private Dynasty

Y. K. Pao: My Father

The Billionaire Who Wasn't: How Chuck Feeney Secretly Made and Gave Away a Fortune

The Warburgs

The Last Tycoons: The Secret History of Lazard Frères & Co.

Why Should White Guys Have All the Fun?: How Reginald Lewis Created a Billion-Dollar Business Empire

Mellon: An American Life

The First Tycoon: The Epic Life of Cornelius Vanderbilt

James J. Hill & The Opening of the Northwest

The Maverick and His Machine: Thomas Watson, Sr. and the Making of IBM

Father, Son & Co.: My Life at IBM and Beyond

Who Says Elephants Can't Dance

The Farmer from Merna: A Biography of George J. Mecherle and a History of the State Farm Insurance Companies of Bloomington, Illinois

Simon Marks: Retail Revolutionary

Nuts!: Southwest Airlines' Crazy Recipe for Business and Personal Success

Ryanair: How a Small Irish Airline Conquered Europe

The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World's Most Important Company

Comic Wars: Marvel's Battle For Survival

Ling: The Rise, Fall, and Return of a Texas Titan

King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone

The Great A&P and the Struggle for Small Business in America

Skygods: The Fall of Pan Am

Barbarians at the Gate: The Fall of RJR Nabisco

Conspiracy of Fools

Beam, Straight Up: The Bold Story of the First Family of Bourbon

Quench Your Own Thirst: Business Lessons Learned Over a Beer or Two

The Beer Monopoly: How brewers bought and built for world domination

The John Deere Way: Performance that Endures

Good to Great to Gone: The 60 Year Rise and Fall of Circuit City

Morgan: American Financier

The Rise and Fall of the Conglomerate Kings

The Making of a Blockbuster

Flameout: The Rise and Fall of Burger Chef

The King Of California: J.G. Boswell and the Making of A Secret American Empire

Built from Scratch: How a Couple of Regular Guys Grew The Home Depot from Nothing to $30 Billion

Invisible Giants: The Empires of Cleveland's Van Sweringen Brothers

Plain Talk: Lessons from a Business Maverick

Against the Odds: An Autobiography - By James Dyson

Alibaba: The House That Jack Ma Built

Habit of Labor: Lessons from a Life of Struggle and Success

Leadership Lessons from a UPS Driver: Delivering a Culture of We, Not Me

The HP Way

Bill & Dave: How Hewlett and Packard Built the World's Greatest Company

Better Way to Build: A History of the Pankow Companies

Kiewit: An Uncommon Company

The Wizard of Menlo Park: How Thomas Alva Edison Invented the Modern World

Spark: How Old-Fashioned Values Drive a Twenty-First-Century Corporation: Lessons from Lincoln Electric's Unique Guaranteed Employment Program

Junk to Gold: From Salvage to the World’s Largest Online Auto Auction

Let My People Go Surfing

Broadlooms and Businessmen: A History of the Bigelow-Sanford Carpet Company

The Upstarts: How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing the World

Genentech: The Beginnings of Biotech

1,000 Dollars and an Idea: Entrepreneur to Billionaire

Startup: A Silicon Valley Adventure

Limping on Water: My 40-Year Adventure with One of America's Outstanding Communications Companies

The Story

One Buck at a Time: An Insider's Account of How Dollar Tree Remade American Retail

Six Tires, No Plan: The Impossible Journey of the Most Inspirational Leader That (Almost) Nobody Knows

Industry Books


Understanding the Insurance Industry (A.M. Best)

Invisible Bankers: Everything the Insurance Industry Never Wanted You to Know

Theory and Practice of Insurance

Financial Statement Analysis for Non-Financial Managers: Property and Casualty Insurance

Basic Concepts of Accounting and Taxation of Property/Casualty Insurance Companies

Fundamentals of Risk and Insurance (Vaughan)

Insurance Theory and Practice (Thoyts)

Insurance and Behavioral Economics: Improving Decisions in the Most Misunderstood Industry


The Bank Director's Handbook

A History of Banking in the United States (Sumner)

A Blueprint for Better Banking: Svenska Handelsbanken and a proven model for more stable and profitable banking

Biography of a Bank: The Story of Bank of America 

Analyzing and Investing in Community Bank Stocks 

The Principles of Banking (Choudhry)

Psychology and Behavioral Economics

The Undoing Project: A Friendship That Changed Our Minds

Thinking, Fast and Slow

Influence: The Psychology of Persuasion

Pre-Suasion: A Revolutionary Way to Influence and Persuade

Yes!: 50 Scientifically Proven Ways to Be Persuasive

Everyday Irrationality: How Pseudo- Scientists, Lunatics, And The Rest Of Us Systematically Fail To Think Rationally

Misbehaving: The Making of Behavioral Economics

The Crowd: A Study of the Popular Mind

Strangers to Ourselves: Discovering the Adaptive Unconscious

Thinking and Deciding

Explaining Social Behavior: More Nuts and Bolts for the Social Sciences

Biology and Evolution

For an intro to all of biology, as opposed to the evolutionary focus of the majority of the books below, I recommend checking out The Great Courses, and the course Biology: The Science of Life.

From So Simple a Beginning: Darwin's Four Great Books (Voyage of the Beagle, The Origin of Species, The Descent of Man, The Expression of Emotions in Man and Animals)

The Greatest Show on Earth: The Evidence for Evolution

The Selfish Gene

The Extended Phenotype

The Blind Watchmaker

River Out of Eden

The Ancestor's Tale

Climbing Mount Improbable

Unweaving the Rainbow

The Social Conquest of Earth

Journey to the Ants: A Story of Scientific Exploration

Evolution: What the Fossils Say and Why It Matters

The Emperor of All Maladies: A Biography of Cancer

The Gene: An Intimate History

The Double Helix: A Personal Account of the Discovery of the Structure of DNA

Genome: The Autobiography of a Species in 23 Chapters

The Vital Question: Energy, Evolution, and the Origins of Complex Life

Genetics: A Conceptual Approach

Behave: The Biology of Humans at Our Best and Worst

Why Zebras Don't Get Ulcers

The Song of the Dodo: Island Biogeography in an Age of Extinction

I Contain Multitudes: The Microbes Within Us and a Grander View of Life


VIDEOS: Lectures by Walter Lewin

Mr Tompkins in Paperback

Six Easy Pieces: Essentials of Physics Explained by Its Most Brilliant Teacher

Six Not-So-Easy Pieces: Einstein’s Relativity, Symmetry, and Space-Time

The Character of Physical Law 

QED: The Strange Theory of Light and Matter

The Feynman Lectures on Physics

E=mc2: A Biography of the World's Most Famous Equation

Get a Grip on Physics

Basic Physics: A Self-Teaching Guide

Seven Brief Lessons on Physics

The Laws of Thermodynamics: A Very Short Introduction

Thermodynamics For Dummies

Into the Cool: Energy Flow, Thermodynamics, and Life

Faraday, Maxwell, and the Electromagnetic Field: How Two Men Revolutionized Physics

Structures: Or Why Things Don't Fall Down


The Disappearing Spoon: And Other True Tales of Madness, Love, and the History of the World from the Periodic Table of the Elements

Probability - Math - Statistics

Taking Chances: Winning with Probability

Probability: A Very Short Introduction 

Probability: For the Enthusiastic Beginner

The Drunkard's Walk

How Not to Be Wrong: The Power of Mathematical Thinking

How to Lie with Statistics

Naked Statistics

Math, Better Explained: Learn to Unlock Your Math Intuition

The Theory That Would Not Die: How Bayes' Rule Cracked the Enigma Code, Hunted Down Russian Submarines, and Emerged Triumphant from Two Centuries of Controversy

Friday, October 20, 2017


"...we take the reasons that people give for their actions and beliefs, and our own reasons for our actions and beliefs, much too seriously." -Daniel Kahneman

Daniel Kahneman: Why We Contradict Ourselves and Confound Each Other [H/T Phil] (LINK)

The Theory of Maybes - by Morgan Housel (LINK)

More '29 than '87 - By Edward Chancellor (LINK)

Mohnish Pabrai's ET NOW Interview on Compounding [Part 1 was linked to previously.] (LINK)

Warren Buffett's Mosquito: Mark Cohodes [H/T Linc] (LINK)

The Big Story: Edge of The Cliff | Real Vision (video) (LINK)

Canceling Puerto Rico Debt ‘Impractical,’ Says Hedge Fund Billionaire Klarman (LINK)

Why Investors Can’t Get Enough of Tajikistan’s Debt [H/T @Connor_Leonard] (LINK)

A Boom in Credit Cards: Great News for Banks, Less So Consumers [H/T @Sanjay__Bakshi] (LINK)

Amazon Expands in Brazil, Making Worst-Kept Secret Official (LINK)

Google Is So Big, It Is Now Shaping Policy to Combat the Opioid Epidemic. And It's Screwing It Up. (LINK) [You can also listen to this article on YouTube, HERE.]

The people vs. the opioid industrial complex. (LINK)

Adventures in Finance podcast -- Black Monday: First Hand Accounts of the 87 Crash (LINK)

Grant’s Podcast: Financial revelations of the day [Starts with an apology to Bridgewater about one of the claims they made in a recent Grant's issue.] (LINK)

Exponent podcast: Episode 128 — Counterfactuals (LINK)

Sam Altman: "The Winding Path of Progress" | Talks at Google (LINK)

Insects Are In Serious Trouble - by Ed Yong (LINK)

Will the World's Most Worrying Flu Virus Go Pandemic? - by Ed Yong (LINK)

Wednesday, October 18, 2017

Josh Waitzkin with Adam Robinson – Alan Howard Foundation / JW3 Speaker Series (Full Video)

Josh Waitzkin with Adam Robinson – Alan Howard Foundation / JW3 Speaker Series

Benjamin Franklin's Closing Speech at the Constitutional Convention, September 17, 1787

Mr President,

I confess that I do not entirely approve this Constitution at present, but sir, I am not sure I shall never approve it: for having lived long, I have experienced many instances of being obliged, by better information or fuller consideration, to change opinions even on important subjects, which I once thought right, but found to be otherwise. It is therefore that the older I grow the more apt I am to doubt my own judgment, and to pay more respect to the judgment of others. Most men indeed as well as most sects in religion, think themselves in possession of all truth, and that wherever others differ from them it is so far error. Steele, a Protestant in a dedication tells the pope, that the only difference between our two churches in their opinions of the certainty of their doctrine, is, the Romish church is infallible, and the Church of England is never in the wrong. But though many private persons think almost as highly of their own infallibility, as of that of their sect, few express it so naturally as a certain French lady, who in a little dispute with her sister, said, I don’t know how it happens, sister, but I meet with no body but myself that’s always in the right. Il n’y a que moi a toujours raison.

In these sentiments, sir, I agree to this Constitution, with all its faults, if they are such; because I think a general government necessary for us, there is no form of government but what may be a blessing to the people if well administered; and I believe farther that this is likely to be well administered for a course of years, and can only end in despotism as other forms have done before it, when the people shall become so corrupted as to need despotic government, being incapable of any other. I doubt too whether any other convention we can obtain, may be able to make a better Constitution: for when you assemble a number of men to have the advantage of their joint wisdom, you inevitably assemble with those men all their prejudices, their passions, their errors of opinion, their local interests, and their selfish views. From such an assembly can a perfect production be expected? It therefore astonishes me, sir, to find this system approaching so near to perfection as it does; and I think it will astonish our enemies, who are waiting with confidence to hear that our councils are confounded, like those of the builders of Babel, and that our states are on the point of separation, only to meet hereafter for the purpose of cutting one another's throats. 

Thus I consent, sir, to this Constitution because I expect no better, and because I am not sure that it is not the best. The opinions I have had of its errors, I sacrifice to the public good. I have never whispered a syllable of them abroad. Within these walls they were born, and here they shall die. If every one of us in returning to our constituents were to report the objections he has had to it, and endeavor to gain partisans in support of them, we might prevent its being generally received, and thereby lose all the salutary effects and great advantages resulting naturally in our favor among foreign nations, as well as among ourselves, from our real or apparent unanimity. 

Much of the strength and efficiency of any government in procuring and securing happiness to the people depends on opinion, on the general opinion of the goodness of that government as well as of the wisdom and integrity of its governors. I hope therefore that for our own sakes, as a part of the people, and for the sake of our posterity we shall act heartily and unanimously in recommending this Constitution, wherever our influence may extend, and turn our future thoughts and endeavors to the means of having it well administered.

On the whole, sir, I cannot help expressing a wish, that every member of the convention, who may still have objections to it, would with me on this occasion doubt a little of his own infallibility, and to make manifest our unanimity put his name to this instrument.


Tuesday, October 17, 2017


"Forget everything else. Keep hold of this alone and remember it: Each one of us lives only now, this brief instant. The rest has been lived already, or is impossible to see." -Marcus Aurelius

Graham & Doddsville: Fall 2017 (LINK)

Opinions on Everything (LINK)

Goodbye Gatekeepers - by Ben Thompson (LINK)

Your Next Home Could Run on Batteries [H/T @morganhousel] (LINK)

Loss Leader or Value Creator? Deconstructing Amazon Prime - by Aswath Damodaran (LINK)

Can We have an ETF Meltdown? - by Rick Bookstaber (LINK)

Nassim Taleb on Black Monday, Fed, Market Lessons (video) (LINK)

Jim Chanos Shares 'Bizarre' Black Monday Experience (video) [H/T ValueWalk] (LINK)

"60 Minutes" on the opioid crisis (video) (LINK)
Whistleblower Joe Rannazzisi says drug distributors pumped opioids into U.S. communities -- knowing that people were dying -- and says industry lobbyists and Congress derailed the DEA's efforts to stop it
The Family Making Billions From The Opioids Crisis [H/T The Browser] (LINK)

"60 Minutes" talks with Danny Meyer [from last week] (video) (LINK)
Related books: 1) Setting the Table; 2) Shake Shack: Recipes & Stories
Tim Urban talks with Patrick O'Shaughnessy (podcast) (LINK)

What Facebook Did to American Democracy [H/T The Browser] (LINK)

Containers: An 8-part audio documentary (and podcast) about how global trade has transformed the economy and ourselves (LINK)

TED Talk -- Kristin Poinar: What's hidden under the Greenland ice sheet? (LINK)

How Domestication Ruined Dogs' Pack Instincts - by Ed Yong (LINK)

The Microbes That Supercharge Termite Guts - by Ed Yong (LINK)

Walter Isaacson talks to Charlie Rose about his latest biography, Leonardo da Vinci, which was released today (video) (LINK)

Ebook of the day (You can also read the posts that make up the ebook for free online, HERE.): The Elon Musk Blog Series: Wait But Why

Sunday, October 15, 2017


"The struggle ends when gratitude begins." -Neale Donald Walsch [H/T Ferriss]

"For me, Benjamin Franklin and Leonardo da Vinci have the same life lesson, which is: be interested in everything.... If you can be interested in everything, if you can be cross-disciplinary, then you can see the patterns of our cosmos, and how we connect to them. And that's the magic of Ben Franklin, but even of Steve Jobs...and of course the ultimate of that is Leonardo da Vinci, who was the greatest creative genius in history because he spanned disciplines." -Walter Isaacson [In his answer to the first question in podcast below.]

Walter Isaacson talks with Tim Ferriss (podcast) (LINK)
Related book: Leonardo da Vinci
The Case Against Bridgewater Isn't Proven - by Matt Levine (LINK)

Mohnish Pabrai with a brief interview on ET NOW last week (video) (LINK)

How China’s first ‘silk road’ slowly came to life – on the water [H/T Claire Barnes] (LINK)

What Killed Post-Break Up AT&T? What Lessons can be Learned from this Titanic Modern Failure? - by Tren Griffin (LINK)

Waymo Safety Report  (an overview of how their cars work) [H/T Recode] (LINK)

Scott Galloway's Ask Me Anything on Reddit (LINK)
Related book: The Four
The scale of tech winners - by Benedict Evans (LINK)

a16z Podcast: Platforming the Future (LINK)
Related book: WTF?: What's the Future and Why It's Up to Us
Exponent Podcast: Episode 127 — The Worst-Case Scenario (LINK)

FT Alphachat Podcast: Richard Florida on geographic inequality (LINK)
Related book: The New Urban Crisis
Adventures in Finance Podcast: 37 - Hours from Oblivion: Inside the White House During The Cuban Missile Crisis (LINK)

Atul Gawande: "Being Mortal: Medicine and What Matters in the End" | Talks at Google (LINK)

Jimmy Soni & Rob Goodman: "A Mind at Play: How Claude Shannon Invented the Information Age" | Talks at Google (LINK)

Darwin's Backyard: "How Small Experiments Led to a Big Theory" | Talks at Google (LINK)

Octopus-Inspired Material Can Change Its Texture - by Ed Yong (LINK)

How a Quarter of Cow DNA Came From Reptiles - by Ed Yong (LINK)

The Ancient Origins of Both Light and Dark Skin - by Ed Yong (LINK)

Thursday, October 12, 2017


"If the past, by bringing surprises, did not resemble the past previous to it (what I call the past’s past), then why should our future resemble our current past?" -  Nassim Taleb, Fooled by Randomness

Ray Dalio talks with Shane Parrish on The Knowledge Project Podcast (LINK) [Note: This conversation took place before the release of the Grant’s Interest Rate Observer piece on Bridgewater, so that is not discussed.]

Q&A with Amazon CEO Worldwide Consumer Jeff Wilke on integrating Whole Foods despite cultural differences and the reasoning behind opening a second headquarters (LINK)

The David Rubenstein Show: Masayoshi Son (video) (LINK)

Grant's Podcast: Hamburger Helper (LINK)
Jim and Evan discuss opportunities and risks in the restaurant industry with John Hamburger, president of the Restaurant Finance Monitor. 
Naval Ravikant on The James Altucher Show (podcast) (LINK)

One last look at Saturn (LINK)

Books of the day:

Grant - by Ron Chernow [released this week]

Life After Life - by Raymond Moody [H/T Preston Pysh]

Tuesday, October 10, 2017


"I am satisfied, if every day I take away something from my vices and correct my faults. I have not arrived at perfect soundness of mind, indeed, I never shall arrive at it." -Seneca ("On the Happy Life")

"Be at war with your vices, at peace with your neighbors, and let every new year find you a better man." -Benjamin Franklin

Great notes from a July workshop given by Sanjay Bakshi (LINK)

An audience with Jack Bogle: 'Warren can get a little intoxicating' [H/T Linc] (LINK)

Income Investors: It’s OK to Be Sad, But Don’t Get Desperate - by Jason Zweig (LINK)

Sir Richard Branson talks to Tim Ferriss (podcast) (LINK)

The Final Episode of Patrick O'Shaughnessy's audio documentary on the world of blockchain and cryptocurrencies: Hash Power – Ep. 3 – Funding, Forking, and Our Creative Future (LINK)

Tim O'Reilly on EconTalk (podcast) (LINK)
Related book: WTF?: What's the Future and Why It's Up to Us
The Making of Richard Thaler's Economics Nobel [H/T Linc] (LINK)
Related book: Misbehaving: The Making of Behavioral Economics - by Richard Thaler
Edge #501: Richard Thaler Wins Nobel Prize in Economics (LINK) [A re-post of... Edge Master Class 2008: Richard Thaler, Sendhil Mullainathan, Daniel Kahneman - A Short Course in Behavioral Economics]

Sunday, October 8, 2017


"It is obvious that the information age, by homogenizing our tastes, is causing the unfairness to be even more acute—those who win capture almost all the customers." - Nassim Taleb, Fooled by Randomness

The Science Behind Mona Lisa’s Smile - by Walter Isaacson (LINK)
Related book: Leonardo da Vinci
Why Market Valuations are Not Justified by Low Interest Rates - by John P. Hussman (LINK)

Tax Reform, 2017: Promise of Plenty or Poisoned Chalice? - by Aswath Damodaran (LINK)

The Tail Risks Optimizer’s Dilemma: Taleb Vs Spitznagel - by Frank K. Martin (LINK)

Procter & Gamble vs. Nelson Peltz: A Battle Over the Future of Big Brands (LINK)

CNBC's full interview with billionaire investor Nelson Peltz (video) (LINK)

The Truth Is Catching Up With Tesla (LINK)

A Dozen Lessons about Business from Anthony Bourdain - by Tren Griffin (LINK)

Adventures in Finance podcast -- Battlegrounds: From Warfare to Wall Street with Preston Pysh (LINK)

'Our minds can be hijacked': the tech insiders who fear a smartphone dystopia (LINK)

How Smartphones Hijack Our Minds ($) (LINK)

Jony Ive’s iConcern (LINK)

Books of the day:

The Art of Stillness: Adventures in Going Nowhere 

Fortune's Children: The Fall of the House of Vanderbilt [H/T @morganhousel]

"One who is too insistent on his own views, finds few to agree with him." - Lao Tzu [H/T CIO]

Friday, October 6, 2017


"Ambition means tying your well being to what other people say or do. Self-indulgence means tying it to the things that happen to you. Sanity means tying it to your own actions." - Marcus Aurelius, Meditations

Kyle Bass on Greece, Puerto Rico and Cryptocurrencies (video) [H/T Matt] (LINK)

Google's Search for the Sweet Spot - by Ben Thompson (LINK)

Horizon Kinetics: Diversification and the Active Manager (Part I, Part II)

Notes From Great Investors Best Ideas Conference (GIBI) Dallas 2017 (LINK)

Eric Cinnamond answers some reader questions (LINK)

The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce. (LINK)

The value of raising the threshold of crappiness - by Rory Sutherland (LINK)

PBS FRONTLINE: North Korea's Deadly Dictator (LINK)

New Neuroscience Reveals 2 Rituals That Will Make You More Mindful (LINK)

The Most Beautiful Death Trap - by Ed Yong (LINK)

A New History of the First Peoples in the Americas (LINK)
Related book: A Brief History of Everyone Who Ever Lived: The Human Story Retold Through Our Genes - by Adam Rutherford
The book of the day is the one Jeff Bezos tweeted was long his favorite novel: The Remains of the Day - by Kazuo Ishiguro