Value Investing World

Wednesday, April 4, 2012

Clayton M. Christensen on Disruptive Innovation in Health Care

Interview: Disruptive Innovation: Can Health Care Learn From Other Industries? A Conversation With Clayton M. Christensen

Article: Disruptive Innovation In Health Care Delivery: A Framework For Business-Model Innovation – By Jason Hwang and Clayton M. Christensen

Talk: The Innovator's Prescription: A Disruptive Solution to the Healthcare Crisis

Book: The Innovator's Prescription


Posted by Joe Koster at 4/04/2012
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About VIW

Value Investing World is a blog dedicated to promoting the multidisciplinary approach to investing and development of – as Charlie Munger describes it – a latticework of mental models. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines that it thinks worth reading or watching, and will occasionally post investment ideas that it thinks are worthy of either investment or further investigation by those with a value investing philosophy.

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Useful Links and Other Recommended Reading

  • Buffett Partnership Letters
  • Berkshire Hathaway Shareholder Letters
  • Berkshire Hathaway Owner's Manual
  • Warren Buffett - A Compilation
  • Buffett FAQ
  • The Best of Charlie Munger: 1994-2011
  • Charlie Munger - The Art of Stock Picking
  • Charlie Munger - Academic Economics
  • Charlie Munger - The Psychology of Human Misjudgment
  • Charlie Munger - 2007 USC Law School Commencement Notes
  • Poor Charlie's Almanack
  • An Investing Principles Checklist from Poor Charlie's Almanack
  • 2007 and 2009 Interviews with Peter Bevelin
  • Oaktree - Howard Marks Memos
  • GMO
  • Select Articles by Whitney Tilson
  • Tweedy, Browne Papers and Speeches
  • CAP at Columbia
  • Legg Mason Funds: Mauboussin Commentary
  • BFBV @ MDI
  • Martin Capital Management Annual Reports
  • Apollo Investment Management - Reports and feature articles
  • Hussman Funds
  • Fairfax Shareholder Letters
  • Francis Chou's Annual Letters
  • Grant's Interest Rate Observer
  • Value Investor Insight
  • Outstanding Investor Digest
  • Resources for Beginning Value Investors
  • Sandman's Place
  • Corner of Berkshire and Fairfax
  • Reddit Security Analysis
  • Simoleon Sense
  • The blog of J. Sorfis
  • Farnam Street
  • My Investing Notebook
  • Reflections on Value Investing
  • ValueWalk
  • News from 1930
  • FutureBlind
  • Pat Larkin's Value Journal
  • The Manual of Ideas Blog
  • Street of Walls
  • GuruFocus
  • The Big Picture
  • Mises Institute
  • Yahoo Finance
  • EDGAR Company Filing Search
  • Nasdaq - Search Institutional and Manager Holdings
  • Stock Buyback Announcements
  • Insider Trading Activity
  • SEDI - Canada Insider Buying
  • Canada Insider Buying
  • Conference Call Transcripts
  • Magic Formula Investing
  • Greenblatt / Magic Formula Related Screen
  • The Manual of Ideas
  • Value Investors Club
  • 52 Week Low List
  • TED
  • The Teaching Company
  • Edge
  • Khan Academy
  • Academic Earth
  • OpenCourseWare
  • MIT OpenCourseWare
  • Open Yale
  • YouTube EDU
  • Open Culture
  • FORA.tv
  • Free Large Educational Video & Audio Library
  • Coursera
  • A Reading Odyssey
  • The Economist
  • The Gates Notes

All-Time Favorite Posts

  • Favorite Quotes
  • Interview with Peter Bevelin, author of Seeking Wisdom - from Darwin to Munger
  • Second Interview with Peter Bevelin
  • Quotes on ‘the biggest mistake investors make’.
  • Tom Russo quote
  • Quote (differentiated investment process)
  • Bill Gates quote from Charlie Rose interview (or, how the world's best companies are built by fanatics)
  • Charlie Munger - USC Law School Commencement - May 13, 2007
  • Charlie and Checklists
  • An Investing Principles Checklist from Poor Charlie
  • Ed Thorp, Jack Schwager, and the Kelly criterion
  • Fully Translated: Li Lu's Foreword to Poor Charlie's Almanack
  • Interview with Andrew Boord
  • Ben Franklin's 13 Virtues
  • Ben Franklin - 3 Essays - The Ephemera; The Whistle; Franklin and the Gout
  • Ben Franklin and the Junto
  • Ben Franklin on Humility (and some crafty advice on persuasion)
  • Nassim Taleb and barbells
  • Nassim Taleb on Seneca
  • Seneca quotes (on time)
  • William B. Irvine: Older and Wiser: Ancient Advice on Aging Well
  • Welcome Disagreement. Avoid Argument.
  • Herbert Simon quote on the value of mental models
  • Seth Klarman quote and some thoughts on deliberate practice in investing
  • Warren Buffett quote on filters
  • Alice Schroeder on Buffett’s filtering process
  • Quote (on success, failure)
  • Howard Marks on defensive investing
  • Warren Buffett on Diversification - 1966
  • Charlie Munger quote (diversification)
  • Warren Buffett’s Comments on Inflation
  • Warren Buffett on Share Repurchases
  • Fortune: December 2001 - Warren Buffett on the Stock Market
  • Berkshire Hathaway 2007 Annual Meeting - Valuation/IRR Question
  • Thomas W. Phelps on opinions
  • It’s a matter of reading and asking questions
  • Tariq Ali’s Notes from Li Lu’s 2010 Lecture at Columbia
  • Warren Buffett's 2007 Shareholder Letter
  • Warren Buffett's 2008 Shareholder Letter
  • Seth Klarman Letters: 1995 - mid 2001
  • Mohnish Pabrai on position sizing
  • Quote on the life sciences industry
  • What's the point of macro? - By: Dylan Grice
  • Tradewinds - David Iben’s September 2010 Commentary: Slumdog Millionaire
  • Complex systems: Ecology for bankers
  • Ricardo Semler Lecture: Leading by Omission
  • Hussman Weekly Market Comment: Tending Seeds - Reacting, Responding, Planting, and Watering
  • The Effect that Buying with a Margin of Safety has on Your Returns
  • The Effect of Discount Rates on Intrinsic Value
  • Selling Cash-Secured Put Options
  • Steve Keen: Behavioral Finance Lectures
  • Staying within the Circle
  • What it takes to be great
  • Following the Path to Mastery with Robert Greene
  • THE CHECKLIST - by Atul Gawande
  • The Most Astounding Fact About the Universe

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